Investment adviser · CRD 156005

THE MATHER GROUP, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Sep 4, 2026

Regulatory AUM: $13.4B
Client accounts: 15,200
Employees: 186
Advisory professionals: 97

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	2,876	$12,215,350,695	90.8%
Individuals	1,897	$1,223,098,554	9.1%
Corporations & businesses	Fewer than 5	$4,791,172	0.0%
Charities	Fewer than 5	$1,670,842	0.0%
Retirement plans	Fewer than 5	$1,477,609	0.0%

Filing source

Form ADV 2131115 · Sep 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PF1Other Private Fund · Last reported Dec 11, 2019$5.56MGross asset value

Custodian BANK OF AMERICA CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5528050124
Reported beneficial owners: 3
Minimum commitment: $0

Form ADV 1359728 · Dec 11, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

353 N. CLARK STREET, SUITE 2775
CHICAGO, IL, 60654, United States

CRD 156005

Filing source

Form ADV 2131115 · Sep 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.