GALLAGHER FIDUCIARY ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $194.82B |
| Discretionary | $12.87B7% of AUM |
| Non-Discretionary | $181.96B |
| Client Accounts | 6,407 |
| Avg Account Size | $30.4M |
| Employees | 235 |
| Peak AUM | $194.82BMar 2026 |
| AUM CAGR | +8.3% /yrover 18 yrs · 53 filings |
AUM by Client Type
Total AUM
$194.8B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $194.8B | +7.9% | +209.9% | +100.0% | |
| Discretionary AUM | $12.9B | +2.9% | +25.3% | +17.2% | |
| Non-Disc. AUM | $182.0B | +8.2% | — | — | |
| Total Accounts | 6k | +11.3% | +284.1% | +154.2% | |
| Avg Account Size | $30M | 3.1% | 19.3% | 21.3% | |
| Employees | 235 | +6.3% | +20.6% | +49.9% | |
| AUM / Employee | $829M | +1.4% | +157.0% | +33.4% | |
Client AUM Segments | |||||
| Wealth AUM | $978M | +4.3% | — | — | |
| Institutional AUM | $183.9B | +8.6% | +210.0% | +100.7% | |
| Other AUM | $9.9B | 3.1% | +198.5% | +86.8% | |
Client Count Segments | |||||
| HNW Clients | 4k | +21.0% | — | — | |
| Institutional | 2k | +0.6% | +171.8% | +120.2% | |
| Individuals | 170 | +23.2% | — | — | |
Key Metrics
| Total AUM | $194.82B |
| Discretionary | $12.87B |
| Employees | 235 |
| Client Accounts | 6407 |
| Client Range | 251-500 |
Contact & Location
Address
2850 GOLF ROAD
ROLLING MEADOWS IL 60008
Phone
630-773-3800
Filing History
53 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$12.9B
6.6% of AUM
Non-Discretionary
$182.0B
93.4% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant