The Mather Group, LLC

The Mather Group, LLC (CRD# 156005) is a financial advisory firm headquartered in Chicago, IL. They manage $8,579,759,071 in 12,561 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,580
    MILLION
  • Total Number of Accounts
    12,561
    ACCOUNTS
  • Average Account Value
    $683,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at The Mather Group, LLC
Showing 1 - 10 of 77 top financial advisors.
1
Kevin T. Allman
CRD#: 4021616
353 N. Clark Street, Suite 2775, Chicago, IL 60654

Kevin Allman (CRD# 4021616) 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. Kevin Allman 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
Rachel R. Ballengee
CRD#: 5344019
353 N. Clark Street, Suite 2775, Chicago, IL 60654

Rachel Ballengee (CRD# 5344019) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 14 years of experience in the finance industry. Rachel Ballengee 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
Matthew W. Benz
CRD#: 5467399
353 N. Clark Street, Suite 2775, Chicago, IL 60654

Matthew Benz (CRD# 5467399) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

4
Steven M. Berman
CRD#: 2226183
Mill Valley, CA

Steven Berman (CRD# 2226183) is an Investment Advisor Representative working at The Mather Group, LLC in Mill Valley, CA and has over 26 years of experience in the finance industry.

5
William D. Beutel
CRD#: 5056016
353 N. Clark Street, Suite 2775, Chicago, IL 60654

William Beutel (CRD# 5056016) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 16 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.

6
Priscilla C. Birt
CRD#: 6988571
2095 Lakeside Centre Way, Suite 105, Knoxville, TN 37922

Priscilla Birt (CRD# 6988571) is an Investment Advisor Representative working at The Mather Group, LLC in Knoxville, TN and has 1 year of experience in the finance industry. Priscilla Birt 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.

7
Teresa M. Bousky
CRD#: 4432402
353 N. Clark Street, Suite 2775, Chicago, IL 60654

Teresa Bousky (CRD# 4432402) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 20 years of experience in the finance industry. Teresa Bousky 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
Randall Braziel
CRD#: 7082107
4400 Post Oak Parkway, Suite 2330, Houston, TX 77027

Randall Braziel (CRD# 7082107) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has 1 year of experience in the finance industry. Randall Braziel 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.

9
Joshua A. Carucci
CRD#: 6805660
353 N. Clark Street, Suite 2775, Chicago, IL 60654

Joshua Carucci (CRD# 6805660) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

10
Dawn M. Cornwall
CRD#: 1619298
353 N. Clark Street, Suite 2775, Chicago, IL 60654

Dawn Cornwall (CRD# 1619298) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.