Wealth manager, independent · Chicago, IL
The Mather Group, LLC
SEC-registered investment adviser · CRD 156005 · SEC 801-72156
At a glance
The Mather Group, LLC is an SEC-registered investment adviser based in Chicago, Illinois, with $13B in regulatory assets under management as of its Form ADV filed September 4, 2026. It reports 4,773 individual clients, 2,876 of them high-net-worth, holding an average of about $2.8 million each, and 186 employees. That ranks it 72nd among the nation’s 5,657 independent wealth management RIAs and 6th of 226 in Illinois. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 888-537-1080themathergroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $13B
- Rank among independent wealth managers
- #72 of 5,657
- Rank among all SEC RIAs
- #1,128 of 17,210
- Rank in Illinois
- #6 of 226
- Individual clients
- 4,773
- High-net-worth clients
- 2,876
- Accounts
- 15,200
- Discretionary
- 94% of AUM
- Employees
- 186
- Advisory staff
- 97
- Offices
- 63
Owners and executives on its Form ADV
- Jay F. KrehbielManager
- Pamela A. PoppManager
- Boris E. RapoportVice President and Assistant Secretary / Manager
- Daniel R. BryantManager
- Michael D. CastleforteVice President and Assistant Secretary / Manager
- Kristen R. OziemkowskiChief Operations Officer, Business Operations/solutions
- Cyrus D. WalkerManager
- Brooke Skinner RickettsManager
- Shundrawn A. ThomasManager
- Ryan M. WickertChief Financial Officer
- Stuart A. EvansChief Compliance Officer
- Jennifer A. Des GroseilliersChief Executive Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
The Mather Group, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,876 | $12B | 91% |
| Individuals | 1,897 | $1.2B | 9% |
| Corporations or other businesses | – | $5M | <1% |
| Charitable organizations | – | $2M | <1% |
| Pension and profit sharing plans | – | $1M | <1% |
Disciplinary disclosures
The Mather Group, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗themathergroup.com ↗
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The full record on The Mather Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 320 peers of its type and size
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- Owners and executives, with titles and stakes
- 13 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Illinois
All of Illinois →| Firm | Regulatory AUM | Clients |
|---|---|---|
| CIBC Private Wealth Advisors, Inc.Chicago | $68B | 8,083 |
| Savant Wealth ManagementRockford | $56B | 23,288 |
| Choreo, LLCRockford | $19B | 6,794 |
| Curi Capital, LLCChicago | $12B | 2,865 |
| BMO Family Office, LLCChicago | $10.0B | 70 |
| Altair Advisers, LLCChicago | $9.8B | 895 |
Compare The Mather Group, LLC with
- The Mather Group, LLC vs Choreo, LLC $19B · Rockford, IL
- The Mather Group, LLC vs Ameritas Advisory Services, LLC $14B · Lincoln, NE
- The Mather Group, LLC vs Kestra Private Wealth Services, LLC $13B · Austin, TX
- The Mather Group, LLC vs Alphacore Capital LLC $13B · La Jolla, CA
- The Mather Group, LLC vs Valeo Financial Advisors, LLC $13B · Carmel, IN
- The Mather Group, LLC vs Curi Capital, LLC $12B · Chicago, IL
Background
Questions
How much does The Mather Group, LLC manage?
The Mather Group, LLC reports $13B in regulatory assets under management across 15,200 accounts, 94% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
How many clients does The Mather Group, LLC have?
It reports 4,773 individual clients: 2,876 high-net-worth individuals and 1,897 other individuals. Individuals account for about 100% of its regulatory assets.
Where is The Mather Group, LLC headquartered?
Its main office is in Chicago, Illinois. It reports 63 offices in total and 186 employees, 97 of whom perform investment advisory functions.
How does The Mather Group, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does The Mather Group, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed September 4, 2026, it reports these amounts held: Fidelity ($7.4B); Charles Schwab ($5.9B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is The Mather Group, LLC a hybrid RIA with a broker-dealer?
The Mather Group, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is The Mather Group, LLC a fiduciary?
As an SEC-registered investment adviser, The Mather Group, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is The Mather Group, LLC’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →