RIA Intel›Advisers›Illinois›GALLATIN FINANCIAL ADVISORS, LLC

GALLATIN FINANCIAL ADVISORS, LLC

Advisory

IL

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in IL

#1,213

of 1,719 advisers by AUM

Average account

$242K

across 197 accounts

AUM per adviser

$16M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, PA, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

65 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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