Professional Recognition and Awards
- Forbes Best-in-State Wealth Management Teams 2023, 2024, 2025, 20261
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.



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.
William Blair announced today the addition of Robert Engelhardt as a director in the firm’s Tech Enabled Services team. Based in Frankfurt, Engelhardt will provide comprehensive advisory resources to companies and financial sponsors throughout the DACH region and across Europe.
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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