Overview
- Headquarters
- Chicago, IL
- Total Firm Assets
- $64.3 billion
- Average High-Net-Worth Client Portfolio Size
- $5.0 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (2025-08-14)
· View brochure text
Latest filing: WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE (2026-03-31)
· View brochure text
Latest filing: WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A (2026-03-31)
· View brochure text
Latest filing: WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 70.55%
- Number of High-Net-Worth Clients
- 9,054
- Total Client Accounts
- 39,781
- Discretionary Accounts
- 38,800
- Non-Discretionary Accounts
- 981
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 1252
- WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE (2026-03-31) · View brochure text
- WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A (2026-03-31) · View brochure text
- WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (2026-03-31) · View brochure text
- WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (2025-08-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗