The Mather Group, LLC

RIASEC RegisteredEst. 2011

Total AUM

$13.4B

Discretionary

$12.6B

94% of AUM

Avg account

$885K

Accounts

15,200

Employees

186

Advisory reps

125

Firm details

Headquarters: Chicago, Illinois
CRD number: 156005
Registered since: February 18, 2011
Website: www.themathergroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI90.84%
Individuals9.1%
Corporations / Businesses0.04%
Pension & Profit Sharing Plans0.01%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Mather Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves individual and family clients and describes itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also produces written commentary and runs educational seminars and workshops. The firm reports being an active ESG investor and offers a mix of fee arrangements, including AUM‑based fees, hourly charges, fixed fees and other billing structures. The practice has received industry recognition across multiple outlets: Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms, 2021–2025), and Forbes (America’s Top RIA Firms, 2023 and 2024).