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Advisors / Illinois / Chicago
23yrs

Beth Griffith

Financial advisor at William Blair & Company

Based in Chicago, Illinois, Beth Griffith is a fiduciary financial advisor with 23 years of industry experience. Beth has been with William Blair & Company since 2017; before that, Beth spent less than a year at RBC Capital Markets. Beth holds the CFP® designation.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60606CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 73% of advisors in Chicago
OfficeThe William Blair Building 150 North Riverside, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.49 million
Advisors at the firm329
States licensed ?1 state

Services through William Blair & Company

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
    William BlairCurrent firm
  2. Apr 2005 – Sep 2005

Questions to ask Beth

Tailored to Beth’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Beth

How do I contact Beth?

Call William Blair & Company at (312) 236-1600 and ask for Beth Griffith. Beth works from the Chicago, IL office.

How long has Beth been a financial advisor?

Beth has been in the industry since 2003, about 23 years. More experience than 73% of advisors in Chicago.

What licenses does Beth hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Beth a fiduciary?

Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Beth paid?

William Blair & Company reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Beth for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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