The Mather Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 7, 2026, reports $13.4B in regulatory assets under management, 186 employees, 62 offices, and 15,200 accounts.
Assets Under Management
$13.4B
Employees
186
Offices
62 offices
Total Clients
4,779
Primary office
CHICAGO, IL
353 N. CLARK STREET, SUITE 2775, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.2% of total clients.
Top client categories% of clientsClients
1
HNWI
60.2%
2,876
2
Individuals
39.7%
1,897
3
Pension Plans
0.1%
4
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.4Bas of April 7, 2026
Discretionary93.6%
$12.6B
94% of total RAUM93.6%
Non-discretionary6.4%
$856M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.4B
Total Accounts15,200
10Y AUM Change+$12.5B (+1279.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees186
Clients per Employee26:1
10Y Employee Change+166 (+830.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.