This is the first year Harvey, Linger, Mercurio and Moss were ranked by Forbes. Lane and McMullan have been named to the list in previous years. Harvey is based in New York while the other five advisors are based in Chicago.
“We are thrilled to see the expanding number of William Blair women advisors named as top in America,” said Ryan DeVore, global head of William Blair’s Private Wealth Management Group. “Jill, Louise, Laura, Carlette, Sarah, Jackie and their teams demonstrate the expertise and customized wealth-management strategies our clients rely on to meet their investment goals and strengthen family legacies.”
The rankings are based on data provided by more than 13,000 top-performing women advisors from across the country, evaluating several factors including assets under management, industry experience, and compliance records.
The six advisors have an average tenure of more than two decades in financial services and 19 years at William Blair, serving individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.