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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-24-1947
- Office Locations
- 17
Office Locations
About William Blair
William Blair is a Chicago-based firm serving retail and institutional investors with asset management and wealth planning, including financial and estate planning and portfolio construction. Investment exposure spans active strategies using ETFs and mutual funds, with capabilities across fixed income and alternatives. The firm also publishes regular market/economic insights and provides investment banking advisory and equity research, with teams operating in the U.S. and Europe (e.g., Frankfurt-based Tech Enabled Services).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CISSIE CITARDI
Executive Committee Member, General Counsel, Partner
- CRD
- #6642613
- Ownership
- Less than 5%
RYAN JACOB DEVORE
Executive Committee Member
- CRD
- #3049671
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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ROBERT SLOAN ABBE
Managing Director
- CRD
- #2666427
ALBERT ABDO
--
- CRD
- #6376918
Showing 2 of 1304 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,076,278,078 | $1,496,811 |
| Non-Discretionary | $6,208,566,296 | $6,328,814 |
| Total | $64,284,844,374 | $1,615,969 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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