How Bailard became the best RIA to work for
Yahoo Finance·2025-12-11 13:00

Ask most wealth management firms about the foundation of their practice and you'll hear some version of the term "philosophy." And for many, that's where the thinking stops. But at Bailard — the No. 1 firm on this year's Best RIAs to Work For list — it's where the work begins. For Sonya Mughal, the third and current CEO of the 56-year-old Foster City, California firm, Bailard's philosophy — one centered on independence, accountability and excellence — underpins every policy and benefit the firm provides. ...