The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

86. Bailard

Bailard, based in Foster City, California, is ranked No. 86 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 54 on last year's CNBC FA 100 list.

Total AUM: $3.8B+

Years in Business: 51

Accounts Under Management: 1,975

Previous appearances on FA 100 List: 1 (No. 54 in 2019)

Principals:

Peter Hill, Chairman & Chief Executive Officer

Sonya Mughal, Chief Operating Officer

Contact:

bailard.com

950 Tower Lane, Suite 1900, Foster City, CA 94404

(650) 571-5800