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RIA comparison · SEC Form ADV

The Mather Group, LLC vs Alphacore Capital LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

The Mather Group, LLC is the larger of the two, with $13B in regulatory assets to $13B at Alphacore Capital LLC, 4% more than its rival, by their latest Form ADV filings. The Mather Group, LLC reports more individual clients (4,773 vs 3,985), while Alphacore Capital LLC’s clients hold more on average (about $3.1 million each against $2.8 million). The Mather Group, LLC is based in Chicago, Illinois and Alphacore Capital LLC in La Jolla, California.

FigureThe Mather Group, LLCAlphacore Capital LLC
Regulatory AUM$13B$13B
National rank#72#73
HeadquartersChicago, IllinoisLa Jolla, California
Individual clients4,7733,985
High-net-worth clients2,8762,209
Average client assets$2.8 million$3.1 million
Accounts15,20013,477
Discretionary94% of AUM95% of AUM
Employees186124
Advisory staff9770
Clients per advisory employee4957
Offices6331
Form ADV filed2026-09-042026-10-01

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

Alphacore Capital LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, The Mather Group, LLC or Alphacore Capital LLC?

The Mather Group, LLC, with $13B in regulatory assets under management against $13B at Alphacore Capital LLC. Nationally they rank #72 and #73 among 5,657 independent wealth management RIAs.

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

The Mather Group, LLC reports 4,773 individual clients (2,876 high-net-worth) with 97 advisory employees; Alphacore Capital LLC reports 3,985 (2,209 high-net-worth) with 70 advisory employees.

How do The Mather Group, LLC and Alphacore Capital LLC charge clients?

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

What services do The Mather Group, LLC and Alphacore Capital LLC offer?

The Mather Group, LLC lists periodicals or newsletters; educational seminars and workshops, which Alphacore Capital LLC does not. Alphacore Capital LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; pension consulting, which The Mather Group, 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: The Mather Group, LLC ↗, Alphacore Capital LLC ↗. How to check a financial advisor →