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RIA comparison · SEC Form ADV

The Mather Group, LLC vs Curi 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 $12B at Curi Capital, LLC, 16% more than its rival, by their latest Form ADV filings. The Mather Group, LLC reports more individual clients (4,773 vs 2,865), while Curi Capital, LLC’s clients hold more on average (about $2.9 million each against $2.8 million). Both are based in Chicago, Illinois.

FigureThe Mather Group, LLCCuri Capital, LLC
Regulatory AUM$13B$12B
National rank#72#83
HeadquartersChicago, IllinoisChicago, Illinois
Individual clients4,7732,865
High-net-worth clients2,8761,547
Average client assets$2.8 million$2.9 million
Accounts15,20016,939
Discretionary94% of AUM80% of AUM
Employees186180
Advisory staff97106
Clients per advisory employee4927
Offices6311
Form ADV filed2026-09-042026-07-07

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

Curi Capital, LLC

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

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

The Mather Group, LLC, with $13B in regulatory assets under management against $12B at Curi Capital, LLC. Nationally they rank #72 and #83 among 5,657 independent wealth management RIAs.

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

The Mather Group, LLC reports 4,773 individual clients (2,876 high-net-worth) with 97 advisory employees; Curi Capital, LLC reports 2,865 (1,547 high-net-worth) with 106 advisory employees.

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

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

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

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