Gw&k Investment Management, LLC

Overview

Headquarters

Boston, MA

Total Firm Assets

$52.8 billion

Average High-Net-Worth Client Portfolio Size

$0.8 million

Fee Disclosure

Source: GWK PART 2A (2026-03-26) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets

76.52%

Number of High-Net-Worth Clients

47,749

Total Client Accounts

48,710

Discretionary Accounts

48,710

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

121942

• GWK PART 2A (2026-03-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions