William Blair & Company LLC

William Blair & Company LLC (CRD# 1252) is a financial advisory firm headquartered in Chicago, IL. They manage $33,039,142,799 in 28,893 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
150 North Riverside Plaza, Chicago, IL 60606
https://www.linkedin.com/company/william-blair-
By the Numbers
  • Total Assets Under Management
    33,039
    MILLION
  • Total Number of Accounts
    28,893
    ACCOUNTS
  • Average Account Value
    $1,143,500
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 pooled investment vehicles (other than investment companies)
  • 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, VI, VT, WA, WI, WV, WY

Financial Advisors at William Blair & Company LLC
Showing 1 - 10 of 288 top financial advisors.
1
Cathy Abbott, financial advisor Chicago IL
Cathy E. Abbott
CRD#: 1338669
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Cathy Abbott (CRD# 1338669) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 35 years of experience in the finance industry.

2
Meron Abraham, financial advisor Chicago IL
Meron A. Abraham
CRD#: 6620233
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Meron Abraham (CRD# 6620233) 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.

3
Ryan Airola, financial advisor Chicago IL
Ryan D. Airola
CRD#: 5356258
150 North Riverside Plaza, Chicago, IL 60606

Ryan Airola (CRD# 5356258) 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
Kelly Allison, financial advisor Chicago IL
Kelly Allison
CRD#: 6352028
150 North Riverside Plaza, Chicago, IL 60606

Kelly Allison (CRD# 6352028) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 5 years of experience in the finance industry.

5
David Amar, financial advisor Chicago IL
David M. Amar
CRD#: 3225218
150 North Riverside Plaza, Chicago, IL 60606

David Amar (CRD# 3225218) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 15 years of experience in the finance industry.

6
Alaina Anderson, financial advisor Chicago IL
Alaina M. Anderson
CRD#: 4089028
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Alaina Anderson (CRD# 4089028) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 14 years of experience in the finance industry.

7
Suzanne Anderson, financial advisor Chicago IL
Suzanne P. Anderson
CRD#: 1687586
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Suzanne Anderson (CRD# 1687586) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 23 years of experience in the finance industry.

8
Leslie Ashley, financial advisor Chicago IL
Leslie A. Ashley
CRD#: 1913614
150 North Riverside Plaza, Chicago, IL 60606

Leslie Ashley (CRD# 1913614) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 24 years of experience in the finance industry.

9
Perry Bacon, financial advisor Chicago IL
Perry S. Bacon
CRD#: 1913580
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Perry Bacon (CRD# 1913580) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 27 years of experience in the finance industry.

10
Aaron Balsam, financial advisor Chicago IL
Aaron C. Balsam
CRD#: 3131638
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Aaron Balsam (CRD# 3131638) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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