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

123

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, SEC-registered registered investment adviser that provides advisory services primarily to individual and family clients. Founded as an LLC in 2011, the firm combines financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers with client education through newsletters and workshops. It markets itself as a capital allocator, deploying client capital into both public funds and external alternative managers, and identifies as an active ESG investor. Fee arrangements include AUM-based fees alongside hourly and fixed-fee offerings. The firm has earned repeated industry recognition, including placements on Barron's Top 100 RIA list across multiple years (2021–2025), inclusion in Forbes' lists (2023, 2024), Financial Times Top 300 in 2020, and a mention in FA Magazine in 2020.