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THE MATHER GROUP, LLC
CRD 156005File 801-72156
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.