Forbes magazine ranked 15 William Blair wealth management teams best-in-state in its inaugural teams list released January 12.
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 Cultra Wealth Management Group (Chicago); The Elkins Team (Chicago); The Fix Team (Chicago); The Marx Marver Cogan Group (Chicago); and The Sutkin Arkwright Harvey Group (New York City).
“These teams’ advisors have decades of experience in serving wealth clients and we are thrilled to have them recognized as best in the industry,” said Ryan DeVore, global head of William Blair Private Wealth Management. “They exemplify the collaborative spirit and financial expertise William Blair advisors bring to clients, a tradition we’ve embraced for 88 years.”
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.