DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
William Blair & Company L.L.C.
Latest filing Mar 31, 2026
First filing on the tape Dec 23, 2011 · 65 filings
SEC status approved since Dec 24, 1947
RAUM
$64B
reported, Item 5.F
Discretionary
90%
of RAUM
Private clients
82%
$53B individuals and HNW
Advisors
329
registered through the firm on IAPD
RAUM per advisor
$195M
derived; firm RAUM over IAPD count
Employees
492
231 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
21
reported on Schedule D
History
65 filings and snapshots on the tape
RAUM$64B as of Mar 31, 2026
Mar 30, 2012$44B then
HNW client RAUM$45B as of Mar 31, 2026
Mar 29, 2018$25B then
State-registered IARs (5.B.3)272 as of Mar 31, 2026
Mar 28, 201397 then
Employees (5.A)492 as of Mar 31, 2026
Mar 28, 2013350 then
Private funds21 as of Mar 31, 2026
Mar 30, 201223 then
RAUM +10% over the last fiscal year+16% a year over threeIARs 265 to 272offices 10 to 11
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $195MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 107derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 27.4derived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%derivedbetween the last two annual amendments
- Advisor growth, one year
- +2.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Financial planning clients
- 2,700reportedItem 5.H
- Wrap fee program
- $49BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$45B71%
- Corporations and businesses$8.1B13%
- Individuals$7.3B11%
- Charitable organizations$1.8B2.8%
- Other investment advisers$1.4B2.2%
- Pension and profit-sharing plans$379M0.6%
- Pooled investment vehicles$5.6M0.0%
- Individual clients
- 26,242reported
- HNW clients
- 9,054reported
- Pension plan clients
- 364reported
- Charitable clients
- 31reported
- Accounts
- 39,781reported
- Financial planning clients
- 2,700reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.82 fund_share=0.02 institutional_share=0.03 related_bd=true related_bank=true bd_reps=410.0derived
Advisors registered through the firm
329 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan Gorman Cook | Jupiter Inlet Colony, Fl | Sep 1, 2000 | 34 y | 0 |
| Anne Elizabeth Cusick | Chicago, Il | Jul 15, 2002 | 26 y | 0 |
| Kevin James Brock | Chicago, Il | Jul 16, 2002 | 37 y | 1 |
| Christopher O Glass | Chicago, Il | Sep 20, 2002 | 24 y | 0 |
| David Jeremy Brown | Chicago, Il | Apr 6, 2004 | 22 y | 0 |
| William Gregory EscamillaCertified Financial Planner | Chicago, Il | May 19, 2004 | 40 y | 1 |
| Charles Henry Hodges | Chicago, Il | Oct 4, 2005 | 50 y | 0 |
| Daniel William Iannessa | Chicago, Il | Nov 22, 2005 | 24 y | 0 |
| Laura Marie Linger | Chicago, Il | Dec 6, 2005 | 22 y | 0 |
| Joseph Leonard S Tabet | River Forest, Il | Feb 1, 2006 | 38 y | 0 |
| Cecilia Brunetti | Chicago, Il | Apr 18, 2006 | 25 y | 3 |
| David Louis Kasperek | Chicago, Il | Jul 20, 2006 | 22 y | 1 |
| Ross Harned Jannotta | Chicago, Il | Sep 20, 2006 | 29 y | 0 |
| Daniel Robert Grant | Chicago, Il | Sep 20, 2006 | 39 y | 0 |
| Loui Laura Marver | Chicago, Il | Sep 20, 2006 | 47 y | 0 |
| Stephen Edward Elkins | Chicago, Il | Sep 20, 2006 | 47 y | 0 |
| Allen Joseph Hinkelman | Wilmette, Il | Sep 20, 2006 | 36 y | 0 |
| James A Hamman | Chicago, Il | Sep 20, 2006 | 29 y | 0 |
| Thomas Alfred Wilson | Chicago, Il | Sep 20, 2006 | 35 y | 0 |
| Michael Mark Sirvinskas | Park Ridge, Il | Sep 20, 2006 | 39 y | 0 |
| Richard Donald Gottfred | Naples, Fl | Sep 20, 2006 | 53 y | 0 |
| Louise Lane | Chicago, Il | Sep 20, 2006 | 47 y | 0 |
| William Ogden Kasten | Chicago, Il | Sep 20, 2006 | 42 y | 0 |
| Scott Brian Carnow | Chicago, Il | Sep 20, 2006 | 30 y | 0 |
| Edward Joseph Chandler | Chicago, Il | Sep 20, 2006 | 26 y | 0 |
| David Daniel Port | Highland Park, Il | Sep 20, 2006 | 32 y | 0 |
| Yan Krasov | Chicago, Il | Sep 20, 2006 | 23 y | 1 |
| Brian Thomas Marshall | Mt Prospect, Il | Sep 20, 2006 | 32 y | 0 |
| Robert Charles Fix | Chicago, Il | Sep 20, 2006 | 56 y | 0 |
| Geralyn Sullivan | Chicago, Il | Sep 20, 2006 | 39 y | 0 |
| Thomas Stanley Marx | Deerfield, Il | Sep 20, 2006 | 40 y | 0 |
| Steven Robert Jesanis | Glen Ellyn, Il | Sep 21, 2006 | 23 y | 0 |
| Mariusz Niedbalec | Chicago, Il | Sep 27, 2006 | 20 y | 0 |
| Alaina Mikoa Anderson | Chicago, Il | Oct 16, 2006 | 20 y | 0 |
| Aaron Michael Stout | Chicago, Il | Jan 24, 2007 | 31 y | 0 |
| Gregory John Pusinelli | Chicago, Il | Mar 1, 2007 | 32 y | 0 |
| Jennifer Aileen Lyons | Elmhurst, Il | Mar 1, 2007 | 28 y | 0 |
| Mary Lynn Ubik | Mooresville, Nc | Mar 7, 2007 | 31 y | 0 |
| Lori Olson Hansen | Rosemont, Il | Mar 7, 2007 | 44 y | 0 |
| Julie Ann Gritzenbach | Frankfort, Il | Mar 7, 2007 | 29 y | 1 |
Advisor movement
10 left, 16 joined in 12 months
net +6 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 3.0% of current headcount25 left over 36 months
Left, latest
- Ted Hamstra to Wells Fargo AdvisorsSep 2, 2026 · Affiliated broker-dealer or bank to wirehouse
- Rene Manuel Galvan to J.P. Morgan Securities LLCApr 24, 2026 · Affiliated broker-dealer or bank to wirehouse
- Charles W. Brooks to J.P. Morgan Securities LLCApr 24, 2026 · Affiliated broker-dealer or bank to wirehouse
- David Michael Amar to J.P. Morgan Securities LLCApr 24, 2026 · Affiliated broker-dealer or bank to wirehouse
- Liza Belokonnyi to J.P. Morgan Securities LLCApr 24, 2026 · Affiliated broker-dealer or bank to wirehouse
- Daniel Bruce Levin to Hightower Advisors, LLCMar 19, 2026 · Affiliated broker-dealer or bank to another
- Michael Elliott Walsh to Pointone Family OfficeFeb 11, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Ashley Peters Mcguinness to Pointone Family OfficeFeb 11, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Lauren Moran to Wells Fargo AdvisorsDec 31, 2025 · Affiliated broker-dealer or bank to wirehouse
- Emma Moran Smith to Beacon Pointe Advisors, LLCOct 29, 2025 · Affiliated broker-dealer or bank to independent RIA
- Ginny Robinson to Class Vi Family Office, LLCAug 14, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jennifer Flanagan Gallagher to Morgan StanleyJul 15, 2025 · Affiliated broker-dealer or bank to wirehouse
- Vincent Joseph Nardone to Morgan StanleyJul 15, 2025 · Affiliated broker-dealer or bank to wirehouse
- Andrew Thomas Feichter to Morgan StanleyJul 15, 2025 · Affiliated broker-dealer or bank to wirehouse
- Kimberly Speese to MML Investors Services, LLCJan 8, 2025 · Affiliated broker-dealer or bank to another
Joined, latest
- Beth L Anthony from Stifel, Nicolaus & Company, IncorporatedAug 27, 2026 · Affiliated broker-dealer or bank to another
- David T. Kuzia from Raymond James Investment ManagementJun 24, 2026 · Other
- Leonard Whitson Marryott from Stifel, Nicolaus & Company, IncorporatedMay 22, 2026 · Affiliated broker-dealer or bank to another
- Jennifer Megan Kilpatrick Mccarthy from Stifel, Nicolaus & Company, IncorporatedMay 22, 2026 · Affiliated broker-dealer or bank to another
- Aaron Anthony Pisani from Manning & Napier Advisors, LLCMay 19, 2026 · RIA to affiliated broker-dealer or bank
- Thomas Nelson Thibeault from Chapin Davis Asset ManagementMay 1, 2026 · RIA to affiliated broker-dealer or bank
- Bradley Michael Cohen from Morningstar Investment Management LLCApr 16, 2026 · RIA to affiliated broker-dealer or bank
- Alexander Vergara from Strategic Advisers LLCApr 14, 2026 · Affiliated broker-dealer or bank to another
- Steven Jay Jefferis from Stifel, Nicolaus & Company, IncorporatedFeb 20, 2026 · Affiliated broker-dealer or bank to another
- Kevin M Monaco from Oppenheimer & Co. Inc.Feb 4, 2026 · Affiliated broker-dealer or bank to another
- Julie Jefferis Abdo from Stifel, Nicolaus & Company, IncorporatedJan 26, 2026 · Affiliated broker-dealer or bank to another
- Albert Abdo from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 21, 2026 · Wirehouse to affiliated broker-dealer or bank
- John Merrill Lafferty from CorientDec 12, 2025 · RIA to affiliated broker-dealer or bank
- Ralph Marvin Segall from CorientDec 12, 2025 · RIA to affiliated broker-dealer or bank
- Daniel John Collins from Northern Trust Securities, IncNov 5, 2025 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for J.P. Morgan Securities LLCApr 24, 2026 · Los Angeles, Ca
- 2 left for J.P. Morgan Securities LLCApr 24, 2026 · Naperville, Il
- 2 left for Pointone Family OfficeFeb 11, 2026 · Beverly Hills, Ca
- 3 left for Morgan StanleyJul 15, 2025 · Chicago, Il
- 2 left for Jefferies Investment Advisers LLCJun 20, 2023 · Chicago, Il
- 4 left for Performance WealthFeb 9, 2021 · Chicago, Il
- 3 left for Chicago Capital, LLCMar 14, 2018 · Chicago, Il
- 2 left for Raymond James & Associates, Inc.Jan 28, 2015 · Chicago, Il
- 2 joined from Stifel, Nicolaus & Company, IncorporatedJun 9, 2026 · Dublin, Oh
- 2 joined from Stifel, Nicolaus & Company, IncorporatedJan 23, 2026 · Fort Myers, Fl
- 2 joined from CorientJan 12, 2026 · Chicago, Il
- 4 joined from Raymond James & Associates, Inc.May 10, 2024 · Jenkintown, Pa
- 3 joined from J.P. Morgan Private Wealth Advisors LLCMay 24, 2023 · San Francisco, Ca
- 2 joined from Morgan StanleyMay 23, 2023 · Denver, Co
- 3 joined from Td Private Client Wealth LLCOct 26, 2021 · Hartford, Ct
- 2 joined from Morgan StanleyOct 8, 2021 · Atlanta, Ga
Private funds
33 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Stephanie Grieser Braming · Executive Committeecontrolsince 11/2017 · owns less than 5%
- Cissie Citardi · Executive Committee, General Counselcontrolsince 01/2021 · owns less than 5%
- Peter Plenk Dalrymple · Executive Committeecontrolsince 01/2022 · owns less than 5%
- Ryan Jacob Devore · Executive Committeecontrolsince 11/2017 · owns less than 5%
- Robert J Duwa · Executive Committeecontrolsince 01/2024 · owns less than 5%
- Brent Walker Gledhill · President, Ceocontrolsince 03/2009 · owns less than 5%
- Robert Daniel Kendall · Executive Committeecontrolsince 01/2026 · owns less than 5%
- Scott Thomas Mclaughlin · Executive Committeecontrolsince 01/2024 · owns less than 5%
- Michael Patrick Quinn · Executive Committeecontrolsince 01/2024 · owns less than 5%
- Willson B Rasavongxay · Chief Compliance Officercontrolsince 12/2019 · owns less than 5%
- Beth A Satterfield · Executive Committeecontrolsince 01/2023 · owns less than 5%
- Anurag Dr. Sharma · Executive Committeecontrolsince 01/2023 · owns less than 5%
- Steven Robert Tole · Executive Committeecontrolsince 01/2025 · owns less than 5%
- Michael William Trimberger · Executive Committee, Cfocontrolsince 07/2023 · owns less than 5%
- Matthew Montgomery Zimmer · Executive Committeecontrolsince 01/2022 · owns less than 5%
Entity owners
- Wbc Holdings, L.P. · Holding Companydirect · owns 75% or more
- Wbc Gp L.L.C. · General Partnerindirect · owns F of Wbc Holdings, L.P.
Related persons
Schedule D 7.A
- Systm Wealth Solutionsbroker-dealerinvestment advisernRAUM $839M
- William Blair Advanced Strategies, L.L.C.bankpooled vehicle sponsorn
- William Blair B.V.investment advisern
- William Blair Global Advanced Strategiesbankpooled vehicle sponsorn
- William Blair International (Singapore) Pte. Ltd.investment advisern
- William Blair International, Ltdinvestment advisery
- William Blair Investment Management, LLCinvestment adviserbanknRAUM $66B
- William Blair Mb Investments Gp, L.L.C.pooled vehicle sponsorn
Advisers that list William Blair & Company L.L.C. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il · principal | 329 | 40 | 3 | ||
| Baltimore, Md | 21 | 3 | 0 | ||
| New York, Ny | 15 | 1 | 0 | ||
| Atlanta, Ga | 10 | 0 | 0 | ||
| Boston, Ma | 10 | 2 | 0 | ||
| Conshohocken, Pa | 8 | 0 | 0 | ||
| Winnetka, Il | 7 | 2 | 0 | ||
| San Francisco, Ca | 7 | 0 | 0 | ||
| Evanston, Il | 7 | 2 | 0 | ||
| Denver, Co | 7 | 1 | 1 | ||
| Park Ridge, Il | 6 | 0 | 0 | ||
| Wilmette, Il | 6 | 0 | 0 | ||
| Stamford, Ct | 6 | 0 | 0 | ||
| Glenview, Il | 5 | 0 | 0 | ||
| Lake Forest, Il | 5 | 0 | 0 | ||
| Powell, Oh | 4 | 4 | 0 | ||
| Clarendon Hills, Il | 4 | 0 | 0 | ||
| Fort Meyers, Fl | 4 | 3 | 0 | ||
| Glencoe, Il | 4 | 0 | 0 | ||
| Highland Park, Il | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Baltimore, MD13 employees
- New York, NY10 employees
- Denver, CO7 employees
- Atlanta, GA7 employees
- San Francisco, CA6 employees
- Boston, MA5 employees
- Beverly Hills, CA4 employees
- Stamford, CT2 employees
- Radnor, PA2 employees
ADV anomalies
7 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026KENDALL, ROBERT DANIEL (EXECUTIVE COMMITTEE) appeared on Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
- control person changedChange between filings · filing Mar 31, 2026TOLE, STEVEN ROBERT (EXECUTIVE COMMITTEE) appeared on Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
- control person changedChange between filings · filing Mar 31, 2026DUWA, ROBERT J (EXECUTIVE COMMITTEE) left Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
- control person changedChange between filings · filing Mar 31, 2026QUINN, MICHAEL PATRICK (EXECUTIVE COMMITTEE) left Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
- control person changedChange between filings · filing Mar 31, 2026SHARMA, ANURAG DR. (EXECUTIVE COMMITTEE) left Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
- control person changedChange between filings · filing Mar 31, 2026BRAMING, STEPHANIE GRIESER (EXECUTIVE COMMITTEE) left Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
- control person changedChange between filings · filing Mar 31, 2026DALRYMPLE, PETER PLENK (EXECUTIVE COMMITTEE) left Schedule A between the filings of 2024-01-29 and 2026-03-31peers: affiliated wealth managers, $20B and over (50)
What changed
consecutive filings, newest first
- Charity clients · 32 to 31Feb 9, 2026 to Mar 31, 2026
- Corporate clients · 1,299 to 1,333Feb 9, 2026 to Mar 31, 2026
- HNW clients · 9,102 to 9,054Feb 9, 2026 to Mar 31, 2026
- Individual clients · 25,794 to 26,242Feb 9, 2026 to Mar 31, 2026
- Pension plan clients · 91 to 364Feb 9, 2026 to Mar 31, 2026
- Pooled vehicle clients · 31 to 1Feb 9, 2026 to Mar 31, 2026
- Assets in custody · unset to 54981424.0Feb 9, 2026 to Mar 31, 2026
- Employees · 469 to 492Feb 9, 2026 to Mar 31, 2026
- State-registered IARs · 265 to 272Feb 9, 2026 to Mar 31, 2026
- Other offices · 10 to 11Feb 9, 2026 to Mar 31, 2026
- Private funds · 20 to 21Feb 9, 2026 to Mar 31, 2026
- Discretionary RAUM · $53B to $58BFeb 9, 2026 to Mar 31, 2026
- HNW RAUM · $38B to $45BFeb 9, 2026 to Mar 31, 2026
- Individual RAUM · $10B to $7.3BFeb 9, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $5.4B to $6.2BFeb 9, 2026 to Mar 31, 2026
- Pension RAUM · $232M to $379MFeb 9, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $118M to $5.6MFeb 9, 2026 to Mar 31, 2026
- RAUM · $58B to $64BFeb 9, 2026 to Mar 31, 2026
- Accounts · 37,973 to 39,781Feb 9, 2026 to Mar 31, 2026
- Advisory employees · 201 to 231Feb 9, 2026 to Mar 31, 2026
- BD registered reps · 415 to 410Feb 9, 2026 to Mar 31, 2026
- Accounts · 49,755 to 37,973May 14, 2024 to Mar 31, 2025
- Advisory employees · 179 to 201May 14, 2024 to Mar 31, 2025
- BD registered reps · 399 to 415May 14, 2024 to Mar 31, 2025
- Charity clients · 35 to 32May 14, 2024 to Mar 31, 2025
- Corporate clients · 1,255 to 1,299May 14, 2024 to Mar 31, 2025
- HNW clients · 9,620 to 9,102May 14, 2024 to Mar 31, 2025
- Individual clients · 22,553 to 25,794May 14, 2024 to Mar 31, 2025
- Pension plan clients · 94 to 91May 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 28 to 31May 14, 2024 to Mar 31, 2025
- Employees · 440 to 469May 14, 2024 to Mar 31, 2025
- Financial planning clients · More than 500 to More than 500May 14, 2024 to Mar 31, 2025
- State-registered IARs · 250 to 265May 14, 2024 to Mar 31, 2025
- Other offices · 9 to 10May 14, 2024 to Mar 31, 2025
- Private funds · 19 to 20May 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $46B to $53BMay 14, 2024 to Mar 31, 2025
- HNW RAUM · $36B to $38BMay 14, 2024 to Mar 31, 2025
- Individual RAUM · $5.0B to $10BMay 14, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $3.8B to $5.4BMay 14, 2024 to Mar 31, 2025
- Pension RAUM · $163M to $232MMay 14, 2024 to Mar 31, 2025
Signals
60 dated events
- Ted Hamstra left William Blair & Company L.L.C. for Wells Fargo Advisors (registered 2026-08-19)Sep 2, 2026 · Advisor changed firm · fact
- 2 advisors left Stifel, Nicolaus & Company, Incorporated (Dublin, OH) for William Blair & Company L.L.C. on the same dayJun 9, 2026 · Team lift-out · derived
- 2 advisors left William Blair & Company L.L.C. (Naperville, IL) for J.P. Morgan Securities LLC on the same dayApr 24, 2026 · Team lift-out · derived
- 2 advisors left William Blair & Company L.L.C. (Los Angeles, CA) for J.P. Morgan Securities LLC on the same dayApr 24, 2026 · Team lift-out · derived
- Rene Manuel Galvan left William Blair & Company L.L.C. for J.P. Morgan Securities Llc (registered 2026-04-22)Apr 24, 2026 · Advisor changed firm · fact
- Liza Belokonnyi left William Blair & Company L.L.C. for J.P. Morgan Securities Llc (registered 2026-04-23)Apr 24, 2026 · Advisor changed firm · fact
- David Michael Amar left William Blair & Company L.L.C. for J.P. Morgan Securities Llc (registered 2026-04-22)Apr 24, 2026 · Advisor changed firm · fact
- Charles W. Brooks left William Blair & Company L.L.C. for J.P. Morgan Securities Llc (registered 2026-04-22)Apr 24, 2026 · Advisor changed firm · fact
- Daniel Bruce Levin left William Blair & Company L.L.C. for Hightower Advisors, Llc (registered 2026-03-23)Mar 19, 2026 · Advisor changed firm · fact
- Michael Elliott Walsh left William Blair & Company L.L.C. for Pointone Family Office (registered 2026-01-20)Feb 11, 2026 · Advisor changed firm · fact
- 2 advisors left William Blair & Company L.L.C. (Beverly Hills, CA) for Pointone Family Office on the same dayFeb 11, 2026 · Team lift-out · derived
- Ashley Peters Mcguinness left William Blair & Company L.L.C. for Pointone Family Office (registered 2026-01-16)Feb 11, 2026 · Advisor changed firm · fact
- 2 advisors left Stifel, Nicolaus & Company, Incorporated (Fort Myers, FL) for William Blair & Company L.L.C. within 6 daysJan 23, 2026 · Team lift-out · derived
- 2 advisors left Corient (Chicago, IL) for William Blair & Company L.L.C. on the same dayJan 12, 2026 · Team lift-out · derived
- Lauren Moran left William Blair & Company L.L.C. for Wells Fargo Advisors (registered 2026-07-28)Dec 31, 2025 · Advisor changed firm · fact
- Emma Moran Smith left William Blair & Company L.L.C. for Beacon Pointe Advisors, Llc (registered 2025-10-24)Oct 29, 2025 · Advisor changed firm · fact
- Ginny Robinson left William Blair & Company L.L.C. for Class Vi Family Office, Llc (registered 2025-08-06)Aug 14, 2025 · Advisor changed firm · fact
- 3 advisors left William Blair & Company L.L.C. (Chicago, IL) for Morgan Stanley on the same dayJul 15, 2025 · Team lift-out · derived
- Jennifer Flanagan Gallagher left William Blair & Company L.L.C. for Morgan Stanley (registered 2025-06-18)Jul 15, 2025 · Advisor changed firm · fact
- Vincent Joseph Nardone left William Blair & Company L.L.C. for Morgan Stanley (registered 2025-06-18)Jul 15, 2025 · Advisor changed firm · fact
- Andrew Thomas Feichter left William Blair & Company L.L.C. for Morgan Stanley (registered 2025-06-19)Jul 15, 2025 · Advisor changed firm · fact
- Kimberly Speese left William Blair & Company L.L.C. for Mml Investors Services, Llc (registered 2025-02-12)Jan 8, 2025 · Advisor changed firm · fact
- John Anthony Barnes left William Blair & Company L.L.C. for Lido (registered 2025-04-01)Dec 20, 2024 · Advisor changed firm · fact
- John Mckenzie Ralls left William Blair & Company L.L.C. for A&M Private Wealth Partners, Llc (registered 2024-12-05)Sep 13, 2024 · Advisor changed firm · fact
- Edward Joseph Malysiak left William Blair & Company L.L.C. for Chicago Capital, Llc (registered 2024-10-02)Jun 27, 2024 · Advisor changed firm · fact
- Timothy Bernard Woods left William Blair & Company L.L.C. for Vestgen Advisors, Llc (registered 2025-07-25)May 29, 2024 · Advisor changed firm · fact
- 4 advisors left Raymond James & Associates, Inc. (Jenkintown, PA) for William Blair & Company L.L.C. on the same dayMay 10, 2024 · Team lift-out · derived
- Bradley Jason Goodman left William Blair & Company L.L.C. for Savant Wealth Management (registered 2024-05-28)Feb 23, 2024 · Advisor changed firm · fact
- Thomas Alfred Wilson left William Blair & Company L.L.C. for Ubs Financial Services Inc. (registered 2024-02-07)Feb 23, 2024 · Advisor changed firm · fact
- Stephan Basil Bazianos left William Blair & Company L.L.C. for Alliancebernstein L.P. (registered 2024-02-21)Feb 23, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- William Blair & Company, L.L.C. · Independent Sponsorsshared crd · intermediary
- William Blair & Company L.L.C. · Private Equityshared crd · organization
- William Blair & Company, L.L.C. · Venture Capitalshared crd · org
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/william-blair-&-companyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- williamblair.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-236-1600reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $195Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
William Blair & Company L.L.C. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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