Rule Hoffman Team
William Blair Private Wealth Management
PWM Professional Resources
About William Blair
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.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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150 billion+Client assets
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90 YearsIndependent and employee-owned
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20+Offices worldwide
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650+Companies under coverage
As of September 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
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Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked
As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.
Our Latest News
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William Blair Initiates Coverage of One Critical Mineral and Two Rare Earth Companies
William Blair initiated research coverage of IperionX Limited (IPX $43.79), Lynas Rare Earths Ltd. (LYSDY $9.79), and MP Materials Corp. (MP $62.00). IperionX is a titanium metal and critical materials company that produces high-performance titanium alloys from recycled material or minerals; Lynas Rare Earths is the leading producer of separated rare earths outside China, with Australian mining and processing operations and a major downstream plant in Malaysia; and MP Materials is the only fully integrated U.S. mine-to-magnet producer.
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