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.
Teams that left William Blair & Company L.L.C.
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.
| Advisors | From | To | Branch | Type | Left |
|---|---|---|---|---|---|
| 2 | William Blair & Company L.L.C. BD affiliated | J.P. Morgan Securities LLC wirehouse | Los Angeles, Ca | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 |
| 2 | William Blair & Company L.L.C. BD affiliated | J.P. Morgan Securities LLC wirehouse | Naperville, Il +1 | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 |
| 2 | William Blair & Company L.L.C. BD affiliated | Pointone Family Office no RAUM | Beverly Hills, Ca +1 | Affiliated broker-dealer or bank to a newly registered adviser | Feb 11, 2026 |
| 3 | William Blair & Company L.L.C. BD affiliated | Morgan Stanley wirehouse | Chicago, Il +1 | Affiliated broker-dealer or bank to wirehouse | Jul 15, 2025 |
| 2 | William Blair & Company L.L.C. BD affiliated | Jefferies Investment Advisers LLC no RAUM | Chicago, Il | Affiliated broker-dealer or bank to a newly registered adviser | Jun 20, 2023 |
| 4 | William Blair & Company L.L.C. BD affiliated | Performance Wealth no RAUM | Chicago, Il | Affiliated broker-dealer or bank to a newly registered adviser | Feb 9, 2021 |
| 3 | William Blair & Company L.L.C. other | Chicago Capital, LLC other | Chicago, Il | Other | Mar 14, 2018 |
| 2 | William Blair & Company L.L.C. other | Raymond James & Associates, Inc. national BD | Chicago, Il | Other | Jan 28, 2015 |