Forbes magazine ranked 20 William Blair wealth management teams best-in-state in its list released January 9.
Honored by the magazine were:
- 150 North Wealth Advisors (Chicago)
- 1935 Wealth Management Team (Chicago)
- Boston Wealth Management (Boston)
- Glass Linger Wealth Management Team (Chicago)
- GreenBridge (Chicago)
- Heartland Wealth Management Group (Chicago)
- Impact Wealth Advisors (Atlanta)
- KJJ Wealth Management Team (Chicago)
- McMullan Escamilla Walania Team (Chicago)
- Riverside Wealth Advisors (Chicago)
- The Bacon Team (Baltimore)
- The Cultra Wealth Management Group (Chicago)
- The Cutler Group (Chicago)
- The Elkins Team (Chicago)
- The Grant Private Client Group (Chicago)
- The Hoban Gleason Minturn Team (Chicago)
- The Marx Marver Cogan Group (Chicago)
- The Moss Team (Chicago)
- The Sutkin Arkwright Harvey Group (New York City)
- The Whelihan and Clark Team (Baltimore)
“We are thrilled to have such a dedicated group of teams recognized as best in the industry,” said Ryan DeVore, head of William Blair Private Wealth Management. “We all learn from the great talent around us and as a partnership, this collective group exemplifies the collaborative spirit and financial expertise William Blair advisors bring to their clients, a tradition we’ve embraced for nearly nine decades."
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.