The Mather Group, LLC

The Mather Group, LLC (CRD# 156005) is a financial advisory firm headquartered in Chicago, IL. They manage $808,885,886 in 1,554 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    809
    MILLION
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $520,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, MI, TX, WI

Financial Advisors at The Mather Group, LLC
Showing 1 - 10 of 11 top financial advisors.
1
William D. Beutel
CRD#: 5056016
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
96
Wealthminder
score

William Beutel (CRD# 5056016) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 12 years of experience in the finance industry. William Beutel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stewart M. Mather
CRD#: 4494459
353 N. Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

Stewart Mather (CRD# 4494459) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 15 years of experience in the finance industry. Stewart Mather has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Raymond C. Schenk
CRD#: 2083712
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027
96
Wealthminder
score

Raymond Schenk (CRD# 2083712) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 18 years of experience in the finance industry. Raymond Schenk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian M. Schmehil
CRD#: 5370909
353 N. Clark Street, Suite 2775, Chicago, IL 60654
96
Wealthminder
score

Brian Schmehil (CRD# 5370909) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 9 years of experience in the finance industry. Brian Schmehil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Dawn M. Cornwall
CRD#: 1619298
353 N. Clark Street, Suite 2775, Chicago, IL 60654
93
Wealthminder
score

Dawn Cornwall (CRD# 1619298) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

6
Michael A. Ryabik
CRD#: 5177105
353 N. Clark Street, Suite 2775, Chicago, IL 60654
93
Wealthminder
score

Michael Ryabik (CRD# 5177105) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

7
Christopher S. Huntley
CRD#: 6444697
353 N. Clark Street, Suite 2775, Chicago, IL 60654
90
Wealthminder
score

Christopher Huntley (CRD# 6444697) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry. Christopher Huntley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Conor J. Donohue
CRD#: 6532709
353 N. Clark Street, Suite 2775, Chicago, IL 60654
87
Wealthminder
score

Conor Donohue (CRD# 6532709) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

9
Michael J. Hoare
CRD#: 6354177
353 N. Clark Street, Suite 2775, Chicago, IL 60654
87
Wealthminder
score

Michael Hoare (CRD# 6354177) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.

10
James R. Perkins
CRD#: 5880951
353 N. Clark Street, Suite 2775, Chicago, IL 60654
87
Wealthminder
score

James Perkins (CRD# 5880951) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.