THE MATHER GROUP, LLC
SEC RegisteredWhy-powered wealth management.
About the firm
The Mather Group (TMG) is a full-service financial partner offering transparent, commission-free wealth management with no hidden costs. With $17B+ in AUM/AUA, 100+ expert advisors, and 14+ locations nationwide, TMG provides personalized guidance across financial planning, investment management, tax strategy, and estate planning. TMG has been in business for 15+ years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax strategy and compliance (with in-house CPAs), and estate planning, delivered through an integrated, commission-free, fee-only approach with transparent pricing.
Who they serve
Individuals seeking personalized financial planning and wealth management, including those focused on retirement, legacy planning, and family financial security.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,897 | $1.2B |
| High Net Worth Individuals | 2,876 | $12.2B |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 115
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.15% |
| Next $8,000,000 | 0.75% |
| Balance Over $10,000,000 | 0.50% |
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE MATHER GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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