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WILLIAM BLAIR & COMPANY L.L.C.
CRD 1252File 801-688
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$64.28B
Top 10% of cohort (national)
Discretionary AUM
$58.08B
Non-discretionary $6.21B
Clients
38,171
39,781 accounts
Employees
492
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 24, 1947
- Principal office
- 150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, 60606
- Phone
- 312-236-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $64.28B
- Discretionary AUM
- $58.08B
- Non-discretionary AUM
- $6.21B
- Discretionary accounts
- 38,800
- Non-discretionary accounts
- 981
- Total accounts
- 39,781
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,333 | $8.06B |
| Charitable organizations | 31 | $1.77B |
| Other investment advisers | 1,146 | $1.39B |
| High net worth individuals | 9,054 | $45.35B |
| Pooled investment vehicles | 1 | $5.6M |
| Pension and profit sharing plans | 364 | $379.1M |
| Individuals (other than high net worth individuals) | 26,242 | $7.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.