GF
GALLAGHER FIDUCIARY ADVISORS, LLC
SEC RegisteredImpartial, thoughtful and proactive investment recommendations and independent fiduciary decision-making services
ROLLING MEADOWS, ILhttps://ajg.com/us/services/investments-fiduciary-consulting212-330-1011
Assets Under Management
$25B+
Employees
235
Office Locations
36 offices
Total Accounts
6407
About the firm
Gallagher Investments and Fiduciary Services provides investment consulting and independent fiduciary decision-making services, applying its approach to traditional and alternative investments as both an advisor and a discretionary investment manager, including outsourced chief investment officer (OCIO) services. The team operates with objectivity, using an open investment platform with only third-party investment funds and no proprietary funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Investment ConsultingFiduciary ConsultingOCIOAsset AllocationDefined Benefit PlansDefined Contribution PlansAlternative InvestmentsPrivate MarketsSocially Responsible InvestingInvestment Manager Due DiligenceEndowments And Foundations+1 more
Services
Investment policy statement and asset allocation, investment structure, manager due diligence and selection, private markets due diligence and selection, investment manager monitoring and performance reporting, OCIO services, socially responsible investments, and independent fiduciary services.
Who they serve
Corporations, public sector organizations, healthcare organizations, defined contribution plan sponsors, defined benefit plan sponsors, pension scheme trustees, multi-employer plan trustees, endowments, foundations and other institutional fund managers, and financial advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,770 | $682M |
| High Net Worth Individuals | 170 | $295M |
| Charitable Organizations | 2,099 | $170.6B |
| Sovereign Wealth Funds | 5 | — |
300 total clients reported on Form ADV.
Leadership
Inc. Gallagher Benefit Services
ENTITY
John Joseph Caraher
VP/CFO
Jack Henry Lazzaro
TREASURER
Frank Nicholas Domeisen
AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC
Arthur J. Gallagher & Co.
OWNER
Francis Xavier Lilly
AREA CHAIRMAN GALLAGHER FIDUCIARY ADVISORS, LLC
Diana Fay Butts
VICE PRESIDENT
Jerome Stephen Hanner
VICE PRESIDENT
Paul Francis Wasikowski
VICE PRESIDENT -- TAX
Lisa Ann Coyne
ASSISTANT VICE PRESIDENT -- TAX
April Hanes-Dowd
SECRETARY
Richard Carl Cary
VICE PRESIDENT
David Mandeville Ziegler
PRESIDENT
Nicholas Matthew Davies
AREA PRESIDENT GALLAGHER FIDUCIARY ADVISORS, LLC
Natalie Hope Kossak
CHIEF COMPLIANCE OFFICER
Office locations
36 offices in 25 states
IL
ROLLING MEADOWSHQ
MA
BOSTON
MI
BLOOMFIELD HILL
WA
BELLEVUE
TX
HOUSTON
TX
AUSTIN
GA
ATLANTA
LA
BATON ROUGE
WI
BROOKFIELD
IN
CARMEL
NC
CHARLOTTE
OH
CLEVELAND
LA
BATON ROUGE
TX
DALLAS
MO
KANSAS CITY
NY
LATHAM
DC
WASHINGTON
AR
LITTLE ROCK
WI
MADISON
PA
BERWYN
CT
E. HARTFORD
OK
OKLAHOMA CITY
MO
ST. LOUIS
MA
WAKEFIELD
MN
BURNSVILLE
PA
PITTSBURGH
CO
CENTENNIAL
KS
MANHATTAN
MD
ROCKVILLE
NY
NEW YORK
WI
MADISON
FL
JACKSONVILLE
MN
BLOOMINGTON
CA
IRVINE
OH
DUBLIN
UT
SOUTH OGDEN
Advisors at this firm
Showing 100 of 121
Charles Joseph Abboud
Investment Adviser Representative
Carissa May Adams
Investment Adviser Representative
Terra Sue Adelmund
Investment Adviser Representative
Jason Albino
Investment Adviser Representative
Mauricio Aldrete
Investment Adviser Representative
Shawn Francis Aulenbach
Investment Adviser Representative
Dustan Bena Bowers
Investment Adviser Representative
Richard John Brock
Investment Adviser Representative
Kendall Bruns
Investment Adviser Representative
Travis Lee Buck
Investment Adviser Representative
Robert James Bazan
Investment Adviser Representative
Annette Marie Becker
Investment Adviser Representative
Andrew Graham Beckett
Investment Adviser Representative
Amalia Maryvonne Beer
Investment Adviser Representative
Carly Frances Prentice Bell
Investment Adviser Representative
Elizabeth Ann Boyd
Investment Adviser Representative
Lauren Koenig Bump
Investment Adviser Representative
Thomas Burkhart
Investment Adviser Representative
Victor Calatrava
Investment Adviser Representative
Kiley Mulcahy Collins
Investment Adviser Representative
Jon Patrick Desmidt
Investment Adviser Representative
Gerard E Desmond
Investment Adviser Representative
William Michael Deyoung
Investment Adviser Representative
Brian Davidson
Investment Adviser Representative
Robert Allen Decker
Investment Adviser Representative
Matthew Desalvo
Investment Adviser Representative
Javier Diaz
Investment Adviser Representative
Benjamin Esdaile
Investment Adviser Representative
Tina Marie Ferrell
Investment Adviser Representative
Sheena Valene Fisher
Investment Adviser Representative
David Louis Fenelon
Investment Adviser Representative
Paul Edward Grutzner
Investment Adviser Representative
Ryan Gallagher
Investment Adviser Representative
Jorge A Garcia
Investment Adviser Representative
Karl Nathan Gill
Investment Adviser Representative
Maureen E Gordillo
Investment Adviser Representative
James Peter Helgens
Investment Adviser Representative
Evan Clark Hirsh
Investment Adviser Representative
Rebecca Evelyn Hipp
Investment Adviser Representative
Timothy Nelson Hunt
Investment Adviser Representative
Douglas Igel
Investment Adviser Representative
Rex Alfred Talabong Jugueta
Investment Adviser Representative
John Stanley Jurik
Investment Adviser Representative
Barton Joseph Kershner
Investment Adviser Representative
Jeffrey Robert Klein
Investment Adviser Representative
Kraig Matthew Klinkhammer
Investment Adviser Representative
Brett Kusske
Investment Adviser Representative
Kendra Michele Kaiser
Investment Adviser Representative
Kristina Pauline Keck
Investment Adviser Representative
Craig Alan Knutilla
Investment Adviser Representative
Michele Kocak
Investment Adviser Representative
Richard Howard Kudler
Investment Adviser Representative
Michael James Labrie
Investment Adviser Representative
Richard Paul Leblanc
Investment Adviser Representative
Michael Steven Levin
Investment Adviser Representative
Paige Macy Lewis
Investment Adviser Representative
Erica R Lucke
Investment Adviser Representative
Michelle Marie Lamacchio
Investment Adviser Representative
Allison Lorraine Law-Tatko
Investment Adviser Representative
Donald Albert Leese
Investment Adviser Representative
Robert Alexander Leonard
Investment Adviser Representative
Jesus Lopez-Castaneda
Investment Adviser Representative
Nicholas Mariano Loutos
Investment Adviser Representative
Callie Joellen Lucas
Investment Adviser Representative
Wendy Tamie Martinez
Investment Adviser Representative
Anthony Thomas Madera
Investment Adviser Representative
Stephen Daniel Mann
Investment Adviser Representative
Paul Asbjoin Matheson
Investment Adviser Representative
Mark Alan Melnychuk
Investment Adviser Representative
Adam John Miloro
Investment Adviser Representative
Ryan Thomas Nee
Investment Adviser Representative
Thomas Francis Nee
Investment Adviser Representative
Kathleen Ann Nilsson
Investment Adviser Representative
Sharon Anne Nudo
Investment Adviser Representative
Jacob Nydam
Investment Adviser Representative
Ryan Martin Olson
Investment Adviser Representative
Jason Adam Orlosky
Investment Adviser Representative
Fernando Ortiz
Investment Adviser Representative
Martin Edward Plecinoga
Investment Adviser Representative
Rovin Patel
Investment Adviser Representative
Kurt Allen Peavy
Investment Adviser Representative
Pablo Jose Penaherrera
Investment Adviser Representative
Mark Vincent Plescia
Investment Adviser Representative
Jason John Potasnik
Investment Adviser Representative
Scott Ryan Powers
Investment Adviser Representative
James D Richardson
Investment Adviser Representative
Stephen Francis Rohan
Investment Adviser Representative
Alaina L Ruiz
Investment Adviser Representative
Dominic Russo
Investment Adviser Representative
Jeffrey Phillip Schober
Investment Adviser Representative
Jennifer Rose Schuessler
Investment Adviser Representative
Kathy Rene Seimet
Investment Adviser Representative
Scott J Smith
Investment Adviser Representative
Kendall Benjamin Storch
Investment Adviser Representative
Helen Sarah Seestadt
Investment Adviser Representative
Martha Ann Spano
Investment Adviser Representative
Cassandra Sparks
Investment Adviser Representative
Shawn Startti
Investment Adviser Representative
Wesley C Steffek
Investment Adviser Representative
Morgan Alexandra Steves
Investment Adviser Representative
Regulatory & compliance
CRD number
#146509
SEC Number
801-68868
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GALLAGHER FIDUCIARY ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.