{
  "crd_number": 156005,
  "slug": "the-mather-group-llc-chicago-il-156005",
  "primary_business_name": "THE MATHER GROUP, LLC",
  "legal_name": "THE MATHER GROUP, LLC",
  "dbas": [
    "LEGACY AT TMG (FAMILY OFFICE)"
  ],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-02-18",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 13446388872.0,
  "raum_discretionary": 12590501660.0,
  "raum_non_discretionary": 855887212.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 186,
  "advisory_employees": 97,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1670842.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1223098554.0,
      "count": 1897
    },
    "pension_profit_sharing": {
      "raum": 1477609.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 12215350695.0,
      "count": 2876
    },
    "corporations_other_businesses": {
      "raum": 4791172.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/TheMatherGroup",
    "https://instagram.com/officialtmgwealth",
    "https://linkedin.com/COMPANY/THE-MATHER-GROUP-LLC",
    "https://themathergroup.com",
    "https://x.com/themathergroup?lang=en",
    "https://youtube.com/@TMGTheMatherGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156005",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/the-mather-group-llc-chicago-il-156005",
  "display_name": "The Mather Group, LLC",
  "summary": "The Mather Group, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. The Mather Group, LLC (CRD 156005): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is The Mather Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Mather Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is The Mather Group, LLC located?",
      "a": "The Mather Group, LLC's principal office is in Chicago, IL, according to its Form ADV; the October 2026 filing also lists 62 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Mather Group, LLC registered with the SEC or a state?",
      "a": "The Mather Group, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156005."
    },
    {
      "q": "How much does The Mather Group, LLC manage?",
      "a": "The Mather Group, LLC reports $13,446,388,872 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (94% discretionary)."
    },
    {
      "q": "How have The Mather Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Mather Group, LLC: Regulatory assets under management: $5,613,688,137 in the October 2021 data and $13,446,388,872 in the October 2026 data, up 140%. Total employees: 96 in October 2021 and 186 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Mather Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (2,876); individuals (other than high net worth individuals) (1,897)."
    },
    {
      "q": "Which custodians does The Mather Group, LLC use?",
      "a": "The Mather Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Mather Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156005"
    },
    {
      "q": "What changed in The Mather Group, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5613688137.0,
      "total_employees": 96,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8579759071.0,
      "total_employees": 128,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8718717623.0,
      "total_employees": 167,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 10508543012.0,
      "total_employees": 163,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11710038016.0,
      "total_employees": 186,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13446388872.0,
      "total_employees": 186,
      "filing_date": "2026-09-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 86 to 97.",
        "Regulatory assets under management went from $11,710,038,016 to $13,446,388,872 (+15%).",
        "Changed its office addresses in Atlanta, GA.",
        "Added an office in Napa, CA.",
        "Added an office in Red Bank, NJ.",
        "No longer lists an office in Brentwood, TN.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/the-mather-group-llc-chicago-il-156005.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1897,
      "fewer_than_5": false,
      "raum": 1223098554.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2876,
      "fewer_than_5": false,
      "raum": 12215350695.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1477609.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1670842.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 4791172.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156005",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}