William Blair & Company LLC

William Blair & Company LLC (CRD# 1252) is a financial advisory firm headquartered in Chicago, IL. They manage $25,166,619,252 in 18,486 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,167
    MILLION
  • Total Number of Accounts
    18,486
    ACCOUNTS
  • Average Account Value
    $1,361,388
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 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 312 top financial advisors.
1
Andrew T. Feichter
CRD#: 5173078
150 N Riverside Plz, Chicago, IL 60606
100
Wealthminder
score
Andrew Feichter (CRD# 5173078) 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.
2
Patrick K. Gleason
CRD#: 6292191
222 W Adams St, Chicago, IL 60606
97
Wealthminder
score

Patrick Gleason (CRD# 6292191) 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.

3
Julie D. Alcala
CRD#: 3119956
150 North Riverside Plaza, Chicago, IL 60606
96
Wealthminder
score

Julie Alcala (CRD# 3119956) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 20 years of experience in the finance industry. Julie Alcala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Aaron C. Balsam
CRD#: 3131638
The William Blair Building, 150 North Riverside, Chicago, IL 60606
96
Wealthminder
score

Aaron Balsam (CRD# 3131638) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 7 years of experience in the finance industry.

5
Nathan J. Brochmann
CRD#: 4287566
The William Blair Building, 150 North Riverside, Chicago, IL 60606
96
Wealthminder
score

Nathan Brochmann (CRD# 4287566) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 18 years of experience in the finance industry.

6
Daniel E. Crowe
CRD#: 4605682
The William Blair Building, 150 North Riverside, Chicago, IL 60606
96
Wealthminder
score

Daniel Crowe (CRD# 4605682) 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.

7
John W. Cultra
CRD#: 2276099
150 North Riverside Plaza, Chicago, IL 60606
96
Wealthminder
score

John Cultra (CRD# 2276099) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 21 years of experience in the finance industry.

8
Robert J. Duwa
CRD#: 2931296
The William Blair Building, 150 North Riverside, Chicago, IL 60606
96
Wealthminder
score

Robert Duwa (CRD# 2931296) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 8 years of experience in the finance industry.

9
Frederick D. Fischer
CRD#: 2332691
222 West Adams St, Chicago, IL 60606
96
Wealthminder
score

Frederick Fischer (CRD# 2332691) 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.

10
Daniel N. Furhman
CRD#: 4407229
555 California St Ste 2300, San Francisco, CA 94104
96
Wealthminder
score

Daniel Furhman (CRD# 4407229) is an Investment Advisor Representative working at William Blair & Company LLC in San Francisco, CA and has over 17 years of experience in the finance industry. Daniel Furhman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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