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WILLIAM BLAIR & COMPANY L.L.C.
CRD 1252 · SEC 801-688
150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, 60606, United States
Phone
312-236-1600
Fax
312-551-4646
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$64.28B
Discretionary AUM
$58.08B
Team
492 total employees; 231 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEQUITY RESEARCH SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26242 | $7.33B |
| High net worth individuals | 9054 | $45.35B |
| Pooled investment vehicles | 1 | $5.6M |
| Pension/profit sharing plans | 364 | $379.1M |
| Charitable organizations | 31 | $1.77B |
| Other investment advisers | 1146 | $1.39B |
| Corporations/business entities | 1333 | $8.06B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD