Investment adviser · CRD 146509
GALLAGHER FIDUCIARY ADVISORS, LLC
Investment adviser filing (IA)
ROLLING MEADOWS, IL, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $195B Form ADV · Item 5.F
- Client accounts
- 6,407 Accounts, not individual clients
- Employees
- 235 Reported in this filing
- Advisory professionals
- 218 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 2,099 | $170,550,031,958 | 87.5% |
| Other clients | 29 | $9,920,134,378 | 5.1% |
| Government entities | 36 | $8,435,722,746 | 4.3% |
| Corporations & businesses | 11 | $4,092,144,484 | 2.1% |
| Insurance companies | 5 | $847,467,078 | 0.4% |
| Individuals | 3,770 | $682,104,770 | 0.4% |
| High-net-worth individuals | 170 | $295,497,311 | 0.2% |
Filing source
Form ADV 2135218 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2850 GOLF ROADROLLING MEADOWS, IL, 60008, United States
CRD 146509
Filing source
Form ADV 2135218 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.