William Blair & Company LLC

William Blair & Company LLC (CRD# 1252) is a financial advisory firm headquartered in Chicago, IL. They manage $16,328,494,397 in 11,816 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,328
    MILLION
  • Total Number of Accounts
    11,816
    ACCOUNTS
  • Average Account Value
    $1,381,897
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at William Blair & Company LLC
Showing 1 - 10 of 259 top financial advisors.
1
Julie D. Alcala
CRD#: 3119956
222 W Adams St, Chicago, IL 60606
96
Wealthminder
score

Julie Alcala (CRD# 3119956) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 18 years of experience in the finance industry. Julie Alcala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John V. Boryk
CRD#: 4221118
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

John Boryk (CRD# 4221118) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 16 years of experience in the finance industry. John Boryk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel E. Crowe
CRD#: 4605682
222 W. Adams, Chicago, IL 60606
96
Wealthminder
score

Daniel Crowe (CRD# 4605682) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 13 years of experience in the finance industry.

4
John W. Cultra
CRD#: 2276099
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

John Cultra (CRD# 2276099) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 19 years of experience in the finance industry.

5
Robert J. Duwa
CRD#: 2931296
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

Robert Duwa (CRD# 2931296) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 6 years of experience in the finance industry.

6
Frederick D. Fischer
CRD#: 2332691
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

Frederick Fischer (CRD# 2332691) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 21 years of experience in the finance industry.

7
Mary Jo C. Garofalo
CRD#: 4941367
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

Mary Jo Garofalo (CRD# 4941367) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 9 years of experience in the finance industry. Mary Jo Garofalo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Patrick K. Gleason
CRD#: 6292191
222 W Adams St, Chicago, IL 60606
96
Wealthminder
score

Patrick Gleason (CRD# 6292191) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 2 years of experience in the finance industry.

9
Tyler P. Glover
CRD#: 5300070
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

Tyler Glover (CRD# 5300070) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 8 years of experience in the finance industry.

10
John P. Hering
CRD#: 5715469
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

John Hering (CRD# 5715469) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 6 years of experience in the finance industry. John Hering has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.