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William Averill

Owner, Head of Distribution, Managing Partner at Aristotle Capital Management

Investment adviser and broker registrationsLos Angeles, CASEC record checked 18 October 2026

21
Years in the industry
10
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

William Averill is Owner, Head of Distribution, Managing Partner of Aristotle Capital Management, LLC, a Los Angeles investment adviser managing $43.5B. William Averill has been registered through Aristotle Capital Management since 26 October 2015, has 21 years in the industry across 2 firms and has passed the Series 7, Series 63, Series 3 and SIE.

Role at Aristotle Capital Management

Title on Schedule A
Owner, Head of Distribution, Managing Partner
Control
William Averill is a control person of Aristotle Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Averill has held the filed role since November 2024.

The firm

Aristotle Capital Management, LLC
Los Angeles, CA

Form ADV filed 30 April 2026

$43.5B AUM5,167 clients18 advisers3 offices

Career on record

William Averill has been registered through Aristotle Capital Management since October 2015, and before that through Loomis, Sayles & Company, L.p..

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Aristotle Capital Management, LLCCurrent
    – present · 11 years
    Los Angeles, CA · Adviser representative · Firm CRD 109876
  3. Passed Series 3 · 2013
  4. Passed Series 63 · 2006
  5. Passed Series 7 · 2005
  6. Loomis, Sayles & Company, L.p.
    – · 10 years
    Boston, MA · Adviser representative · Firm CRD 105377

Registrations and exams

William Averill has a current investment-adviser registration in Massachusetts and has passed 4 qualifying exams.

Massachusetts26 October 2015
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6319 June 2006
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 36 June 2013
Name
National Commodity Futures Examination
Series 714 November 2005
Name
General Securities Representative Examination

Individual record

Full name
William J. Averill
CRD
4956291
Firm
Aristotle Capital Management, LLC
Registration status
Investment adviser and broker registrations
Office
11100 SANTA MONICA BLVD, SUITE 1700, Los Angeles, CA 90025-0449
Firm bio
aristotlecap.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Aristotle Capital lists William Averill as President and Head of Distribution. Official Aristotle Capital team page

Common questions

Where does William Averill work?

William Averill has been Owner, Head of Distribution, Managing Partner of Aristotle Capital Management, LLC since November 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 April 2026

Is William Averill a financial advisor?

Yes. William Averill has a current investment-adviser registration in Massachusetts, through Aristotle Capital Management since October 2015, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does William Averill have?

William Averill has worked in the financial industry for 21 years as of 18 October 2026, counted from 1 August 2005, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has William Averill passed?

William Averill has passed 4 licensing exams: the Series 7, Series 63, Series 3 and SIE. The earliest, the Series 7, was passed in November 2005.

Source: IAPD individual record, checked 18 October 2026

Where did William Averill work before Aristotle Capital Management?

Before Aristotle Capital Management, William Averill was registered through Loomis, Sayles & Company, L.p., May 2005 to May 2015.

Source: IAPD individual record, checked 18 October 2026

Where is William Averill based?

William Averill’s registered office is in Los Angeles, CA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Aristotle Capital Management

Sources

  1. IAPD individual record, CRD 4956291. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Aristotle Capital Management, LLC, filed 30 April 2026. Title, control and ownership bands.
  3. Aristotle Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Averill or Aristotle Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.