Bailard, based in Foster City, CA, is ranked No. 98 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $5B
Years in Business:Â 53
Accounts Under Management: 2,268
Previous appearances on FA 100 List:Â 3 (No. 97 in 2021)
Principals:
Sonya Mughal, Chief Executive Officer
Michael Faust, President, Wealth Management
Contact:
950 Tower Lane, Suite 1900, Foster City, CA 94404
(650) 571-5800