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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-24-1947
- Office Locations
- 18
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).
Reported data analysis
What the numbers show
Between August 14, 2025 and March 31, 2026, reported AUM increased 10.2%, from $58.3B to $64.3B.
Across 5 reported observations, AUM increased 28.7% between October 14, 2022 and March 31, 2026, from $50.0B to $64.3B.
Of the latest reported AUM, 90.3% is discretionary and 9.7% is non-discretionary.
The firm reports 231 advisory representatives and 38,171 clients, or 165.2 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 18 reported office locations and 78 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full William Blair record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 1316 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
SMA allocation detail is available
William Blair has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
William Blair's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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