Great Lakes Advisors, LLC
SEC RegisteredAbout the firm
Wintrust Wealth Management consists of four companies working in concert with each other to serve the wealth management needs of individuals, business owners, and institutions. Collectively, Wintrust Investments, The Wintrust Private Trust Company, Great Lakes Advisors, and Chicago Deferred Exchange Company provide comprehensive brokerage and insurance, trust and estate, and portfolio management solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive brokerage and insurance, trust and estate planning, portfolio management, investment planning, retirement planning, college savings planning, wealth transfer and estate planning, family protection and insurance, charitable giving, and private banking services.
Who they serve
Individuals, business owners, institutions, families, and private clients seeking trust and estate planning, investment planning, and tailored credit and deposit solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 687 | $1.1B |
| High Net Worth Individuals | 150 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $62M |
| Charitable Organizations | 54 | $3.2B |
| State/Municipal Entities | 135 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 4 | — |
| Corporations | 0 | $0 |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Great Lakes Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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