The Mather Group, LLC
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
FINTRXOverview
The Mather Group, LLC is an independent registered investment adviser formed in 2011 that serves individual and family clients. The firm acts as a capital allocator and offers a mix of financial planning and portfolio management services for individuals and small businesses, including selection of outside advisers, periodic publications, and educational seminars. Its fee schedules are flexible and include AUM-based fees, hourly charges, fixed fees and other arrangements. The firm identifies as an active ESG investor. The firm has been repeatedly recognized in industry rankings, including placements by Barron’s (Top 100 RIA Firms, multiple years 2021–2025), Forbes (America’s Top RIA Firms 2023; Top RIA Firms 2024), the Financial Times (Top 300 RIA Firms 2020) and Financial Advisor magazine (Top RIA Firms 2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- US Government Bonds4%
- State & Local Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 5
Kristen Oziemkowski
Chief Operating OfficerCRD 6840356
Timothy Ayles
Chief Investment OfficerCRD 5549384
Jennifer Des Groseilliers
Chief Executive OfficerCRD 4489164
Contacts
3 of 119
Harrison Shibley
Client AssociateCRD 7811602
Cherie Stokes
Client Services ManagerCRD 2510104
Timothy Bates
Senior Wealth AdvisorCRD 5850548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 759Active vs passive
$10.8B in ETFs
84%
$9.1B
14%
$1.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $1.3B | 15,202,294 | 12.17% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 353 N Clark St
- Time zone
- CT (UTC-6)
- Office locations
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