Great Lakes Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 30, 2026, reports $16.2B in regulatory assets under management, 84 employees, 3 offices, and 2,978 accounts.
Assets Under Management
$16.2B
Employees
84
Offices
3 offices
Total Clients
1,731
Primary office
CHICAGO, IL
231 S. LASALLE STREET, 4TH FLOOR, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 39.7% of total clients.
Top client categories% of clientsClients
1
Individuals
39.7%
687
2
LLP, WRAP, TAFT-HARTLEY & PROPRIETARY PILOT ACCOUNTS
36.4%
630
3
HNWI
8.7%
150
4
Charitable
7.8%
135
5
Corporations
3.3%
57
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.2Bas of March 30, 2026
Discretionary98.2%
$15.9B
98% of total RAUM98.2%
Non-discretionary1.8%
$287M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$16.2B
Total Accounts2,978
10Y AUM Change+$8.5B (+111.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees84
Clients per Employee21:1
10Y Employee Change+15 (+21.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.