Gallagher Fiduciary Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Mega ($100B+)
CRD 146509
· SEC file 801-68868
· Rolling Meadows, IL
· www.ajg.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $195B
- Discretionary
- $12.9B
- Clients
- 6,120
- Avg AUM / client
- $31.8M
- Accounts
- 6,407
- Employees
- 235
AUM over time
$2.0B
$195B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,770 | $682M | 0.35% |
| High net worth individuals | 170 | $295M | 0.15% |
| Pension and profit sharing plans | 2,099 | $171B | 87.5% |
| State or municipal government entities | 36 | $8.4B | 4.33% |
| Insurance companies | 5 | $847M | 0.43% |
| Corporations and other businesses | 11 | $4.1B | 2.1% |
| Other | 29 | $9.9B | 5.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 348.
People (129)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cary, Richard, Carl | Vice President And Controller | Aug 2012 (14y) | Less than 5% | |
| Johnson, Michael, William | Vice President And Area President Gallagher Fiduciary Advisors, Llc | Jan 2017 (10y) | Less than 5% | |
| Ryder, Jennifer | Assistant Secretary, Vp & General Counsel | Jun 2018 (8y) | Less than 5% | |
| Ziebell, William, F | President | Jun 2018 (8y) | Less than 5% | |
| Burchill, Michael, John | Cfo | Feb 2021 (6y) | Less than 5% | |
| John Stanley Jurik | Vice President | Apr 2022 (4y) | Less than 5% | |
| Medina, Nicolas, Ettore | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| David Louis Fenelon | Registered representative | CFP Chartered Financial Consultant | Apr 2022 (4y) | |
| Russell G Tieman | Registered representative | Apr 2022 (4y) | ||
| Andrew Robert Torelli | Registered representative | Chartered Financial Consultant | Apr 2022 (4y) | |
| Lauren Koenig Bump | Registered representative | Apr 2022 (4y) | ||
| Robert Alexander Leonard | Registered representative | CFP | Apr 2022 (4y) | |
| Thomas Jacob Tielbur | Registered representative | Apr 2022 (4y) | ||
| Annette Marie Becker | Registered representative | Apr 2022 (4y) | ||
| Barton Joseph Kershner | Registered representative | CFP | Apr 2022 (4y) | |
| Donald Albert Leese | Registered representative | Apr 2022 (4y) | ||
| Michael Steven Levin | Registered representative | Apr 2022 (4y) | ||
| Rebecca Evelyn Hipp | Registered representative | Apr 2022 (4y) | ||
| Richard John Brock | Registered representative | Apr 2022 (4y) | ||
| Stephen Daniel Mann | Registered representative | Apr 2022 (4y) | ||
| Amalia Maryvonne Beer | Registered representative | Apr 2022 (4y) | ||
| Richard Howard Kudler | Registered representative | Chartered Financial Consultant | Apr 2022 (4y) | |
| Callie Joellen Lucas | Registered representative | Apr 2022 (4y) | ||
| Christopher C Wolff | Registered representative | Apr 2022 (4y) | ||
| Craig Alan Knutilla | Registered representative | Apr 2022 (4y) | ||
| Kraig Matthew Klinkhammer | Registered representative | Apr 2022 (4y) | ||
| Paul Yu | Registered representative | Apr 2022 (4y) | ||
| Ryan Martin Olson | Registered representative | CFP | Apr 2022 (4y) | |
| Walter Neil Straube | Registered representative | CFP | Apr 2022 (4y) | |
| Alaina L Ruiz | Registered representative | Apr 2022 (4y) | ||
| Dustan Bena Bowers | Registered representative | Apr 2022 (4y) | ||
| Julianne Marie Wenzlick | Registered representative | Apr 2022 (4y) | ||
| Jason John Potasnik | Registered representative | Apr 2022 (4y) | ||
| Mark Vincent Plescia | Registered representative | Apr 2022 (4y) | ||
| Nathan Krys Trotman | Registered representative | CFP | Apr 2022 (4y) | |
| Helen Sarah Seestadt | Registered representative | CFP | Apr 2022 (4y) | |
| Jeffrey Phillip Schober | Registered representative | Apr 2022 (4y) | ||
| Kathy Rene Seimet | Registered representative | Apr 2022 (4y) | ||
| Kurt Allen Peavy | Registered representative | Apr 2022 (4y) | ||
| Morgan Alexandra Steves | Registered representative | Apr 2022 (4y) | ||
| Michele Kocak | Registered representative | Apr 2022 (4y) | ||
| Michelle Marie Lamacchio | Registered representative | Apr 2022 (4y) | ||
| Sharon Anne Nudo | Registered representative | Apr 2022 (4y) | ||
| Scott Ryan Powers | Registered representative | Apr 2022 (4y) | ||
| William Jeffery Crenshaw | Registered representative | Apr 2022 (4y) | ||
| William Michael Deyoung | Registered representative | Apr 2022 (4y) | ||
| Scott J Smith | Registered representative | Apr 2022 (4y) | ||
| Anthony Thomas Madera | Registered representative | Apr 2022 (4y) | ||
| Scott Taylor Steves | Registered representative | CFP | Apr 2022 (4y) | |
| Stephen Francis Rohan | Registered representative | Apr 2022 (4y) | ||
| Mark Alan Melnychuk | Registered representative | Apr 2022 (4y) | ||
| Paul Edward Grutzner | Registered representative | May 2022 (4y) | ||
| Martha Ann Spano | Registered representative | Jun 2022 (4y) | ||
| Adam John Miloro | Registered representative | CFP | Jun 2022 (4y) | |
| James D Richardson | Registered representative | Jun 2022 (4y) | ||
| Jeffrey Robert Klein | Registered representative | Jun 2022 (4y) | ||
| Robert Allen Decker | Registered representative | Jun 2022 (4y) | ||
| Andrew Graham Beckett | Registered representative | Jun 2022 (4y) | ||
| Kendall Benjamin Storch | Registered representative | Jun 2022 (4y) | ||
| Shawn Francis Aulenbach | Registered representative | Jul 2022 (4y) | ||
| Elizabeth Ann Boyd | Registered representative | Jul 2022 (4y) | ||
| Thomas Burkhart | Registered representative | Jul 2022 (4y) | ||
| Robert James Bazan | Registered representative | Sep 2022 (4y) | ||
| Gerard E Desmond | Registered representative | Sep 2022 (4y) | ||
| Karl Nathan Gill | Registered representative | Oct 2022 (4y) | ||
| Jacob Nydam | Registered representative | Nov 2022 (4y) | ||
| Amy Welfringer | Registered representative | Feb 2023 (3y) | ||
| Griffin Gordon Vehar | Registered representative | Apr 2023 (3y) | ||
| Kirk Wolf | Registered representative | May 2023 (3y) | ||
| Brett Kusske | Registered representative | CFP | Jul 2023 (3y) | |
| Erica R Lucke | Registered representative | Jul 2023 (3y) | ||
| Jason Adam Orlosky | Registered representative | Jul 2023 (3y) | ||
| Jon Patrick Desmidt | Registered representative | Jul 2023 (3y) | ||
| Jesus Lopez Castaneda | Registered representative | Jul 2023 (3y) | ||
| Matthew De Salvo | Registered representative | Jul 2023 (3y) | ||
| Travis Lee Buck | Registered representative | CFP | Jul 2023 (3y) | |
| Martin Edward Plecinoga | Registered representative | Jul 2023 (3y) | ||
| Michael James Labrie | Registered representative | Jul 2023 (3y) | ||
| Ryan Thomas Nee | Registered representative | Jul 2023 (3y) | ||
| Thomas Francis Nee | Registered representative | Jul 2023 (3y) | ||
| Richard Paul Leblanc | Registered representative | Aug 2023 (3y) | ||
| Wendy Tamie Martinez | Registered representative | Aug 2023 (3y) | ||
| Michael James Vaules | Registered representative | Aug 2023 (3y) | ||
| Edward Thomas Wojton | Registered representative | Aug 2023 (3y) | ||
| Michael Joshua Vaccaro | Registered representative | Sep 2023 (3y) | ||
| Yingying Xu | Registered representative | Sep 2023 (3y) | ||
| Kiley Mulcahy Collins | Registered representative | Oct 2023 (3y) | ||
| Joseph Robert Wolff | Registered representative | Nov 2023 (3y) | ||
| Paige Macy Lewis | Registered representative | Nov 2023 (3y) | ||
| Charles Joseph Abboud | Registered representative | CFP | Dec 2023 (3y) | |
| Brian Davidson | Registered representative | Jan 2024 (3y) | ||
| Kendra Michele Kaiser | Registered representative | Jan 2024 (3y) | ||
| Pablo Jose Penaherrera | Registered representative | Apr 2024 (2y) | ||
| Mauricio Aldrete | Registered representative | Apr 2024 (2y) | ||
| Aaron Stone | Registered representative | Jul 2024 (2y) | ||
| Ryan Gallagher | Registered representative | Jul 2024 (2y) | ||
| Jason Albino | Registered representative | Aug 2024 (2y) | ||
| Kayla Youngs | Registered representative | Oct 2024 (2y) | ||
| Carissa May Adams | Registered representative | Oct 2024 (2y) | ||
| Kimika Tada | Registered representative | Nov 2024 (2y) | ||
| Allison Lorraine Law Tatko | Registered representative | Dec 2024 (2y) | ||
| Benjamin Esdaile | Registered representative | Jan 2025 (2y) | ||
| Terra Sue Adelmund | Registered representative | Mar 2025 (1y) | ||
| James Peter Helgens | Registered representative | Apr 2025 (1y) | ||
| Jorge A Garcia | Registered representative | Apr 2025 (1y) | ||
| Dominic Russo | Registered representative | May 2025 (1y) | ||
| Nicholas Mariano Loutos | Registered representative | May 2025 (1y) | ||
| Tina Marie Ferrell | Registered representative | Jun 2025 (1y) | ||
| Javier Diaz | Registered representative | Jul 2025 (1y) | ||
| Shawn Startti | Registered representative | Jul 2025 (1y) | ||
| Cassandra Sparks | Registered representative | Aug 2025 (1y) | ||
| Jennifer Rose Schuessler | Registered representative | CFP | Aug 2025 (1y) | |
| Sheena Valene Fisher | Registered representative | Aug 2025 (1y) | ||
| Rex Alfred Talabong Jugueta | Registered representative | Sep 2025 (1y) | ||
| Douglas Igel | Registered representative | Oct 2025 (1y) | ||
| Elizabeth Ann Winslett | Registered representative | Oct 2025 (1y) | ||
| Kathleen Ann Nilsson | Registered representative | Oct 2025 (1y) | ||
| Kristina Pauline Keck | Registered representative | Oct 2025 (1y) | ||
| Maureen E Gordillo | Registered representative | Oct 2025 (1y) | ||
| Wesley C Steffek | Registered representative | Nov 2025 (1y) | ||
| Rovin Patel | Registered representative | Nov 2025 (1y) | ||
| Victor Calatrava | Registered representative | Jan 2026 (1y) | ||
| Thomas Christian Tenaglia | Registered representative | Feb 2026 (0y) | ||
| Timothy Nelson Hunt | Registered representative | Feb 2026 (0y) | ||
| Kendall Bruns | Registered representative | Feb 2026 (0y) | ||
| Fernando Ortiz | Registered representative | Mar 2026 (0y) | ||
| Evan Clark Hirsh | Registered representative | Jun 2026 (0y) | ||
| Thomas Adam Braile | Registered representative | Jun 2026 (0y) | ||
| Carly Frances Prentice Bell | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | Member | May 2007 | A | 75% or more |
| Arthur J. Gallagher & Co. | Owner | Apr 1999 | B | ≈ 42.19% – 100% via Arthur J Gallagher (Us) Llc |
| Arthur J Gallagher (Us) Llc | Owner | Apr 1999 | B | ≈ 56.25% – 100% via Gallagher Benefit Services, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Arthur J. Gallagher & Co.: 75% – 100% of Arthur J Gallagher (Us) Llc × 75% – 100% of Gallagher Benefit Services, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Arthur J Gallagher (Us) Llc: 75% – 100% of Gallagher Benefit Services, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Arena Sports Inc. 401(k) Profit Sharing Plan And Trust | Arena Sports, Inc. | 0 | $0 | 01/01/2025 |
| The Agma Retirement Plan | Board Of Trustees Agma Retirement Plan | 8,793 | $117M | 09/01/2024 |
| Heating, Piping And Refrigeration Pension Fd Pension Fund | Bd Of Tees Heating, Piping & Refrigeration Pension Fund | 5,962 | $1.4B | 09/01/2024 |
| The Benedictine School For Exceptional Children, Inc. 403(b) Plan | The Benedictine School For Exceptional Children, Inc | 383 | $12.5M | 08/01/2024 |
| Texas A&M Foundation Employees' Pension Plan | Texas A&M Foundation | 174 | $46.1M | 07/01/2024 |
| Friends Of Youth 403(b) Retirement Plan | Friends Of Youth | 124 | $5.1M | 07/01/2024 |
| Bison Transport (Usa), Inc. Employees' 401(k) Plan | Bison Transport (Usa), Inc. | 921 | $41.3M | 07/01/2024 |
| 403(b) Thrift Plan For Prairiestar Health Center, Inc. | Prairiestar Health Center, Inc. | 148 | $6.5M | 07/01/2024 |
| Lincoln Community Health Center, Inc. Retirement Plan | Lincoln Community Health Center, Inc. | 224 | $9.2M | 07/01/2024 |
| Lincoln Community Health Center, Inc. Internal Revenue Code Section 403(b) | Lincoln Community Health Center, Inc. | 258 | $17.9M | 07/01/2024 |
| University Book Store Inc Employees' Retirement Savings Plan And Trust | University Book Store Inc | 67 | $21.6M | 07/01/2024 |
| Aging Services Of North Central Massachusetts, Inc. 403(b) Plan | Aging Services Of North Central Massachusetts, Inc. | 117 | $7.0M | 07/01/2024 |
| New York District Council Of Carpenters Annuity Fd | Board Of Trustees Of The Nydcc Annuity Fd | 15,553 | $3.7B | 07/01/2024 |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| Hagerstown Motor Carriers And Teamsters Pension Plan | Board Of Trustees Hagerstown Motor Carriers And | 357 | $223M | 07/01/2024 |
| The Chicago High School For The Arts 403(b) Plan | The Chicago High School For The Arts | 114 | $3.8M | 07/01/2024 |
| 32 Bj School Workers Pension Fund | Board Of Trustees Of The 32 Bj School Workers Pension Fund | 5,309 | $625M | 07/01/2024 |
| New York District Council Of Carpenters Pension Pl | Board Of Trustees Of Nycdcc Pension Fund | 10,331 | $5.4B | 07/01/2024 |
| Wisconsin Masons Pension Fund | Board Of Trustees Of Wisconsin Masons Pension Fund | 1,001 | $327M | 06/01/2024 |
| Cement Masons Local 526 Pension Plan | Board Of Trustees Cement Masons Local 526 Pension Fund | 500 | $75.3M | 06/01/2024 |
| United Parcel Service, Inc. Machinists Lodge 447 (Iamaw) Annuity Fund | Bd. Of Trustees,Ups Inc. Machinists Lodge 447 (Iamaw) Annuity Fund | 1,096 | $64.3M | 05/01/2024 |
| Arc Health Partners 401(k) Plan | Arc Health Opco, Llc | 1,264 | $11.7M | 04/05/2024 |
| Applus Employee 401(k) Retirement Plan | Applus | 289 | $12.5M | 04/01/2024 |
| Highline Grain Growers, Inc. 401(k) Plan | Highline Grain Growers, Inc | 97 | $22.6M | 04/01/2024 |
| Major League Baseball Players Pension Plan | Pension Committee Of Mlb Players Benefit Plan | 1,098 | $4.8B | 04/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $952M (1% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗