RIA comparison · SEC Form ADV
Ameritas Advisory Services, LLC vs The Mather Group, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Ameritas Advisory Services, LLC is the larger of the two, with $14B in regulatory assets to $13B at The Mather Group, LLC, 2% more than its rival, by their latest Form ADV filings. Ameritas Advisory Services, LLC reports more individual clients (29,363 vs 4,773), while The Mather Group, LLC’s clients hold more on average (about $2.8 million each against $450,000). Ameritas Advisory Services, LLC is based in Lincoln, Nebraska and The Mather Group, LLC in Chicago, Illinois.
| Figure | Ameritas Advisory Services, LLC | The Mather Group, LLC |
|---|---|---|
| Regulatory AUM | $14B | $13B |
| National rank | #70 | #72 |
| Headquarters | Lincoln, Nebraska | Chicago, Illinois |
| Individual clients | 29,363 | 4,773 |
| High-net-worth clients | 904 | 2,876 |
| Average client assets | $450,000 | $2.8 million |
| Accounts | 45,299 | 15,200 |
| Discretionary | 52% of AUM | 94% of AUM |
| Employees | 797 | 186 |
| Advisory staff | 366 | 97 |
| Clients per advisory employee | 80 | 49 |
| Offices | 248 | 63 |
| Form ADV filed | 2026-10-01 | 2026-09-04 |
Ameritas Advisory Services, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
The Mather Group, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Questions
Which is bigger, Ameritas Advisory Services, LLC or The Mather Group, LLC?
Ameritas Advisory Services, LLC, with $14B in regulatory assets under management against $13B at The Mather Group, LLC. Nationally they rank #70 and #72 among 5,657 independent wealth management RIAs.
How many clients do Ameritas Advisory Services, LLC and The Mather Group, LLC have?
Ameritas Advisory Services, LLC reports 29,363 individual clients (904 high-net-worth) with 366 advisory employees; The Mather Group, LLC reports 4,773 (2,876 high-net-worth) with 97 advisory employees.
How do Ameritas Advisory Services, LLC and The Mather Group, LLC charge clients?
They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees; other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Ameritas Advisory Services, LLC and The Mather Group, LLC offer?
Ameritas Advisory Services, LLC lists portfolio management for businesses and institutions; pension consulting, which The Mather Group, LLC does not. The Mather Group, LLC lists periodicals or newsletters, which Ameritas Advisory Services, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers; educational seminars and workshops.
More comparisons
- CWM, LLC vs Ameritas Advisory Services, LLC $51B · $14B
- Coldstream Wealth Management vs Ameritas Advisory Services, LLC $14B · $14B
- Sapient Capital LLC vs Ameritas Advisory Services, LLC $14B · $14B
- Ameritas Advisory Services, LLC vs Kestra Private Wealth Services, LLC $14B · $13B
- Choreo, LLC vs The Mather Group, LLC $19B · $13B
- Kestra Private Wealth Services, LLC vs The Mather Group, LLC $13B · $13B
- The Mather Group, LLC vs Alphacore Capital LLC $13B · $13B
- The Mather Group, LLC vs Valeo Financial Advisors, LLC $13B · $13B
Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Ameritas Advisory Services, LLC ↗, The Mather Group, LLC ↗. How to check a financial advisor →