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GW&K INVESTMENT MANAGEMENT, LLC

BOSTON, MA · CRD 121942 · IAPD ↗ · gwkinvest.com · 617-236-8900

$52.78BRegulatory AUM
63Advisory reps
177Employees
26Clients
51-100Planning clients
3Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GW&K INVESTMENT MANAGEMENT, LLC shrank from 68 to 63 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
84
April 2025 — GW&K INVESTMENT MANAGEMENT, LLC grew from 54 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — GW&K INVESTMENT MANAGEMENT, LLC shrank from 59 to 54 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — GW&K INVESTMENT MANAGEMENT, 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.