New member adds 90 advisors, 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 90+advisor team, to the Advisor Group
network.
Gallagher joins Advisor Group through its affiliation with
network partner Triad Advisors, a network of firms that also
includes FSC Securities, Royal Alliance Associates Inc., SagePoint
Financial, Securities America and Woodbury Financial Services.
Gallagher's Retirement Plan Consulting capabilities are driven
by the team's extensive experience, expertise, and credibility with
defined benefit and defined contribution clients. A consulting
model that combines small firm flexibility with the scalability and
depth of a large organization made Gallagher and Triad like-minded
and natural partners for delivering holistic financial wellbeing
solutions to clients.
"Autonomy was a key factor in our decision to consolidate most
of our major business lines, including the more than 2,000
retirement plans we oversee. A hybrid model -- with Gallagher
Fiduciary Advisors, LLC, as the RIA and Triad Advisors as the
broker-dealer – provides flexibility to grow our financial planning
practice," said John Jurik,
Gallagher's National Practice Leader for Retirement Plan
Consulting.
Jeff Leonard, Financial and
Retirement Services Leader North America, added that "Gallagher
chose Triad because of its experience, expertise and focus on
partnership."
Michael Gatti, CFP®, Vice
President of Business Development at Triad Advisors, said,
"Gallagher leadership's decades of experience shepherding corporate
clients, financial planning clients and potential merger partners
to their goals brings incredible value to our network. We look
forward to supporting their needs and those of their clients and
building a long-term relationship with the entire team."
"We are thrilled that Gallagher's team recognized Triad's
reputation as a leader and pioneer in the hybrid RIA model when
they were considering the growing needs of their retirement
business practice," said Jeff
Rosenthal, President Triad Advisors. "We are honored to have
them as part of the Advisor Group family."
Greg Cornick, President of Advice
and Wealth Management at Advisor Group, said: "On behalf of the
entire Advisor Group family of firms, we welcome the Gallagher
team. We are thrilled they chose to build their hybrid RIA with an
experienced and proven partner. We look forward to their continued
success with Advisor Group."
About Gallagher
Gallagher's Retirement, Investment
& Fiduciary Consulting Practices provide retirement, investment
advice/consulting and decision-making to institutional investors,
which include public and private sector employee benefit plans
(including multi-employer plans), charitable institutions,
foundations, endowments, labor organizations, state or municipal
government entities, hospitals, non-profit organizations, private
trusts, and corporations or business entities, high net worth and
other individuals. Gallagher Fiduciary Advisors, LLC, is a
subsidiary of Arthur J. Gallagher
& Co. (NYSE:AJG), a global insurance brokerage, risk management
and consulting services firm.
Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered
Investment Advisor that provides retirement, investment advisory,
discretionary/named and independent fiduciary services. GFA
is a limited liability company with Gallagher Benefit Services,
Inc. as its single member. GFA may pay referral fees or other
remuneration to employees of AJG or its affiliates or to
independent contractors; such payments do not change our fee.
Securities may be offered through Triad Advisors, LLC ("Triad"),
member FINRA/SIPC. Triad is separately owned and other entities
and/or marketing names, products or services referenced here are
independent of Triad. Neither Triad, Arthur
J. Gallagher & Co., GFA, their affiliates nor
representatives provide accounting, legal or tax advice.
About Triad Advisors
Triad Advisors is part of Advisor
Group, one of the nation's largest networks of independent
financial professionals. Headquartered in Atlanta, Triad is a national broker-dealer as
well as a multi-custodial registered investment adviser firm that
was an early pioneer and continued leader in the hybrid registered
investment adviser marketplace. The company has more than 600
financial providers on its platform and provides a comprehensive
set of products, trading and technology systems, as well as
customized 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
over $515 billion in client assets. The firm is
mission-driven 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 in
their corner every step of the way. For more information
visit https://www.advisorgroup.com.
Securities and investment advisory services are offered through
the firms: FSC Securities Corporation, Royal Alliance Associates,
Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury
Financial Services, Inc., broker-dealers, registered investment
advisers, and members of FINRA and SIPC. Securities are offered
through Securities America, Inc., a broker-dealer and member of
FINRA and SIPC. Advisory services are offered through Arbor Point
Advisors, LLC, Ladenburg Thalmann Asset Management, Inc.,
Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC,
registered investment advisers. 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 affiliated
registered investment adviser. Advisor Group, Inc. is an affiliate
of these firms. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ,
85012. 866.481.0379.
Media Inquiries
Joseph
Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com or dcutler@haventower.com
424 317 4851 or 424 317 4864
View original
content:https://www.prnewswire.com/news-releases/advisor-group-welcomes-gallaghers-retirement-plan-consulting-practice-to-its-network-301522303.html
SOURCE Advisor Group