SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
The Mather Group, LLC
Chicago, IL
CRD 156005
Firm filing updated September 4, 2026 ·
- $13.4BAssets
- 97Advisory staff
- 15,200Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals2,876
- Individuals1,897
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,897 | $1.2 billion |
| High net worth individuals | 2,876 | $12.2 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.5 million |
| Charitable organizations | Fewer than 5 clients | $1.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $4.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 5 services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$13.4 billion
- Accounts15,200
- Discretionary$12.6 billion · 14,161 accounts
- Non-discretionary$855.9 million · 1,039 accounts
People
- Employees186
- Advisory staff97
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients4,000
Advisors
74 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 156005, SEC file 801-72156.
- Registered with the SEC as an investment advisor (status date on record: February 18, 2011).
Is The Mather Group, LLC a fiduciary?
Short answer: The Mather Group, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.