GL
GREAT LAKES ADVISORS, LLC
SEC RegisteredCHICAGO, ILhttps://wintrustwealth.com312-431-1700
Assets Under Management
$5B–$25B
Employees
84
Office Locations
5 offices
Total Accounts
2978
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal
Who they serve
| 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
Whamco Holding Company
CORPORATE PARENT
John Stoll Lillard
MANAGER
Bert Atwater Getz
MANAGER
Thomas Patrick Zidar
MANAGER CHAIRMAN
Thomas Martin Paulus
CHIEF FINANCIAL OFFICER
Scott Keith Heitmann
MANAGER
Wintrust Financial Corporation
DIRECT OWNER
Marla Friedman Glabe
MANAGER
Thomas Regan Kiley
MANAGER & CHIEF EXECUTIVE OFFICER
Edward Joseph Calkins
MANAGER & SR. MANAGING DIRECTOR
Timothy Allen Schlindwein
MANAGER
Croft W James
MANAGER
Paul Clayton Carlisle
MANAGER
Gary Alan Lenhoff
MANAGER & CHIEF INVESTMENT OFFICER - FUNDAMENTAL EQUITIES
Office locations
5 offices in 4 states
IL
CHICAGOHQ
WI
MILWAUKEE
CT
STAMFORD
IL
LAKE FOREST
FL
TAMPA
Advisors at this firm
17 advisors in the directory
Justin Andrews
Investment Adviser Representative
John Dennis Bright
Investment Adviser Representative
Matthew Channell
Investment Adviser Representative
Bruce Allen Ebel
Investment Adviser Representative
Ronee Nicole Greazel
Investment Adviser Representative
Calvin Bradley Hays
Investment Adviser Representative
Sean Terrence Hipskind
Investment Adviser Representative
Bryan Patrick Long
Investment Adviser Representative
Peter F Lynch
Investment Adviser Representative
Patrick Michael Morrissey
Investment Adviser Representative
Jon Edward Quigley
Investment Adviser Representative
Richard Michael Rokus
Investment Adviser Representative
Steven Neil Schenker
Investment Adviser Representative
Joseph Francis Sciaccotta
Investment Adviser Representative
Elliott Joseph Silver
Investment Adviser Representative
Steven Paul Swensen
Investment Adviser Representative
Lori Ann Heikkila Willis
Investment Adviser Representative
Regulatory & compliance
CRD number
#110757
SEC Number
801-16937
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
wintrustwealth.comPhone
312-431-1700Find an advisor that fits
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Editorial disclosure
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.