RIA Intel›Advisers›Illinois›THE MATHER GROUP, LLC

THE MATHER GROUP, LLC

Advisory

N·CHICAGO, IL

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$13.4B

1-Year AUM Growth

0.0%

3-Year CAGR

+11.7%

Employees

97

Assets Under Management

Total AUM$13.4B

Discretionary AUM$12.6B

Non-Discretionary AUM$856M

Discretionary %93.6%

Total Clients4,260

Team

Total Employees97

Investment Advisers186

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record70

First FilingFeb 1, 2011

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE MATHER GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.