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THE MATHER GROUP, LLC

CHICAGO, IL · CRD 156005 · IAPD ↗ · 888-537-1080

$13.45BRegulatory AUM
97Advisory reps
186Employees
1Clients
More than 500Planning clients
0Private funds
51States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — THE MATHER GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
81
March 2026 — THE MATHER GROUP, LLC grew from 86 to 97 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — THE MATHER GROUP, LLC grew from 81 to 86 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — THE MATHER GROUP, LLC added office(s): 60 -> 62 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.