William Blair

Overview

William Blair is a Broker Dealer and registered investment adviser based in Chicago, IL, registered since 1947. It reports $64.3B in assets under management across 39,781 accounts, with 492 employees. Its 1,301 registered representatives work across 17 branch offices in 12 states.

Reported AUM

$64.3B

Discretionary

90%

Accounts

39,781

Average account

$1.6M

Employees

492

Registered reps

1,301

Branch offices

17

Registered since

1947

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Mutual Fund/Underwriter
• Non-Floor Activities
• Private Placements
• Securities Underwriting
• Stock
• Trading Securities for Own Account
• 1 more

Executive officers 3 of 10

• Brent Walker Gledhill President, Chief Executive Officer CRD 2921069
• Michael William Trimberger Executive Committee, Chief Financial Officer CRD 5329834
• Willson B Rasavongxay Chief Compliance Officer CRD 6593731

7 more executive officers, with direct contact details

Registered reps 3 of 1,301

• Robert Sloan Abbe Registered Rep CRD 2666427
• Albert Abdo III Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6376918
• Julie Jefferis Abdo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7275944

1,298 more registered reps, with emails, phones and branch locations

Location

Headquarters

150 N Riverside Plz
Chicago, IL 60606

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Branch offices

17 in 12 states, including Atlanta, GA, Baltimore, MD and Amsterdam,

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: williamblair.com

Every state, with registration dates

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