BAKER TILLY WEALTH MANAGEMENT, LLC
SEC RegisteredBig thinking. Within reach.
About the firm
Baker Tilly is a top 10 advisory, tax, and assurance firm connecting with organizations to uncover what drives their performance and translate that insight into distinct strategic advantage. Designed specifically for the middle market, the firm provides access to a full platform of capabilities backed by professionals across the U.S. and in leading global financial centers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Baker Tilly offers advisory, tax, and assurance services including financial statement and public company audits, internal audit, SOX compliance, IPO readiness, federal and international tax, state and local tax, transfer pricing, mergers and acquisitions, transaction advisory, due diligence, investment banking, CFO advisory, forensic accounting, cybersecurity, risk advisory, digital solutions, AI and data analytics, outsourced accounting, private wealth management, municipal advisory, and ESG and sustainability services.
Who they serve
Middle market organizations across all 50 states and globally, spanning 30+ sectors including construction, energy, financial services, government contracting, healthcare, real estate, and more.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 251 | $208M |
| High Net Worth Individuals | 158 | $665M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 79 | $382M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
15 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
26 advisors in the directory
Regulatory & compliance
Data as of January 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAKER TILLY WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.