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GREAT LAKES ADVISORS, LLC

CHICAGO, IL · CRD 110757 · IAPD ↗ · wintrustwealth.com · 312-431-1700

$16.16BRegulatory AUM
37Advisory reps
84Employees
16Clients
101-250Planning clients
3Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — GREAT LAKES ADVISORS, LLC changed its website from greatlakesadvisors.com to wintrustwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2026 — GREAT LAKES ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2026 — GREAT LAKES ADVISORS, LLC notice-filed in AK, AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — GREAT LAKES ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.