The value of your assets under management must be less than $150,000,000 to qualify for this program. If the value of your assets under management is greater than $150,000,000, our RIA Secure program is available to you. Please contact us to apply.
Each covered investment advisor must enroll individually. If your RIA has more than one advisor, each advisor must enroll as an individual and pay a separate premium.
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Your premium must be paid in full when you bind coverage. We do not offer a payment plan.
** This is a prorated premium indication. This program will renew 7/1/2026 for 12 months. If you want to continue coverage in July you will pay an annual premium at that time.
Premium includes Arthur J. Gallagher's commission of 15%. For more information regarding AJG's compensation, please go to www.ajg.com Your personal nonpublic private information being provided through this application will be held in confidence both by the insurer it is being forwarded to as well as the insurance broker, Arthur J. Gallagher Risk Management Services, LLC (License Nos. IL 100292093 / CA 0D69293), whom is brokering such errors and omissions insurance on behalf of the Agent(s)/Rep(s).