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- Custodian
- Fidelity/NFS ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2008
- Office Locations
- 31
Office Locations
About Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC is a Rolling Meadows-based RIA with 31 offices. The firm has been operating for 18 years. Managing $194.8B in total assets under management, with 218 advisory representatives. They custody assets with Fidelity/NFS and Fiduciary Trust.
Reported data analysis
What the numbers show
Between October 7, 2025 and July 24, 2026, reported AUM increased 7.9%, from $180.6B to $194.8B.
Across 5 reported observations, AUM increased 3009.6% between April 15, 2022 and July 24, 2026, from $6.3B to $194.8B.
Of the latest reported AUM, 6.6% is discretionary and 93.4% is non-discretionary.
The firm reports 218 advisory representatives and 6,420 clients, or 29.4 clients per representative. That equates to $30.3M in reported AUM per client.
The profile lists 31 reported office locations and 18 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
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- Platform
- Services
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Owner & Executives
MICHAEL JOHN BURCHILL
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
BART LELAND BURKHART
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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CHARLES JOSEPH ABBOUD
--
- CRD
- #1774605
Carissa May Adams
Associate
- CRD
- #7291940
Showing 2 of 131 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,865,469,209 | $3,059,565 |
| Non-Discretionary | $181,957,633,516 | $82,632,894 |
| Total | $194,823,102,725 | $30,407,851 |
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Separately Managed Accounts
SMA allocation detail is available
Gallagher Fiduciary Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Gallagher Fiduciary Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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