William Blair is thrilled to announce a record-breaking 29 teams were named by Forbes magazine on its best-in-state list, released on January 7.
Honored by the magazine were:
150 North Wealth Advisors (Illinois)
1935 Wealth Management Team (Illinois)
Boston Wealth Management (Massachusetts)
Fernberger Wealth Management (Pennsylvania)
Glass Linger Wealth Management Team (Illinois)
GreenBridge (Illinois)
Heartland Wealth Management Group (Illinois)
Hopkins Wealth Management (Maryland)
Impact Wealth Advisors (Georgia)
KJJ Wealth Management Team (Illinois)
Riverside Wealth Advisors (Illinois)
Rule Hoffman Team (Illinois)
Team Ward (California)
The Bacon Team (Maryland)
The Chandler Wealth Management Group (Illinois)
The Cultra Wealth Management Group (Illinois)
The Cutler Group (Illinois)
The Devins Pollock Team (Massachusetts)
The Elkins Team (Illinois)
The Escamilla Team (Illinois)
The Grant Private Client Group (Illinois)
The Hill Investment Group (California)
The Hoban Gleason Minturn Team (Illinois)
The Marshall Team (Illinois)
The Marx Marver Cogan Group (Illinois)
The Moss Team (Illinois)
The Sutkin Arkwright Harvey Group (New York)
The Warren Group (Colorado)
The Whelihan & Clark Team (Maryland)
“This year's recognition highlights both the growth of our Private Wealth Management business and the expanding presence of our teams nationwide,” said Ryan DeVore, William Blair’s head of Private Wealth Management. “Being named by Forbes speaks to the strength of our teams and their commitment to delivering expertise for clients.”
Forbes Best-in-State Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, and assets under management.
William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.