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GALLAGHER FIDUCIARY ADVISORS, LLC

ROLLING MEADOWS, IL · CRD 146509 · IAPD ↗ · ajg.com · 630-773-3800

$194.82BRegulatory AUM
218Advisory reps
235Employees
300Clients
251-500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — GALLAGHER FIDUCIARY ADVISORS, LLC grew from 160 to 218 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
May 2025 — GALLAGHER FIDUCIARY ADVISORS, LLC reported RAUM up 44% ($125.75B -> $180.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
May 2025 — GALLAGHER FIDUCIARY ADVISORS, LLC now reports custody of client assets ($309.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2025 — GALLAGHER FIDUCIARY ADVISORS, LLC reported RAUM up 1128% ($10.24B -> $125.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — GALLAGHER FIDUCIARY ADVISORS, LLC added office(s): 25 -> 45 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2024 — GALLAGHER FIDUCIARY ADVISORS, LLC reported RAUM up 57% ($6.54B -> $10.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2024 — GALLAGHER FIDUCIARY ADVISORS, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — GALLAGHER FIDUCIARY ADVISORS, LLC grew from 122 to 160 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.