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RIA comparison · SEC Form ADV

Choreo, 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

Choreo, LLC is the larger of the two, with $19B in regulatory assets to $13B at The Mather Group, LLC, 42% more than its rival, by their latest Form ADV filings. Choreo, LLC reports more individual clients (6,794 vs 4,773), while The Mather Group, LLC’s clients hold more on average (about $2.8 million each against $2.6 million). Both are based in Illinois: Choreo, LLC in Rockford and The Mather Group, LLC in Chicago.

FigureChoreo, LLCThe Mather Group, LLC
Regulatory AUM$19B$13B
National rank#50#72
HeadquartersRockford, IllinoisChicago, Illinois
Individual clients6,7944,773
High-net-worth clients4,3922,876
Average client assets$2.6 million$2.8 million
Accounts24,99915,200
Discretionary89% of AUM94% of AUM
Employees232186
Advisory staff9797
Clients per advisory employee7049
Offices3463
Form ADV filed2026-09-302026-09-04

Choreo, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

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, Choreo, LLC or The Mather Group, LLC?

Choreo, LLC, with $19B in regulatory assets under management against $13B at The Mather Group, LLC. Nationally they rank #50 and #72 among 5,657 independent wealth management RIAs.

How many clients do Choreo, LLC and The Mather Group, LLC have?

Choreo, LLC reports 6,794 individual clients (4,392 high-net-worth) with 97 advisory employees; The Mather Group, LLC reports 4,773 (2,876 high-net-worth) with 97 advisory employees.

How do Choreo, LLC and The Mather Group, LLC charge clients?

Only The Mather Group, LLC lists other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Choreo, LLC and The Mather Group, LLC offer?

Choreo, LLC lists portfolio management for businesses and institutions; pension consulting; other services, which The Mather Group, LLC does not. The Mather Group, LLC lists periodicals or newsletters; educational seminars and workshops, which Choreo, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

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: Choreo, LLC ↗, The Mather Group, LLC ↗. How to check a financial advisor →