THE MATHER GROUP, LLC

CRD 156005 · SEC 801-72156

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353 N. CLARK STREET, SUITE 2775, CHICAGO, IL, 60654, United States

Phone

888-537-1080

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.45B

Discretionary AUM

$12.59B

Team

186 total employees; 97 advisory reps; 1 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF TOTAL NET WORTH

Org form

Limited Liability Company

Filing date

2026-04-07

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	1897	$1.22B
High net worth individuals	2876	$12.22B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-MATHER-GROUP-LLC
https://x.com/themathergroup?lang=en
https://www.facebook.com/TheMatherGroup/
https://www.instagram.com/officialtmgwealth/
https://www.youtube.com/@TMGTheMatherGroup
HTTPS://THEMATHERGROUP.COM

Official SEC filing: View on IAPD