Triad Adds Gallagher’s $6.3B Retirement Plan Consulting Business
Advisor Group announced Monday that Gallagher’s retirement plan consulting practice, which encompasses 90 advisors, 50 support staff and nearly $6.3 billion in discretionary assets under management, has moved its business to Triad Advisors, an Advisor Group broker/dealer. Gallagher, a hybrid registered investment advisor, joins from Kestra Financial.
It specializes in providing retirement plan consulting to defined benefit and defined contribution clients. The firm has full portfolio discretion across 55 clients and 56 pools of assets. It also acts as investment advisor and consultant for 156 clients across 195 pools of assets totaling $76 billion.