William Blair Opens New Dallas Wealth Office

The wealth management firm expands its Texas presence by recruiting a seasoned four-person advisory team.

Updated on Oct. 28, 2026 in Financial Planning

Bold flat-color editorial illustration depicting stylized architectural steel and stone, representing institutional expansion in a major metropolitan financial center. — William Blair Private Wealth Management has launched a new Dallas office, recruiting a four-person advisory team from UBS to expand its Texas presence. AI Illustration. Upload story photo >

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William Blair Private Wealth Management has officially launched a new office in Dallas. The firm is establishing its local footprint by bringing on a four-person advisory team.

Why it matters

The new office aims to expand the firms ability to provide wealth management services directly to clients throughout Texas. This move marks a strategic effort by the firm to grow its regional presence.

The new team is led by Ryan Berube, who brings over 30 years of industry experience, and Allen Abney, who possesses nearly 20 years in financial services.

The players

William Blair Private Wealth Management

This is a financial services firm that provides wealth management and investment advisory services to high-net-worth clients.

Ryan Berube

He is an experienced wealth advisor and former Olympic gold medalist who leads the new team in Dallas.

Allen Abney

He is a financial services professional with nearly two decades of experience who joins the firm as a team leader.

UBS Private Wealth Management

This is a global financial services firm that previously employed the advisory team now moving to William Blair.

The details

The new advisory team previously worked at UBS Private Wealth Management before joining the firm. Ryan Berube, a team leader, holds the CFP professional certification.

1996: Ryan Berube won an Olympic gold medal.
October 2026: William Blair opened the Dallas office.

Market Dynamics

This move follows the industry-wide trend of firms decentralizing from traditional financial centers to establish regional hubs in high-growth markets. It positions William Blair to compete directly for market share in the Texas wealth management sector.

Local residents in the Dallas area now have access to a new team of advisors for their wealth management needs. Clients previously served by these advisors at their prior firm may experience changes in their account management platforms.

The takeaway

Clients evaluating new wealth management relationships should prioritize reviewing the continuity of their advisory team's service model during firm transitions. Ensuring that an advisor holds professional credentials like the CFP can help verify their ongoing commitment to industry standards.