Baker Tilly Wealth Management, LLC

Baker Tilly Wealth Management, LLC (CRD# 167811) is a financial advisory firm headquartered in Madison, WI. They manage $4,800,233,228 in 3,569 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,800
    MILLION
  • Total Number of Accounts
    3,569
    ACCOUNTS
  • Average Account Value
    $1,344,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NH, NJ, NY, OH, PA, TX, UT, VA, WI

Financial Advisors at Baker Tilly Wealth Management, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Alec B. Abbott
CRD#: 1414999
4807 Innovate Lane, Madison, WI 53718

Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 33 years of experience in the finance industry.

2
Kelly L. Baumbach
CRD#: 3277458
4807 Innovate Lane, Madison, WI 53718

Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 24 years of experience in the finance industry.

3
George L. Bawcum
CRD#: 5818542
8365 Keystone Crossing, Ste 300, Indianapolis, IN 46240

George Bawcum (CRD# 5818542) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Scott C. Burack
CRD#: 4100569
4100 Newport Beach Drive, Suite 600, Newport Beach, CA 92660

Scott Burack (CRD# 4100569) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

5
Christopher S. Cox
CRD#: 5267373
2570 W. El Camino Real, Suite 640, Mountain View, CA 94040

Christopher Cox (CRD# 5267373) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Mountain View, CA and has over 17 years of experience in the finance industry.

6
Michael B. Geraty
CRD#: 1473160
8635 Keystone Crossing, Ste 300, Indianapolis, IN 46240

Michael Geraty (CRD# 1473160) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 37 years of experience in the finance industry.

7
Deborah L. Harrington
CRD#: 1254751
18500 Von Karman Ave, 10th Floor, Irvine, CA 92612

Deborah Harrington (CRD# 1254751) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 25 years of experience in the finance industry.

8
Zachary R. Jaro
CRD#: 6345662
790 N Water Street, Suite 2000, Milwaukee, WI 53202

Zachary Jaro (CRD# 6345662) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Milwaukee, WI and has over 9 years of experience in the finance industry.

9
Jeffrey A. Messer
CRD#: 3271470
8365 Keystone Crossing, Ste 300, Indianapolis, IN 46240

Jeffrey Messer (CRD# 3271470) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

10
Stephen P. Milner
CRD#: 3266515
18500 Von Karmen Ave; 10th Floor, Irvine, CA 92612

Stephen Milner (CRD# 3266515) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 24 years of experience in the finance industry.

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