Wirehouses, Banks & BDs · Traditional channel
William Blair
Chicago-based investment bank and wealth manager (CRD 1252).
- Website
- williamblair.com
- Regulator record
- WILLIAM BLAIR & COMPANY L.L.C. (FINRA)
Recorded arrivals
1
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 1 disclosed
Departure assets
$1.2B
Reported practice assets · 2 of 2 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
01
1
Departures went to
Destination firms, by number of teams
01
1
02
1
Arrivals 1
Teams joining William Blair in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 27 | Lateral | Ryan Berube, Allen AbneyDallas, TX | UBSWirehouses, Banks & BDs | Undisclosed | Press Release |
Departures 2
Teams leaving William Blair in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Aug 21 | Lateral | Framework Wealth AdvisorsGreenwood Village, CO | Wells Fargo AdvisorsWirehouses, Banks & BDs | $100M | InvestmentNews |
| Apr 22 | Lateral | David AmarLos Angeles, CA | J.P. Morgan AdvisorsWirehouses, Banks & BDs | $1.1B | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.