New Member Adds 90 Advisors and 50 Support Staff to Independent Wealth Management Network
PHOENIX, April 11, 2022 /PRNewswire/ — Advisor Group Inc., the nation’s largest network of independent wealth management firms, today announced the addition of Gallagher’s Retirement Plan Consulting Practice, a team of more than 90 advisors, to the Advisor Group network. .
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors, a network of companies that also includes FSC Securities, Royal Alliance Associates Inc., SagePoint Financial, Securities America and Woodbury Financial Services.
Gallagher’s pension consulting capabilities are built on the team’s extensive experience, expertise and credibility with defined benefit and defined contribution clients. An advisory model that combines the flexibility of a small business with the scalability and depth of a large organization has made Gallagher and Triad natural and like-minded partners in delivering holistic financial wellness solutions to clients.
“Autonomy was a key factor in our decision to consolidate most of our core businesses, including the more than 2,000 pension plans we oversee. A hybrid model – with Gallagher Fiduciary Advisors, LLC, in as RIA and Triad Advisors as a broker – dealer – provides the flexibility to grow our financial planning practice,” said John JurickGallagher’s national practice leader for pension consulting.
Jeff Leonardleader in financial and retirement services for North America, added that “Gallagher chose Triad because of its experience, expertise and focus on partnership.”
Michael GattiCFP®, Vice President of Business Development at Triad Advisors, said, “Gallagher’s leadership’s decades of experience in guiding corporate clients, financial planners and potential merger partners toward their goals brings tremendous value. amazing to our network. We look forward to meeting their needs and those of their customers and building a long-term relationship with the entire team.”
“We are delighted that the Gallagher team recognized Triad’s reputation as a leader and pioneer of the hybrid RIA model when examining the growing retirement needs of its business practice,” said Jeff Rosental, President of Triad Advisors. “We are honored to have them as part of the Advisor Group family.”
Greg CornickPresident of Advisory and Wealth Management at Advisor Group, said: “On behalf of the entire Advisor Group family of firms, we welcome the Gallagher team. We are delighted that they have chosen to build their hybrid RIA with an experienced and proven partner. looking forward to their continued success with Advisor Group.”
Gallagher’s retirement, investment and fiduciary advisory practices provide retirement, investment and decision-making advice/advice to institutional investors, which includes public sector employee benefit plans and (including multi-employer plans), charities, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts and corporations or business entities, high net worth individuals and others. Gallagher Fiduciary Advisors, LLC, is a subsidiary of Arthur J. Gallagher & Co. (NYSE: AJG), a global insurance brokerage, risk management and advisory services company.
Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC-registered investment adviser that provides retirement, investment advisory, discretionary/appointed and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its sole member. GFA may pay referral fees or other compensation to employees of AJG or its affiliates or to independent contractors; these payments do not change our fees. Securities may be offered through Triad Advisors, LLC (“Triad”), Member FINRA/SIPC. Triad is separately owned and other entities and/or trade names, products or services referenced herein are independent of Triad. Neither Triad, Arthur J. Gallagher & Co., GFA, their affiliates or their representatives provide accounting, legal or tax advice.
About Triad Advisors
Triad Advisors is part of Advisor Group, one of the largest networks of independent financial professionals in the country. Based at Atlanta, Triad is a national brokerage and multi-custodian registered investment advisory firm that was an early pioneer and continuing leader in the hybrid Registered Investment Advisor market. The company has more than 600 financial providers on its platform and offers a comprehensive set of products, trading systems and technology, as well as personalized wealth management strategies. For more information, please visit www.triad-advisors.com.
About Advisor Group, Inc.
Advisor Group, Inc. is the nation’s largest network of independent wealth management firms, serving approximately 10,100 financial advisors and overseeing more than $515 billion in client assets. The firm’s mission is to support the strategic role that advisors can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being with them every step of the way. For more information, visit https://www.advisorgroup.com.
Securities and investment advisory services are offered through the following companies: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC and Woodbury Financial Services, Inc., brokers , registered investment advisers and members of FINRA and SIPC. The securities are offered by Securities America, Inc., a dealer and member of FINRA and SIPC. Advisory services are offered by Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc. and Triad Hybrid Solutions, LLC, registered investment advisers. The advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliate registered investment adviser. Advisor Group, Inc. is a subsidiary of these companies. 20 E. Thomas Road, Ste. 2000, Phoenix, AZ, 85012. 866.481.0379.
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