# The Mather Group, LLC

> 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.

- CRD: 156005
- Filed as: THE MATHER GROUP, LLC
- Also doing business as: LEGACY AT TMG (FAMILY OFFICE)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156005
- AdvisorCensus page: https://advisorcensus.com/firm/the-mather-group-llc-chicago-il-156005

## Quick answers

**How is The Mather Group, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Mather Group, LLC located?**
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).

**Is The Mather Group, LLC registered with the SEC or a state?**
The Mather Group, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156005.

**How much does The Mather Group, LLC manage?**
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).

**How have The Mather Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Mather Group, LLC serve?**
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).

**Which custodians does The Mather Group, LLC use?**
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.

**Does The Mather Group, LLC report any disciplinary disclosures?**
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

**What changed in The Mather Group, LLC's recent Form ADV filings?**
In the August 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $13,446,388,872
- Discretionary: $12,590,501,660
- Non-discretionary: $855,887,212

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,897 | $1,223,098,554 |
| High net worth individuals | 2,876 | $12,215,350,695 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,477,609 |
| Charitable organizations | Fewer than 5 | $1,670,842 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,791,172 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 186 total, 97 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156005

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Albuquerque, NM
- Atlanta, GA
- Austin, TX
- Baton Rouge, LA
- Beaverton, OR
- Bellevue, WA
- Birmingham, AL
- Boise, ID
- Boston, MA
- Brentwood, TN
- Bridgewater, NJ
- Charlotte, NC
- Cincinnati, OH
- Clayton, MO
- Cleveland, OH
- Columbus, OH
- Dallas, TX
- Denver, CO
- Detroit, MI
- Grand Rapids, MI
- Hartford, CT
- Houston, TX
- Indianapolis, IN
- Jacksonville, FL
- Kansas City, MO
- Knoxville, TN
- Lafayette, CA
- Los Angeles, CA
- Louisville, KY
- Memphis, TN
- Mill Valley, CA
- Milwaukee, WI
- Minneapolis, MN
- Minnetonka, MN
- Napa, CA
- Nashville, TN
- New York, NY
- Omaha, NE
- Palm Beach Gardens, FL
- Pasadena, CA
- Philadelphia, PA
- Phoenix, AZ
- Pittsburgh, PA
- Portland, OR
- Portsmouth, NH
- Providence, RI
- Red Bank, NJ
- Richmond, VA
- Robinson, IL
- Salt Lake City, UT
- San Antonio, TX
- San Diego, CA
- South Bend, IN
- Spring, TX
- Stroudsburg, PA
- Tampa, FL
- Tucson, AZ
- Tulsa, OK
- Walnut Creek, CA
- Washington, DC
- West Palm Beach, FL
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- themathergroup.com
- Facebook @TheMatherGroup
- Instagram @officialtmgwealth
- LinkedIn @THE-MATHER-GROUP-LLC
- X @themathergroup
- YouTube @TMGTheMatherGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,613,688,137 | 96 | March 9, 2021 |
| October 2022 | $8,579,759,071 | 128 | September 16, 2022 |
| October 2023 | $8,718,717,623 | 167 | June 5, 2023 |
| October 2024 | $10,508,543,012 | 163 | August 9, 2024 |
| October 2025 | $11,710,038,016 | 186 | March 21, 2025 |
| October 2026 | $13,446,388,872 | 186 | September 4, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2)).

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Mather Group, LLC (CRD 156005): Form ADV filing data as of October 2026.