firm
Bailard, Inc.
FOSTER CITY, CA
CRD: 110550
In PWD coverage since August 30, 2026 · 2 stories
$7.6BRegulatory AUMSEC Form ADV · Sep 26
83EmployeesForm ADV
Regulatory AUM · Sep 5 – Sep 26
PWD coverage
The Close
Team liftouts escape the roll-up lane
Three whole books changed hands in one day at Tastytrade, Parallel Advisors, and Raymond James—the liftout has outgrown the private-equity roll-up and become the default growth move across channels.