Gallagher Fiduciary Advisors, LLC
ROLLING MEADOWS, IL
Form ADV and provider website profile · CRD 146509 · regulatory data as of Jul 24, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Gallagher Fiduciary Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$194.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
6,407Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$12.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$182.0BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$194.8BTotal Firm AUM
$12.9BDiscretionary AUM
$182.0BNon-discretionary AUM
6,407Total accounts
4,205Discretionary accounts
2,202Non-discretionary accounts
Client Mix by Firm AUM
$194.8BFirm AUM
Retirement Plans87.5%
Other5.1%
Municipalities4.3%
Corporations2.1%
Insurance companies0.4%
Individuals0.4%
High-Net-Worth0.2%
Reported Client Types
Source: Form ADV client recordsRetirement Plans87.5%
2,099 clients$170.6B firm assets
Other5.1%
29 clients$9.9B firm assets
Municipalities4.3%
36 clients$8.4B firm assets
Corporations2.1%
11 clients$4.1B firm assets
Insurance companies0.4%
5 clients$847M firm assets
Individuals0.4%
3,770 clients$682M firm assets
High-Net-Worth0.2%
170 clients$295M firm assets
Reported total6,120 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $170.6B | 2,099 | 87.5% |
| Other | $9.9B | 29 | 5.1% |
| Municipalities | $8.4B | 36 | 4.3% |
| Corporations | $4.1B | 11 | 2.1% |
| Insurance companies | $847M | 5 | 0.4% |
| Individuals | $682M | 3,770 | 0.4% |
| High-Net-Worth | $295M | 170 | 0.2% |
| Reported total | $194.8B | 6,120 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…