William Blair & Company L.L.C.

Broker-DealerFINRA MemberEst. 1947
Total AUM
$64.3B
Discretionary
$58.1B
90% of AUM
Accounts
39,781
Employees
492
Advisory reps
1,316
Brokerage reps
410

Firm details

Headquarters
Chicago, Illinois
CRD number
1252
Registered since
December 24, 1947
Website
www.williamblair.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.55%
  • Corporations / Businesses12.53%
  • Individuals11.4%
  • Charitable Organizations2.76%
  • Other Investment Advisers2.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

William Blair & Company L.L.C. operates as a conventional broker-dealer that also acts as an insurance broker and registered investment adviser. The firm provides a mix of financial planning and portfolio management services across individual and small-business clients, pooled investment vehicles, and institutional or business accounts. Its compensation model includes both percentage-of-AUM fees and fixed fees. William Blair describes itself as an active ESG investor and performs selection-of-other-advisers responsibilities as part of its advisory offering. The organization has been SEC-registered since 1947.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 24%, Other 5%, State & Local Bonds 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds24%
  • Other5%
  • State & Local Bonds4%
  • US Government Bonds3%

Owners & executives

3 of 14
  • Willson Rasavongxay

    Willson Rasavongxay

    Chief Compliance OfficerCRD 6593731

  • Christian Waite

    Christian Waite

    President, CEOCRD 3079714

  • Brent Gledhill

    Brent Gledhill

    President and Chief Executive OfficerCRD 2921069

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Contacts

3 of 1302
  • Andrew Kross

    Andrew Kross

    Vice President​, Wealth AdvisorCRD 5666325

  • Daniel Maude

    Daniel Maude

    Vice President​, Wealth AdvisorCRD 5679434

  • Max Kaplan

    Max Kaplan

    Vice President​, Wealth AdvisorCRD 5683565

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1,711

Active vs passive

$16.5B in ETFs

Passive

92%

$15.1B

Active

5%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$633M848,0343.84%
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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
150 N Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth