DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

The Mather Group, LLC

Independent wealth managerChicago, IllinoisCRD 156005SEC 801-72156website IAPD

Latest filing Sep 4, 2026

First filing on the tape Dec 13, 2011 · 76 filings

SEC status approved since Feb 18, 2011

RAUM

$13B

reported, Item 5.F

Discretionary

94%

of RAUM

Private clients

100%

$13B individuals and HNW

Advisors

112

registered through the firm on IAPD

RAUM per advisor

$120M

derived; firm RAUM over IAPD count

Employees

186

97 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

76 filings and snapshots on the tape

RAUM$13B as of Jul 16, 2026

Apr 12, 2012$215M then

HNW client RAUM$12B as of Jul 16, 2026

Mar 26, 2018$1.2B then

State-registered IARs (5.B.3)0 as of Jul 16, 2026

Apr 12, 20120 then

Employees (5.A)186 as of Jul 16, 2026

Jan 8, 20137 then

Private funds: 1

RAUM +15% over the last fiscal year+16% a year over threeIARs 103 to 0

Practice profile

derived from the filing of Sep 4, 2026; every figure names its basis

Archetypes, each a printed rule

Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $120MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 43derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.2MderivedHNW RAUM over HNW clients
Average account: $884,631derivedRAUM over accounts (5.F.2.f)
Discretionary: 94%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.7derivedItem 5.A over advisors
Advisors per office: 1.8derived63 offices incl. principal (1.F.5)
RAUM growth, one year: +15%derivedbetween the last two annual amendments
Advisor growth, one year: -100%derivedItem 5.B.3 between annual amendments
Client growth, one year: +12%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminarsreportedItem 5.G
Financial planning clients: 4,000reportedItem 5.H
Custody: $5.7B, 4,433 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$12B91%
Individuals$1.2B9.1%
Corporations and businesses$4.8M0.0%
Charitable organizations$1.7M0.0%
Pension and profit-sharing plans$1.5M0.0%

Individual clients: 1,897reported
HNW clients: 2,876reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 15,200reported
Financial planning clients: 4,000reported
Wrap fee programs: noreported
Custody of client assets: $5.7B for 4,433 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived

Advisors registered through the firm

109 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Brian Michael SchmehilCertified Financial Planner	Chicago, Il	Feb 18, 2011	17 y	2
Michael Andrew Ryabik	Chicago, Il	Feb 18, 2011	16 y	1
Dawn Marie Cornwall	Chicago, Il	Mar 17, 2011	22 y	1
James Remington Perkins	Houston, Tx	Aug 12, 2015	11 y	0
Richard Alan MegicaCertified Financial Planner, Chartered Financial Consultant	Dallas, Tx	Mar 23, 2017	26 y	2
Adam Charles SpectorCertified Financial Planner	Chicago, Il	Jul 12, 2017	10 y	0
Christopher Robert FischerCertified Financial Planner	Chicago, Il	Jul 18, 2017	15 y	2
Kristen Rebecca Oziemkowski	Chicago, Il	Sep 9, 2017	18 y	0
Scott Alton Ueckert	Chicago, Il	Apr 19, 2018	24 y	5
William Chamberlin KirkCertified Financial Planner	Chicago, Il	Jan 18, 2019	20 y	2
Amy Marie ParksCertified Financial Planner	Chicago, Il	Feb 6, 2019	15 y	1
Randall BrazielCertified Financial Planner	Chicago, Il	Mar 6, 2019	15 y	0
Jonathan Raymond GussickCertified Financial Planner, Chartered Financial Analyst	Chicago, Il	Apr 8, 2019	16 y	0
Matthew Francis KahovecCertified Financial Planner	Chicago, Il	May 24, 2019	11 y	0
Brian Lee Hayes	St Louis, Mo	Jun 21, 2019	26 y	5
Kenneth Alan Golden	Spring, Tx	Sep 4, 2019	42 y	0
Moses ParkCertified Financial Planner	Chicago, Il	Sep 12, 2019	19 y	0
Kevin Terrell AllmanCertified Financial Planner	Atlanta, Ga	Sep 13, 2019	19 y	3
Frank Anthony Pecucci	Chicago, Il	Dec 3, 2019	11 y	0
Michael Reyen KovalskyCertified Financial Planner	Chicago, Il	Mar 12, 2020	15 y	0
Cody Wesley DunifonCertified Financial Planner	Chicago, Il	May 18, 2020	10 y	0
Robert Bryan HanklaCertified Financial Planner	Knoxville, Tn	Jun 9, 2020	22 y	1
Bradley Shane PhillipsCertified Financial Planner	Austin, Tx	Jun 11, 2020	10 y	1
Elisa A. FierroCertified Financial Planner	Houston, Tx	Aug 6, 2020	11 y	2
Joshua Alexander Carucci	Chicago, Il	Sep 24, 2020	13 y	1
Joshua R Mason	Snohomish, Wa	Oct 8, 2020	18 y	2
Natalya Susan ChristyCertified Financial Planner	Chicago, Il	Nov 6, 2020	12 y	0
Sean Marcus BrownCertified Financial Planner	Chicago, Il	Nov 6, 2020	12 y	0
Emily Kristin ForstCertified Financial Planner	Knoxville, Tn	Jan 15, 2021	14 y	0
Rachel Roseberry BallengeeCertified Financial Planner	Chicago, Il	Apr 14, 2021	19 y	1
Laura Marie Sweeney	Plano, Tx	Aug 3, 2021	29 y	2
Ying Ying HuangCertified Financial Planner	Chicago, Il	Aug 9, 2021	15 y	2
Katie Lynne MilojevichCertified Financial Planner	Chicago, Il	Nov 12, 2021	21 y	1
Logan Edwards GreenCertified Financial Planner	Brentwood, Tn	Jan 4, 2022	13 y	1
Megan Elizabeth MccarthyCertified Financial Planner	Chicago, Il	Jan 4, 2022	12 y	0
Matthew Cole GreerCertified Financial Planner	Chicago, Il	Jan 11, 2022	19 y	7
Morgan Christine BrowneCertified Financial Planner	Chicago, Il	Mar 8, 2022	11 y	0
Philip Timothy JohnstonCertified Financial Planner	Chicago, Il	Mar 10, 2022	10 y	1
Claire Janelle Davis	Chicago, Il	Apr 1, 2022	11 y	0
Samuel John HutchisonCertified Financial Planner	Austin, Tx	Apr 9, 2022	14 y	0

All 109 advisors at The Mather Group, LLC

Advisor movement

7 left, 14 joined in 12 months

net +7 in 12 months2 left in 90 days1 joined in 90 daysdeparture rate 6.3% of current headcount24 left over 36 months

Left, latest

George M Joyaux to Santa Barbara Management
Sep 4, 2026 · RIA to RIA
Bridget Clare Camalick to Mariner
Jul 16, 2026 · RIA to affiliated broker-dealer or bank
David Geschke to Level Four Advisory Services
May 18, 2026 · RIA to affiliated broker-dealer or bank
Jules Jouvenat to Hightower Advisors, LLC
Apr 20, 2026 · RIA to affiliated broker-dealer or bank
Shequeta Rice to Focus Partners Wealth, LLC
Jan 13, 2026 · RIA to RIA
David Alexander Morris to Alliancebernstein L.P.
Dec 16, 2025 · Other
Nasimul Khan to Wealth Enhancement Advisory Services, LLC
Sep 23, 2025 · RIA to affiliated broker-dealer or bank
Mauricio Cortes Resendiz to Fielder Capital Group LLC
Jul 24, 2025 · RIA to RIA
Abigail Phillips Hasling to Aspen Wealth Management, LLC
Jul 10, 2025 · RIA to RIA
Michael Justin Schelle to Vanweelden Wealth Management, LLC
Jul 10, 2025 · RIA to RIA
Jeffrey Earl Riley to Willis Johnson Wealth
May 20, 2025 · RIA to RIA
Elliott Curtis Hollingsworth to Clifford Swan Investment Counselors
May 9, 2025 · RIA to RIA
Matthew William Benz to Wealth Enhancement Advisory Services, LLC
Mar 24, 2025 · RIA to affiliated broker-dealer or bank
Noah Benjamin Marell to Aprio Wealth Management, LLC
Feb 26, 2025 · RIA to RIA
Timothy Winfield Harvey to Aspiriant, LLC
Oct 9, 2024 · RIA to RIA

Joined, latest

Andrew Mattingly from MML Investors Services, LLC
Jul 28, 2026 · Affiliated broker-dealer or bank to independent RIA
Robin Jan Patinkin from Focus Partners Wealth, LLC
Jun 2, 2026 · RIA to RIA
Sean Thomas Sebold from Sebold Capital Management, Inc
May 18, 2026 · Other
Robert Edward Hogan from The Hogan-Knotts Financial Group, Inc.
Feb 26, 2026 · RIA to RIA
Timothy Andrew Knotts from The Hogan-Knotts Financial Group, Inc.
Feb 17, 2026 · RIA to RIA
Andrew Albert Lichtenberger from Charles Schwab & Co., Inc.
Jan 22, 2026 · Affiliated broker-dealer or bank to independent RIA
David Geschke from Capital Analysts
Jan 7, 2026 · Affiliated broker-dealer or bank to independent RIA
Robert John Blanusa from Napa Wealth Management
Dec 22, 2025 · RIA to RIA
Timothy Lee Ayles from Napa Wealth Management
Nov 20, 2025 · RIA to RIA
Tonya West from Napa Wealth Management
Nov 20, 2025 · RIA to RIA
Patrick Andrew Mccuen from Napa Wealth Management
Nov 20, 2025 · RIA to RIA
George Paul Mccuen from Napa Wealth Management
Nov 20, 2025 · RIA to RIA
Luis Robles from Charles Schwab & Co., Inc.
Oct 16, 2025 · Affiliated broker-dealer or bank to independent RIA
Brian Lane from Morgan Stanley
Oct 6, 2025 · Wirehouse to independent RIA
Karly Rose Wakely from Fisher Investments
Jul 23, 2025 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from The Hogan-Knotts Financial Group, Inc.
Jul 27, 2026 · Red Bank, Nj
5 joined from Napa Wealth Management
Dec 8, 2025 · Napa, Ca · Firm absorbed
2 joined from Independent Progressive Advisors, LLC
Jul 18, 2025 · Portland, Or
7 joined from Clear Perspectives Financial Planning, LLC
Jun 30, 2023 · Cincinnati, Oh · Firm absorbed
4 joined from Hc Financial Advisors Inc
Aug 9, 2022 · Lafayette, Ca · Firm absorbed
2 joined from Partnersinwealth, Inc
Sep 8, 2020 · Houston, Tx
2 joined from Resource Advisory Services, Inc.
Jun 26, 2020 · Knoxville, Tn

Teams out Teams in

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Pf1no longer reported	Other Private Fund	$5.6M	3	Feb 6, 2019

Owners and control persons

Schedule A and B, latest filing

Rees Daniel Bryant · Managercontrol
since 03/2022 · owns less than 5%
Daniel Michael Castleforte · Vice President And Assistant Secretary / Managercontrol
since 03/2022 · owns less than 5%
Alisa Jennifer Des Groseilliers · Chief Executive Officercontrol
since 03/2024 · owns less than 5%
Ashley Stuart Evans · Chief Compliance Officercontrol
since 04/2023 · owns less than 5%
F. Jay Krehbiel · Managercontrol
since 03/2022 · owns less than 5%
Rebecca Kristen Oziemkowski · Chief Operations Officer, Business Operations/Solutionscontrol
since 01/2022 · owns less than 5%
Ann Pamela Popp · Managercontrol
since 03/2022 · owns less than 5%
Eugene Boris Rapoport · Vice President And Assistant Secretary / Managercontrol
since 03/2022 · owns less than 5%
Brooke Skinner Ricketts · Managercontrol
since 07/2022 · owns less than 5%
Antwarn Shundrawn Thomas · Managercontrol
since 07/2022 · owns less than 5%
Dibble Cyrus Walker · Managercontrol
since 03/2022 · owns less than 5%
Matthew Ryan Wickert · Chief Financial Officercontrol
since 11/2022 · owns less than 5%
Walter Jon Zindel · Member
since 01/2026 · owns less than 5%

Entity owners

Mather Holdings, LLC · Sole Member
direct · owns 75% or more
Tvg-Tmg Aggregator, LLC · Member
indirect · owns 75% or more of Tvg-Tmg Holdings, LLC
Tvg-Tmg Holdings, LLC · Sole Stockholder
indirect · owns 75% or more of Tvg-Tmg Topco, Inc.
Tvg-Tmg Intermediate, Inc. · Sole Member
indirect · owns 75% or more of Mather Holdings, LLC
Tvg-Tmg Topco, Inc. · Sole Stockholder
indirect · owns 75% or more of Tvg-Tmg Intermediate, Inc.
Vistria Fund IV (Ft), LP · Member
indirect · owns 25% to 50% of Tvg-Tmg Aggregator, LLC
Vistria Fund IV, LP · Member
indirect · owns 50% to 75% of Tvg-Tmg Aggregator, LLC
Vistria Gp IV, LP · General Partner
indirect · owns F of Vistria Fund IV, LP

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Chicago, Il · principal	94	12	3
Houston, Tx	12	1	0
Cincinnati, Oh	7	0	0
Napa, Ca	5	5	0
Lafayette, Ca	5	1	0
Dallas, Tx	5	1	2
Atlanta, Ga	4	0	1
Lisle, Il	3	3	0
Knoxville, Tn	2	0	0
Bellevue, Wa	2	0	0
Brentwood, Tn	2	0	0
Austin, Tx	2	0	0
Portland, Or	2	0	0
Red Bank, Nj	2	2	0
Englewood, Co	0	0	1
Arvada, Co	0	0	0
Pasadena, Ca	0	0	0

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 3 since 2015, 1 in 24 monthsderived
Advisors acquired: 16derived
Still registered after 90 days: 100% of 16derived
After 180 days: 100% of 16derived
After 365 days: 100% of 11derived
After 730 days: 100% of 11derived
Team lift-outs after: 0derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Houston, TX11 employees
Atlanta, GA8 employees
Cincinnati, OH8 employees
Lafayette, CA6 employees
Dallas, TX4 employees
Brentwood, TN3 employees
Knoxville, TN3 employees
Austin, TX3 employees
Stroudsburg, PA2 employees
Bellevue, WA2 employees
Cleveland, OH1 employees
Columbus, OH1 employees
Denver, CO1 employees
Detroit, MI1 employees
Grand Rapids, MI1 employees
Hartford, CT1 employees
Indianapolis, IN1 employees
Jacksonville, FL1 employees
Kansas City, MO1 employees
Los Angeles, CA1 employees
Louisville, KY1 employees
Memphis, TN1 employees
Mill Valley, CA1 employees
Milwaukee, WI1 employees
Minneapolis, MN1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Sep 4, 2026
DES GROSEILLIERS, JENNIFER, ALISA (CHIEF EXECUTIVE OFFICER) left Schedule A between the filings of 2024-03-22 and 2026-09-04
peers: independent wealth managers, $5B to $20B (289)
advisor count dropChange between filings · filing Apr 7, 2026
advisory representatives (Item 5.B.3) moved from 103.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-21 and 2026-04-07; the peer median change was +6.0% (220 comparable advisers, 0.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (220) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Financial planning clients · More than 500 to More than 500
Jul 16, 2026 to Sep 4, 2026
Related adviser · false to unset
Jul 16, 2026 to Sep 4, 2026
Related bank · false to unset
Jul 16, 2026 to Sep 4, 2026
Related broker-dealer · false to unset
Jul 16, 2026 to Sep 4, 2026
Related insurance company · false to unset
Jul 16, 2026 to Sep 4, 2026
Succession · false to unset
Jul 16, 2026 to Sep 4, 2026
Accounts · 16,285 to 15,200
Dec 17, 2025 to Feb 2, 2026
Advisory employees · 86 to 97
Dec 17, 2025 to Feb 2, 2026
HNW clients · 2,638 to 2,876
Dec 17, 2025 to Feb 2, 2026
Individual clients · 1,622 to 1,897
Dec 17, 2025 to Feb 2, 2026
Assets in custody · $4.3B to $5.7B
Dec 17, 2025 to Feb 2, 2026
Insurance-licensed employees · 0 to 113
Dec 17, 2025 to Feb 2, 2026
State-registered IARs · 103 to 0
Dec 17, 2025 to Feb 2, 2026
Discretionary RAUM · $11B to $13B
Dec 17, 2025 to Feb 2, 2026
HNW RAUM · $11B to $12B
Dec 17, 2025 to Feb 2, 2026
Individual RAUM · $684M to $1.2B
Dec 17, 2025 to Feb 2, 2026
Non-discretionary RAUM · $798M to $856M
Dec 17, 2025 to Feb 2, 2026
Pension RAUM · $1.9M to $1.5M
Dec 17, 2025 to Feb 2, 2026
RAUM · $12B to $13B
Dec 17, 2025 to Feb 2, 2026
Accounts · 15,974 to 16,285
Nov 6, 2024 to Mar 21, 2025
Advisory employees · 81 to 86
Nov 6, 2024 to Mar 21, 2025
Charity clients · 2.0 to unset
Nov 6, 2024 to Mar 21, 2025
HNW clients · 2,379 to 2,638
Nov 6, 2024 to Mar 21, 2025
Individual clients · 1,860 to 1,622
Nov 6, 2024 to Mar 21, 2025
Pension plan clients · 4.0 to unset
Nov 6, 2024 to Mar 21, 2025
Assets in custody · $3.7B to $4.3B
Nov 6, 2024 to Mar 21, 2025
Employees · 163 to 186
Nov 6, 2024 to Mar 21, 2025
Financial planning clients · More than 500 to More than 500
Nov 6, 2024 to Mar 21, 2025
State-registered IARs · 91 to 103
Nov 6, 2024 to Mar 21, 2025
Discretionary RAUM · $9.3B to $11B
Nov 6, 2024 to Mar 21, 2025
HNW RAUM · $9.6B to $11B
Nov 6, 2024 to Mar 21, 2025
Individual RAUM · $868M to $684M
Nov 6, 2024 to Mar 21, 2025
Non-discretionary RAUM · $1.2B to $798M
Nov 6, 2024 to Mar 21, 2025
Pension RAUM · $4.3M to $1.9M
Nov 6, 2024 to Mar 21, 2025
RAUM · $11B to $12B
Nov 6, 2024 to Mar 21, 2025
Accounts · 16,761 to 15,974
Jun 5, 2023 to Mar 22, 2024
HNW clients · 2,009 to 2,379
Jun 5, 2023 to Mar 22, 2024
Individual clients · 1,952 to 1,860
Jun 5, 2023 to Mar 22, 2024
Pension plan clients · 7 to 4
Jun 5, 2023 to Mar 22, 2024
Assets in custody · $1.9B to $3.7B
Jun 5, 2023 to Mar 22, 2024

Signals

60 dated events

George M Joyaux left The Mather Group, Llc for Santa Barbara Management (registered 2026-08-07)
Sep 4, 2026 · Advisor changed firm · fact
2 advisors left The Hogan-Knotts Financial Group, Inc. (Red Bank, NJ) for The Mather Group, LLC on the same day
Jul 27, 2026 · Team lift-out · derived
Bridget Clare Camalick left The Mather Group, Llc for Mariner (registered 2026-07-01)
Jul 16, 2026 · Advisor changed firm · fact
David Geschke left The Mather Group, Llc for Level Four Advisory Services (registered 2026-04-20)
May 18, 2026 · Advisor changed firm · fact
Jules Jouvenat left The Mather Group, Llc for Hightower Advisors, Llc (registered 2026-04-01)
Apr 20, 2026 · Advisor changed firm · fact
The Mather Group, Llc reported 0 state-registered advisory representatives, down from 103 (2025-12-17 to 2026-02-02)
Feb 2, 2026 · Advisor headcount change · derived
Shequeta Rice left The Mather Group, Llc for Focus Partners Wealth, Llc (registered 2025-12-24)
Jan 13, 2026 · Advisor changed firm · fact
David Alexander Morris left The Mather Group, Llc for Alliancebernstein L.P. (registered 2025-11-11)
Dec 16, 2025 · Advisor changed firm · fact
Napa Wealth Management's advisors moved to The Mather Group, LLC (Napa, CA): 5 of 5 registered, on the same day
Dec 8, 2025 · Firm absorbed (people side) · derived
Nasimul Khan left The Mather Group, Llc for Wealth Enhancement Advisory Services, Llc (registered 2025-09-19)
Sep 23, 2025 · Advisor changed firm · fact
Mauricio Cortes Resendiz left The Mather Group, Llc for Fielder Capital Group Llc (registered 2025-07-15)
Jul 24, 2025 · Advisor changed firm · fact
2 advisors left Independent Progressive Advisors, LLC (Portland, OR) for The Mather Group, LLC on the same day
Jul 18, 2025 · Team lift-out · derived
Michael Justin Schelle left The Mather Group, Llc for Vanweelden Wealth Management, Llc (registered 2025-12-12)
Jul 10, 2025 · Advisor changed firm · fact
Abigail Phillips Hasling left The Mather Group, Llc for Aspen Wealth Management, Llc (registered 2026-02-25)
Jul 10, 2025 · Advisor changed firm · fact
Jeffrey Earl Riley left The Mather Group, Llc for Willis Johnson Wealth (registered 2025-05-27)
May 20, 2025 · Advisor changed firm · fact
Elliott Curtis Hollingsworth left The Mather Group, Llc for Clifford Swan Investment Counselors (registered 2025-09-05)
May 9, 2025 · Advisor changed firm · fact
Matthew William Benz left The Mather Group, Llc for Wealth Enhancement Advisory Services, Llc (registered 2025-03-12)
Mar 24, 2025 · Advisor changed firm · fact
Noah Benjamin Marell left The Mather Group, Llc for Aprio Wealth Management, Llc (registered 2025-03-28)
Feb 26, 2025 · Advisor changed firm · fact
Timothy Winfield Harvey left The Mather Group, Llc for Aspiriant, Llc (registered 2024-10-21)
Oct 9, 2024 · Advisor changed firm · fact
John Christopher D'Amelio left The Mather Group, Llc for Greystone Financial & Estate Services, Inc. (registered 2025-01-19)
Aug 28, 2024 · Advisor changed firm · fact
Justin Alexander Reede left The Mather Group, Llc for Integrity Road Wealth Partners Llc (registered 2024-10-10)
Aug 9, 2024 · Advisor changed firm · fact
David Karl Pence left The Mather Group, Llc for Sage Mountain Advisors, Llc (registered 2024-08-30)
Jul 12, 2024 · Advisor changed firm · fact
James Paul Berndt left The Mather Group, Llc for Corient (registered 2024-07-02)
Jul 12, 2024 · Advisor changed firm · fact
Michael Spero Furla left The Mather Group, Llc for Orba Wealth Advisors, Llc (registered 2025-02-14)
Jun 14, 2024 · Advisor changed firm · fact
Jeffrey Lawrence Pierce left The Mather Group, Llc for Annex Wealth Management, Llc (registered 2024-06-25)
Apr 10, 2024 · Advisor changed firm · fact
Christopher Scott Piccoli left The Mather Group, Llc for Mariner (registered 2024-04-10)
Apr 10, 2024 · Advisor changed firm · fact
Alisa Jennifer Des Groseilliers (Chief Executive Officer) appeared on Schedule A of The Mather Group, Llc
Mar 22, 2024 · Control person joined · fact
Lawrence Jeffrey Pierce (Chief Executive Officer) no longer on Schedule A of The Mather Group, Llc (listed 2023-06-05, absent 2024-03-22)
Mar 22, 2024 · Control person left · inference
John William Wimbiscus left The Mather Group, Llc for Bates Financial Advisors, Inc. (registered 2026-05-04)
Nov 24, 2023 · Advisor changed firm · fact
Amanda M Muse left The Mather Group, Llc for Bogart Wealth, Llc (registered 2023-12-14)
Sep 25, 2023 · Advisor changed firm · fact

Across DFX

shared identifiers only, never a name match

The Mather Group, LLC · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business email: info@themathergroup.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 888-537-1080reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: LINKEDIN.COM/COMPANY/THE-MATHER-GROUP-LLCreportedpublic record, Form ADV, Sep 17, 2026
Website: THEMATHERGROUP.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 888-537-1080reportedpublic record, Form ADV, Sep 4, 2026
Contact form: themathergroup.com/contact-wealthreportedpublished by the firm, firm site, Sep 15, 2026
Team page: themathergroup.com/team-wealthreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $120Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026