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GALLAGHER FIDUCIARY ADVISORS, LLC
CRD 146509File 801-68868
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$194.82B
Top 10% of cohort (national)
Discretionary AUM
$12.87B
Non-discretionary $181.96B
Clients
6,091
6,407 accounts
Employees
235
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 17, 2008
- Principal office
- 2850 GOLF ROAD, ROLLING MEADOWS, IL, 60008
- Phone
- 630-773-3800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.82B
- Discretionary AUM
- $12.87B
- Non-discretionary AUM
- $181.96B
- Discretionary accounts
- 4,205
- Non-discretionary accounts
- 2,202
- Total accounts
- 6,407
- AUM per client
- $32.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $4.09B |
| Insurance companies | 5 | $847.5M |
| High net worth individuals | 170 | $295.5M |
| Pension and profit sharing plans | 2,099 | $170.55B |
| State or municipal government entities | 36 | $8.44B |
| Individuals (other than high net worth individuals) | 3,770 | $682.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6120 | 6091 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.