The Mather Group
TL;DR
Established in 2011, The Mather Group provides investment management, financial planning, tax preparation and trust-related coordination to high-net-worth individuals, families and family offices.
$13.4 billion
Regulatory AUM
As of ADV filing 2026-09-04
15,200
Accounts / Clients
4,773 clients
1
Disclosures
Item 11 events
SEC
Registration
SEC-registered
186
Team Size
employees, 97 advisory
15 yrs
Years Registered
First registered 2011
About The Mather Group
Established in 2011, The Mather Group provides investment management, financial planning, tax preparation and trust-related coordination to high-net-worth individuals, families and family offices.
Office: 353 N. Clark Street, Suite 2775, Chicago, IL 60654.
Best for: Families above $1M wanting fee-only CFP planning with tax preparation included at higher balances
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD156005
RegistrationSEC-registered
First registration2011
Regulatory AUM$13.4 billion
ADV filing date2026-09-04
Accounts15,200
Clients4,773 individual and high-net-worth clients
Employees186
Advisory employees97
Fee modelFee-only per its own site; ADV 2A reports no other financial industry affiliations
Minimum$1,000,000 for comprehensive services, waivable (ADV 2A)
Disclosure events (Item 11)Item 11 flags set on Part 1 but Item 9 of the brochure reports no disciplinary events
DesignationsCFP, CFA and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 156005, as of ADV filing 2026-09-04, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 3 of 10
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