BAKER TILLY INVESTMENT ADVISORS
SEC file number 801-54994
· MADISON, Wisconsin
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.66B
Discretionary AUM
$1.65B
Employees
26
Clients
2500
Firm
- Address
- TEN TERRACE COURT
MADISON, Wisconsin 53718 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Baker Tilly Advisory Group Parent, LP High name-match confidence · CIK 2023900 · Illinois
- Baker Tilly US, LLP High name-match confidence · CIK 2070816 · Illinois
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · Illinois
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Advisers Investment Trust · D/A · Feb 6, 2026
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Baker Tilly US, LLP · D · Jun 2, 2025
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Baker Tilly Advisory Group Parent, LP · D · Jun 2, 2025
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Baker Tilly Advisory Group Parent, LP · D · Jun 2, 2025
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Advisers Investment Trust · D/A · Feb 6, 2025