Gallagher Fiduciary Advisors, LLC

Registered investment adviser · Rolling Meadows, IL · CRD #146509

Form ADV data as of 2026-09-01

Regulatory assets

$194.82 billion

Total accounts

6,407

Employees

235

Disclosure events

Firm details

Website: https://www.ajg.com/us/services/investments-fiduciary-consulting/
Telephone: 630-773-3800
SEC file number: 801-68868
Most recent Form ADV filing: 2026-07-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$12.87 billion
Non-discretionary regulatory assets under management	$181.96 billion
Total regulatory assets under management	$194.82 billion
Discretionary accounts	4,205
Non-discretionary accounts	2,202
Total accounts	6,407
Regulatory assets under management attributable to non-U.S. persons	$115.4 million

People

Total employees (excluding clerical)	235
Employees performing investment advisory functions (including research)	218
Employees who are registered representatives of a broker-dealer	83
Employees registered as investment adviser representatives with a state	118
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	90
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$443.0 million
Clients for whom the firm has custody	5
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Other

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agencyPension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,770	$682.1 million
High net worth individuals	170	$295.5 million
Pension and profit sharing plans (not the participants or government plans)	2,099	$170.55 billion
State or municipal government entities (including government pension plans)	36	$8.44 billion
Insurance companies	5	$847.5 million
Corporations or other businesses not listed above	11	$4.09 billion
Other	29	$9.92 billion