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RIA comparison · SEC Form ADV

The Mather Group, LLC vs Valeo Financial Advisors, 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 Valeo Financial Advisors, LLC, 4% more than its rival, by their latest Form ADV filings. The Mather Group, LLC reports more individual clients (4,773 vs 3,021), while Valeo Financial Advisors, LLC’s clients hold more on average (about $4.2 million each against $2.8 million). The Mather Group, LLC is based in Chicago, Illinois and Valeo Financial Advisors, LLC in Carmel, Indiana.

FigureThe Mather Group, LLCValeo Financial Advisors, LLC
Regulatory AUM$13B$13B
National rank#72#74
HeadquartersChicago, IllinoisCarmel, Indiana
Individual clients4,7733,021
High-net-worth clients2,8762,257
Average client assets$2.8 million$4.2 million
Accounts15,20022,812
Discretionary94% of AUM82% of AUM
Employees186178
Advisory staff97119
Clients per advisory employee4925
Offices6317
Form ADV filed2026-09-042026-04-30

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

Valeo Financial Advisors, 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
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, The Mather Group, LLC or Valeo Financial Advisors, LLC?

The Mather Group, LLC, with $13B in regulatory assets under management against $13B at Valeo Financial Advisors, LLC. Nationally they rank #72 and #74 among 5,657 independent wealth management RIAs.

How many clients do The Mather Group, LLC and Valeo Financial Advisors, LLC have?

The Mather Group, LLC reports 4,773 individual clients (2,876 high-net-worth) with 97 advisory employees; Valeo Financial Advisors, LLC reports 3,021 (2,257 high-net-worth) with 119 advisory employees.

How do The Mather Group, LLC and Valeo Financial Advisors, LLC charge clients?

Only The Mather Group, LLC lists hourly charges 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 Valeo Financial Advisors, LLC offer?

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