William Blair Capital Partners Celebrates Record Recognition of Wealth Advisors by Forbes
Investor - People | Apr 10, 2025 | William Blair Capital Partners
William Blair Capital Partners announced that 30 of its wealth advisors have been named to Forbes' Best-in-State list, marking a record achievement for the firm. This recognition spans various states including California, Colorado, Georgia, Illinois, Maryland, Massachusetts, and New York. Notable advisors such as John Cultra and Tom Wilson were also featured on Forbes' top wealth advisors list. The accolade reflects the firm's emphasis on client success, as highlighted by Ryan DeVore, the head of Private Wealth Management. The criteria for Forbes' recognition include revenue trends, assets under management, and advisors' industry experience. These advisors support diverse clients including individuals, families, organizations, and foundations in meeting their investment objectives and philanthropic endeavors.
Sectors
- Wealth Management
- Financial Services
Geography
- United States – The recognition of the advisors spans multiple states, including California, Colorado, Georgia, Illinois, Maryland, Massachusetts, and New York.
Industry
- Wealth Management – The article focuses on the achievements of wealth advisors within William Blair Capital Partners, highlighting their impact on the wealth management industry.
- Financial Services – William Blair Capital Partners operates within the broader financial services sector, providing investment advice and management to a diverse clientele.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| William Blair Capital Partners | Focal Company | Company | A private equity firm with a strong presence in wealth management, celebrating the recognition of its advisors by Forbes. |
| Forbes | Recognition Entity | Company | A global media and publishing company that provides recognition to outstanding professionals in various industries. |
| Ryan DeVore | Head of Private Wealth Management | Person | He expressed pride in the firm's record-breaking recognition and highlighted the importance of client success. |
| John Cultra | Recognized Advisor | Person | Named both Best-in-State and among the Top Wealth Advisors by Forbes. |
| Tom Wilson | Recognized Advisor | Person | Acknowledged by Forbes as both Best-in-State and a Top Wealth Advisor. |