Great Lakes & Atlantic

Wealth Management & Advisory Partners, LLC.

Your Firm… Your Choice.

Registered Investment Advisor | RIA

THINKING OF VENTURING OUT ON YOUR OWN?

Choose an experienced partner that’s truly invested in your success. Great Lakes & Atlantic will help you enter the RIA world, with you at the helm deciding your future while we put you in growth mode to take your business to the next level. We work with break-away and independent advisors to start their own firm from locating real estate, to creating and building the brand and ensuring a smooth transition to bring your business over as quickly as possible.
Charlotte Registered Investment Advisor | RIA

UNPARALLELED SUPPORT & CLIENT SERVICES

Benefit from Great Lakes & Atlantic, your RIA administrator and extended support team, which gives Advisors access to resources and services above and beyond marketing, operations and compliance including Next Level Advisor Coaching Program, Business Continuity and Succession Planning, an Equity Participation Plan, our Community of Advisors and Regatta Asset Management.
Chicago Registered Investment Advisor | RIA

REGATTA INVESTMENT ADVANTAGE

Your firm will also benefit from our Regatta Asset Management platform –your CIO and “investment edge”—leading the way for your clients to achieve financial freedom. Our research analysts and portfolio team provide a seamless experience for Advisors and your clients.

“We have created a hybrid Registered Investment Advisor firm that gives like-minded Advisors the freedom to own their business, manage their practice and serve their clients while also offering the benefits of an experienced support structure.”

Great Lakes & Atlantic