Bailard, based in Foster City, CA, is ranked No. 97 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $5.2B
Years in Business: 52
Accounts Under Management: 2,080
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Previous appearances on FA 100 List: 2 (No. 86 in 2020)
Sonya Mughal, Chief Executive Officer
Michael Faust, President, Wealth Management
950 Tower Lane, Suite 1900, Foster City, CA 94404