Congratulations to the 21 William Blair wealth management teams recognized in Forbes’ Best-in-State list, released January 9. Six of the teams were ranked in the top 10 of their respective states.
Recognized 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)
- Impact Wealth Advisors (Atlanta)
- Heartland Wealth Management Group (Chicago)
- KJJ Wealth Management Team (Chicago)
- Riverside Wealth Advisors (Chicago)
- The Bacon Team (Baltimore)
- The Cultra Wealth Management Group (Chicago)
- The Cutler Group (Chicago)
- The Escamilla Team (Chicago)
- The Elkins Team (Chicago)
- The Grant Private Client Group (Chicago)
- The Hill Investment Group (San Francisco)
- 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 & Clark Team (Baltimore)
"Congratulations to these outstanding teams, who truly embody William Blair’s commitment to driving success across our offices throughout the United States,” said Ryan DeVore, head of William Blair Private Wealth Management. “This recognition reflects the dedication to consistently create thoughtful ideas, strategies, and investment and wealth solutions for our clients.”
The Forbes Best-in-State Wealth Management Teams list was compiled by SHOOK Research, which used interviews and data provided by top-performing advisor teams nationwide. The list included each team’s best practices, client retention, industry experience, compliance records, and assets under management.
William Blair’s Private Wealth Management teams span 11 offices in the U.S. They serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen legacies, and endow charitable activities.