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- Bailard
Bailard
Founded in 1969, Bailard is an independent wealth and asset management firm based in the San Francisco Bay Area, serving individuals, families, and institutions seeking thoughtful advice and long-term stewardship.
The firm provides financial and estate planning, investment management, and advisory services to help clients navigate complex decisions with clarity and confidence. Bailard also manages strategies across domestic and international equities, fixed income, sustainable investing, and private real estate.
Bailard oversees more than $7 billion in assets and remains independently owned, with 77% of employees holding equity in the company. This ownership structure reinforces a long-term perspective and shared accountability.
Employees tend to build long careers at the firm, with average tenure exceeding a decade. Bailard is led by CEO Sonya Mughal, CFA, and is a Certified B Corporation™ and signatory to the UN Principles for Responsible Investment.
All data as of 3/31/2026.
The firm provides financial and estate planning, investment management, and advisory services to help clients navigate complex decisions with clarity and confidence. Bailard also manages strategies across domestic and international equities, fixed income, sustainable investing, and private real estate.
Bailard oversees more than $7 billion in assets and remains independently owned, with 77% of employees holding equity in the company. This ownership structure reinforces a long-term perspective and shared accountability.
Employees tend to build long careers at the firm, with average tenure exceeding a decade. Bailard is led by CEO Sonya Mughal, CFA, and is a Certified B Corporation™ and signatory to the UN Principles for Responsible Investment.
All data as of 3/31/2026.
Purpose
At Bailard, culture is reflected in how the firm operates day to day.
From its founding, Bailard has emphasized independence, accountability, and long-term thinking. These principles shape how the firm serves clients, how colleagues collaborate, and how decisions are made.
Employees are encouraged to think independently, challenge assumptions, and take responsibility for outcomes. With the majority of employees participating as shareholders, success is shared and decisions are made with a long-term perspective. Many employees have spent the majority of their careers at Bailard, contributing to an environment where institutional knowledge and mentorship are part of everyday work.
That philosophy extends beyond the workplace. In 2019, Bailard established the Bailard Foundation to formalize decades of charitable activity, focusing on financial literacy, affordable housing, and addressing homelessness and poverty.
Employees actively support the Foundation through volunteer initiatives and rotating board service, reflecting a belief that responsible business includes contributing to the communities where employees live and work.
From its founding, Bailard has emphasized independence, accountability, and long-term thinking. These principles shape how the firm serves clients, how colleagues collaborate, and how decisions are made.
Employees are encouraged to think independently, challenge assumptions, and take responsibility for outcomes. With the majority of employees participating as shareholders, success is shared and decisions are made with a long-term perspective. Many employees have spent the majority of their careers at Bailard, contributing to an environment where institutional knowledge and mentorship are part of everyday work.
That philosophy extends beyond the workplace. In 2019, Bailard established the Bailard Foundation to formalize decades of charitable activity, focusing on financial literacy, affordable housing, and addressing homelessness and poverty.
Employees actively support the Foundation through volunteer initiatives and rotating board service, reflecting a belief that responsible business includes contributing to the communities where employees live and work.
Mission
Guided by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard serves individuals, families, and institutions through a values-driven approach to wealth and asset management.
Our mission is to provide thoughtful advice, disciplined investment management, and long-term stewardship, helping clients make sound financial decisions and build portfolios aligned with their goals and values.
Our mission is to provide thoughtful advice, disciplined investment management, and long-term stewardship, helping clients make sound financial decisions and build portfolios aligned with their goals and values.
Additional Culture Details
Bailard is proud to be a Certified B Corporation™, recognized for meeting rigorous standards of social and environmental performance, transparency, and accountability.
For Bailard, the certification reflects a long-held belief that strong investment outcomes matter, but so does how those outcomes are achieved. The firm seeks to deliver financial results while also contributing positively to employees, clients, communities, and the broader environment.
For Bailard, the certification reflects a long-held belief that strong investment outcomes matter, but so does how those outcomes are achieved. The firm seeks to deliver financial results while also contributing positively to employees, clients, communities, and the broader environment.
Values
- Accountability
- We believe in transparency and hold ourselves accountable to our clients, our communities, and one another.
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