William Blair & Company LLC

William Blair & Company LLC (CRD# 1252) is a financial advisory firm headquartered in Chicago, IL. They manage $49,981,350,919 in 49,755 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    49,981
    MILLION
  • Total Number of Accounts
    49,755
    ACCOUNTS
  • Average Account Value
    $1,004,549
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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 101 - 110 of 308 top financial advisors.
101
Robyn A. Hulfeld
CRD#: 5331328
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Robyn Hulfeld (CRD# 5331328) 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.

102
Daniel W. Iannessa
CRD#: 4538826
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Daniel Iannessa (CRD# 4538826) 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.

103
Ross H. Jannotta
CRD#: 2925506
150 North Riverside Plaza, Chicago, IL 60606

Ross Jannotta (CRD# 2925506) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 26 years of experience in the finance industry.

104
Steven R. Jesanis
CRD#: 4654348
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Steven Jesanis (CRD# 4654348) 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.

105
James E. Jones
CRD#: 4980904
The William Blair Building, 150 North Riverside, Chicago, IL 60606

James Jones (CRD# 4980904) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 13 years of experience in the finance industry.

106
Carolyn T. Kaiser
CRD#: 2599122
150 North Riverside Plaza, Chicago, IL 60606

Carolyn Kaiser (CRD# 2599122) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 16 years of experience in the finance industry.

107
Clifford M. Kalish
CRD#: 5056443
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Clifford Kalish (CRD# 5056443) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 12 years of experience in the finance industry.

108
Argiris C. Kantzavelos
CRD#: 4673921
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Argiris Kantzavelos (CRD# 4673921) 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.

109
Max B. Kaplan
CRD#: 5683565
The William Blair Building, 150 North Riverside, Chicago, IL 60606

Max Kaplan (CRD# 5683565) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 14 years of experience in the finance industry.

110
David L. Kasperek
CRD#: 4746173
The William Blair Building, 150 North Riverside, Chicago, IL 60606

David Kasperek (CRD# 4746173) 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.

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