The Mather Group, LLC

RIASEC Registered
Total AUM
$13.4B
Discretionary
$12.6B
94% of AUM
Avg account
$885K
Accounts
15,200
Employees
186
Advisory reps
121

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 in 2011. It positions itself as a capital allocator serving high-net-worth individuals and families through fee arrangements that include percentage-of-AUM, hourly, fixed and other billing models. Core services include financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through publications and seminars. The firm reports being an active ESG investor. The firm has appeared on several industry lists, including multiple Barron’s Top 100 RIA Firm rankings (2021–2025), Forbes’ Top RIA Firms (2023, 2024), Barron’s and other trade outlets in earlier years, and placements in Financial Times and FA Magazine lists in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 12%, US Government Bonds 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, Other 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities12%
  • US Government Bonds4%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 5
  • Jennifer Des Groseilliers

    Jennifer Des Groseilliers

    Chief Executive OfficerCRD 4489164

  • Kristen Oziemkowski

    Kristen Oziemkowski

    Chief Operating OfficerCRD 6840356

  • Timothy Ayles

    Timothy Ayles

    Chief Investment OfficerCRD 5549384

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Contacts

3 of 116
  • Ann Garcia

    Ann Garcia

    Wealth AdvisorCRD 5748121

  • Adam Recker

    Adam Recker

    Senior Managing DirectorCRD 5809418

  • Deborah Thocker

    Deborah Thocker

    Managing Director, Wealth ManagementCRD 5836275

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 792

Active vs passive

$10.6B in ETFs

Passive

87%

$9.2B

Active

12%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$1.5B16,589,26114.05%
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Location

Primary office

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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