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GALLAGHER FIDUCIARY ADVISORS, LLC
CRD 146509File 801-68868
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6,120 | 6,091 | decreased by29 |
| Apr 1, 2026 | Employees | 221 | 235 | increased by14 |
| Apr 1, 2026 | Clients | 5,431 | 6,120 | increased by689 |
| Apr 1, 2026 | AUM | $180,614,282,519 | $194,823,102,725 | increased by$14,208,820,206 |
| Apr 1, 2026 | Accounts | 5,754 | 6,407 | increased by653 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 221 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 5,431 | increased by5,376 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,265,200,000 | $180,614,282,519 | increased by$174,349,082,519 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 55 | 5,754 | increased by5,699 |
| Apr 1, 2022 | Clients | 56 | 55 | decreased by1 |
| Apr 1, 2022 | AUM | $5,754,700,000 | $6,265,200,000 | increased by$510,500,000 |
| Apr 1, 2022 | Accounts | 56 | 55 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GALLAGHER FIDUCIARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GALLAGHER FIDUCIARY” may also match similarly-named firms). Confirm identity against each filing.
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.