WB
WILLIAM BLAIR & COMPANY L.L.C.
SEC RegisteredCHICAGO, ILhttps://williamblair.com312-236-1600
Assets Under Management
$25B+
Employees
492
Office Locations
10 offices
Total Accounts
39781
About the firm
William Blair is an investment firm offering investment banking, investment management, private wealth management, and equity research services. The firm is committed to its colleagues, clients, and communities, viewing employees as its most important asset in delivering for clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Areas of expertise
Investment BankingInvestment ManagementPrivate Wealth ManagementEquity ResearchCorporate AccessPrivate Shares TradingTechnologyFinancial ServicesMacroeconomics
Services
William Blair offers investment banking, investment management, private wealth management, equities, and equity research services, including corporate access, private shares trading, and women's wealth advisory.
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26,242 | $7.3B |
| High Net Worth Individuals | 9,054 | $45.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $5.6M |
| Charitable Organizations | 364 | $379M |
| State/Municipal Entities | 31 | — |
| Insurance Companies | 1,146 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Edgar David Iii Coolidge
VICE CHAIRMAN
Richard Paul Kiphart
EXECUTIVE COMMITTEE
John Roger Ettelson
PRESIDENT, CEO
Edgar Dalzell Jannotta
CHAIRMAN
Michelle Renae Seitz
EXECUTIVE COMMITTEE
Robert Douglas Newman
EXECUTIVE COMMITTEE
Timothy Lee Burke
CFO
Kenneth Lee Wagner
BROKER-DEALER CHIEF COMPLIANCE OFFICER
William George Greig
EXECUTIVE COMMITTEE
Arthur Joseph Simon
GENERAL COUNSEL
John Carroll Moore
EXECUTIVE COMMITTEE
Thomas William Pace
DIRECTOR OF OPERATIONS
L.p. Wbc Holdings
HOLDING COMPANY
Brent Walker Gledhill
EXECUTIVE COMMITTEE
Wbc Gp L.l.c.
GENERAL PARTNER
Walter Ramsay Jr Randall
INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER
Richard William Smirl
INVESTMENT ADVISER CHIEF OPERATING OFFICER
Office locations
10 offices in 9 states
IL
CHICAGOHQ
CA
SAN FRANCISCO
MA
BOSTON
NY
NEW YORK
GA
ATLANTA
MD
BALTIMORE
CA
BEVERLY HILLS
CO
DENVER
CT
STAMFORD
PA
RADNOR
Advisors at this firm
Showing 100 of 328
Cathy Eileen Abbott
Investment Adviser Representative
Albert Abdo
Investment Adviser Representative
Julie Jefferis Abdo
Investment Adviser Representative
Zachary Abrams
Investment Adviser Representative
Ryan Dominic Airola
Investment Adviser Representative
James Alverson
Investment Adviser Representative
Alaina Mikoa Anderson
Investment Adviser Representative
Suzanne Plummer Anderson
Investment Adviser Representative
Danielle Marie Artz
Investment Adviser Representative
Leslie Arlene Ashley
Investment Adviser Representative
Perry Steele Bacon
Investment Adviser Representative
Matthew Francis Barrett
Investment Adviser Representative
Robert Nicholas Boeye
Investment Adviser Representative
Stephen James Bowen
Investment Adviser Representative
James P Brandau
Investment Adviser Representative
Maxwell Forrest Badgley
Investment Adviser Representative
Kyle Bakhshi
Investment Adviser Representative
Megan Osmond Bauman
Investment Adviser Representative
Kristin Bennett
Investment Adviser Representative
Michael Robert Benstein
Investment Adviser Representative
Michael F Besenjak
Investment Adviser Representative
Matthew Thomas Blume
Investment Adviser Representative
Matthew John Brady
Investment Adviser Representative
Christopher John Brathwaite
Investment Adviser Representative
Kevin James Brock
Investment Adviser Representative
David Jeremy Brown
Investment Adviser Representative
Jack Regan Brown
Investment Adviser Representative
Cecilia Brunetti
Investment Adviser Representative
Angela Louise Burdelik
Investment Adviser Representative
Julie Burrows
Investment Adviser Representative
Darcy C Carroll
Investment Adviser Representative
Robert Santos Castaneda
Investment Adviser Representative
Matthew Ryan Clark
Investment Adviser Representative
Bradley Michael Cohen
Investment Adviser Representative
Barbara Jean Cummings
Investment Adviser Representative
Anne Katherine Callahan
Investment Adviser Representative
Brandon James Callison
Investment Adviser Representative
Scott Brian Carnow
Investment Adviser Representative
Eileen Marie Carraher
Investment Adviser Representative
Abraham Carter
Investment Adviser Representative
John Andrew Barry Cella
Investment Adviser Representative
Edward Joseph Chandler
Investment Adviser Representative
Elizabeth Chandler
Investment Adviser Representative
Judia W Chang
Investment Adviser Representative
Kim Ann Chenevey
Investment Adviser Representative
Joseph William Cheop
Investment Adviser Representative
Alisa D Ciccone
Investment Adviser Representative
John Alex Cimaroli
Investment Adviser Representative
Anthony Michael Cogan
Investment Adviser Representative
Daniel John Collins
Investment Adviser Representative
Anne Elizabeth Conway
Investment Adviser Representative
Jonathan Gorman Cook
Investment Adviser Representative
Samuel Brent Cooper
Investment Adviser Representative
John William Cultra
Investment Adviser Representative
John William Cultra
Investment Adviser Representative
Anne Elizabeth Cusick
Investment Adviser Representative
John A Cutler
Investment Adviser Representative
Christopher R Davis
Investment Adviser Representative
James F Devins III
Investment Adviser Representative
Gianni Luigi Dimeglio
Investment Adviser Representative
Anil K Daka
Investment Adviser Representative
Clarence Connor Darrow
Investment Adviser Representative
Charlotte Lynn Davoren
Investment Adviser Representative
Dante Antonio Demarco
Investment Adviser Representative
Kyle L Dempsey
Investment Adviser Representative
Jackson P Dennies
Investment Adviser Representative
Edgardo Javier Devariel
Investment Adviser Representative
Teresa Marie Devereux
Investment Adviser Representative
Ryan Jacob Devore
Investment Adviser Representative
Melissa Ann Diaz
Investment Adviser Representative
Nikolay P Djibankov
Investment Adviser Representative
Joel A Dobbs
Investment Adviser Representative
Kevin James Donahue
Investment Adviser Representative
Andrew Doten
Investment Adviser Representative
David Todd Dreifuss
Investment Adviser Representative
Dennis Andrew Duff
Investment Adviser Representative
Edward James Dunphy
Investment Adviser Representative
Robert J Duwa
Investment Adviser Representative
Karen M Eames
Investment Adviser Representative
Davis Eric Eimen
Investment Adviser Representative
Brian A Early
Investment Adviser Representative
Kevin Robert Eifert
Investment Adviser Representative
Eric Paul Eimen
Investment Adviser Representative
Naomi Ekine
Investment Adviser Representative
Kate Elisha
Investment Adviser Representative
Stephen Edward Elkins
Investment Adviser Representative
Eve Elizabeth Ellis
Investment Adviser Representative
Elinor Gardner Escamilla
Investment Adviser Representative
William Gregory Escamilla
Investment Adviser Representative
Kathleen Evans
Investment Adviser Representative
James Moyer Fernberger
Investment Adviser Representative
Zachary Edward Fernberger
Investment Adviser Representative
Alexander S Fernberger
Investment Adviser Representative
David Christian Ferrante
Investment Adviser Representative
Jennifer Michelle Traina Ferworn
Investment Adviser Representative
Gilbert Foley Fitzgerald
Investment Adviser Representative
Robert Charles Fix
Investment Adviser Representative
Steven Fortner
Investment Adviser Representative
Jeremy Edward Frazer
Investment Adviser Representative
Michelle Greco Froeschle
Investment Adviser Representative
Regulatory & compliance
CRD number
#1252
SEC Number
801-688
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
williamblair.comPhone
312-236-1600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WILLIAM BLAIR & COMPANY L.L.C. 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.