Professional Recognition and Awards
- Forbes Best-in-State Wealth Management Teams 2023, 2024, 20251
William Blair Private Wealth Management

Professional Recognition and Awards
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of September 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.



For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
William Blair initiated research coverage of Aardvark Therapeutics, Inc. (AARD $13.98). Aardvark is advancing ARD-101, an oral therapy that targets bitter taste receptors (TAS2Rs) in the gastrointestinal tract, and ARD-201, a combination of ARD-101 and a DPP-4 inhibitor, for treating Prader-Willi syndrome (PWS) and obesity, respectively.
William Blair initiated research coverage of Unisys Corporation (UIS $2.78), a global IT services and solutions provider that serves more than 700 clients worldwide with over 16,000 employees across digital workplace, cloud application and infrastructure solutions, and enterprise compute offerings.
This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.
Copyright © 2025 William Blair & Company, L.L.C. | Privacy Terms
Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.
For disclosure information, please visit www.williamblair.com/disclosures