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

124

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. It positions itself as a fee-based wealth manager for individuals and families and also acts as a capital allocator, sourcing third‑party managers and alternative exposures alongside traditional portfolios. The firm offers multiple billing options (percentage of AUM, hourly, fixed fees and other arrangements) and lists services that extend beyond portfolio management to comprehensive financial planning, selection of outside advisers, and investor education through publications and workshops. The firm identifies as an active ESG investor and integrates environmental, social and governance considerations into its investment process. It also maintains a publishing and seminar practice aimed at client education and prospect engagement. The Mather Group has been recognized repeatedly in industry rankings, including multiple appearances on Barron’s Top 100 RIAs (2021–2025), listings from Forbes (2023, 2024), and earlier recognition from the Financial Times and FA Magazine (2020).