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WILLIAM BLAIR & COMPANY L.L.C.

CHICAGO, IL · CRD 1252 · IAPD ↗ · williamblair.com · 312-236-1600

$64.28BRegulatory AUM
231Advisory reps
492Employees
0Clients
More than 500Planning clients
21Private funds
53States
21Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WILLIAM BLAIR & COMPANY L.L.C. added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — WILLIAM BLAIR & COMPANY L.L.C. now reports custody of client assets ($55.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2026 — WILLIAM BLAIR & COMPANY L.L.C. grew from 201 to 231 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — WILLIAM BLAIR & COMPANY L.L.C. added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — WILLIAM BLAIR & COMPANY L.L.C. grew from 179 to 201 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — WILLIAM BLAIR & COMPANY L.L.C. shrank from 276 to 179 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.