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firm

Bailard, Inc.

FOSTER CITY, CA
CRD: 110550
In PWD coverage since August 30, 2026 · 2 stories
$7.6BRegulatory AUMSEC Form ADV · Sep 11
83EmployeesForm ADV
-2Talent net · 12 months1 in · 3 out
Regulatory AUM · Sep 4 – Sep 11
Talent flow · 12 monthsOn the wire →
Net -2 · 1 arrivals · 3 departures
Arrivals
Simon Smundak
Aug 29 · from Laird Norton Wetherby
Departures
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
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.
Features · Aug 30The talent war finds the fiduciary bench
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