Dallas, TX Pacific Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
William Blair & Company L.L.C.
Enterprise
Firm-wide stats for William Blair & Company L.L.C.
About
William Blair’s Private Wealth Management division provides discretionary and non‑discretionary investment management, financial planning and wealth services to individuals (including high‑net‑worth clients), foundations, pension and corporate clients. The firm also sponsors a wrap fee program, supports platform and sub‑advisory arrangements, and distributes affiliated pooled products while operating as an SEC‑registered investment adviser and broker‑dealer.
The firm pursues active, research‑driven management across equities, fixed income and alternative strategies, offering proprietary home‑office models and model portfolios to advisory clients and to other registered investment advisers through a Non‑Discretionary Model Portfolio Program. PWM advisors may hire third‑party Sub‑Managers through platform providers or engage the affiliate William Blair Investment Management LLC (WBIM) as a sub‑adviser, and William Blair provides access to private funds and co‑investment opportunities via its MB Investments Program.
Notable features in the brochure include the firm’s scale — roughly $64 billion in reported AUM and a reported 322 advisors, implying approximately $200 million of AUM per advisor — and an in‑house MB Investments structure where clients must affirmatively elect participation and where an affiliate (the MB General Partner) performs valuation and may receive carried interest. The brochure also details integrated operational relationships with custodial/clearing and platform providers (including NFS) and affiliated product conduits (WBIM, affiliated mutual funds and private funds), which influence product access, allocation and certain fee and credit arrangements.
Based on William Blair & Company L.L.C.
Expertise
Based on William Blair & Company L.L.C.
Location
2550 Pacific Ave, Suite 700
Dallas TX 75226
Advisors at this office
4
Advisors at this office
Allen A
Series 66
Dallas, TX
William Blair
Allen Abney is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of his advisory role, he is a director of a family partnership involved in real estate and oil and gas investments. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.
Benjamin M
CFP®, Series 66
Dallas, TX
William Blair
Benjamin Meyer is a CFP®-certified financial advisor at William Blair with two years of industry experience. He has worked at several firms including UBS, Stifel, and Ameriprise Financial Services. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and provides proprietary models as well as access to private funds and co-investment opportunities.
Jeannette M
Series 63, Series 66
Dallas, TX
William Blair
Jeannette Maddox is a financial advisor at William Blair with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and Morgan Stanley. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.
Ryan B
CFP®, Series 63, Series 66
Dallas, TX
William Blair
Ryan Berube is a CFP® professional with 21 years of experience in financial services. He is currently with William Blair and has previously worked at UBS Financial Services, Credit Suisse Securities, and Quest Capital Management. Berube serves on the board of the Southwest Chapter of the US Olympians & Paralympians Association, where he is involved in grant decisions and fundraising. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes a research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.
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