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THE MATHER GROUP, LLC
CRD 156005File 801-72156
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.45B
Top 10% of cohort (national)
Discretionary AUM
$12.59B
Non-discretionary $855.9M
Clients
4,773
15,200 accounts
Employees
186
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 18, 2011
- Principal office
- 353 N. CLARK STREET, SUITE 2775, CHICAGO, IL, 60654
- Phone
- 888-537-1080
- Website
- HTTPS://THEMATHERGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.45B
- Discretionary AUM
- $12.59B
- Non-discretionary AUM
- $855.9M
- Discretionary accounts
- 14,161
- Non-discretionary accounts
- 1,039
- Total accounts
- 15,200
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.8M |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 2,876 | $12.22B |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 1,897 | $1.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF TOTAL NET WORTH
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Disclosures | No | Yes | |
| Mar 1, 2026 | Clients | 4,260 | 4,773 | increased by513 |
| Mar 1, 2026 | AUM | $11,710,038,016 | $13,446,388,872 | increased by$1,736,350,856 |
| Mar 1, 2026 | Accounts | 16,285 | 15,200 | decreased by1,085 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 128 | 186 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,048 | 4,260 | increased by1,212 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,579,759,071 | $11,710,038,016 | increased by$3,130,278,945 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,561 | 16,285 | increased by3,724 |
| Jun 1, 2022 | Clients | 3,622 | 3,048 | decreased by574 |
| Apr 1, 2022 | Clients | 2,999 | 3,622 | increased by623 |
| Apr 1, 2022 | AUM | $7,568,423,542 | $8,579,759,071 | increased by$1,011,335,529 |
| Apr 1, 2022 | Accounts | 12,570 | 12,561 | decreased by9 |
| Dec 1, 2021 | Employees | 96 | 128 | increased by32 |
| Dec 1, 2021 | Clients | 2,278 | 2,999 | increased by721 |
| Dec 1, 2021 | AUM | $5,613,688,137 | $7,568,423,542 | increased by$1,954,735,405 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MATHER GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MATHER GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.