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RIA · Independent channel

The Mather Group

Includes the history of Legacy Consulting Group (acquired October 2026) · Sebold Capital (acquired May 2026) · The Hogan-Knotts Financial Group (acquired February 2026)

Chicago-based registered investment adviser acquiring planning-led practices.

Website
themathergroup.com
Regulator record
THE MATHER GROUP, LLC (SEC)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$1.1B
Reported practice assets · 3 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
1 Jan
0 Feb
0 Mar
1 Apr
0 May
0 Jun
0 Jul
0 Aug
0 Sep
1 Oct

Arrivals came from

Origin firms, by number of teams

Arrivals 3

Teams joining The Mather Group in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Oct 9 Acquisition Legacy Consulting GroupPlano, TX Legacy Consulting GroupRIAacquired by The Mather Group, Oct 2026 $400M Wealth Management
Apr 30 Acquisition Sebold Capital ManagementLisle, IL Sebold CapitalRIAacquired by The Mather Group, May 2026 $364M Press Release
Jan 9 Acquisition The Hogan-Knotts Financial GroupRed Bank, NJ The Hogan-Knotts Financial GroupRIAacquired by The Mather Group, Feb 2026 $300M Press Release

Departures 0

Teams leaving The Mather Group in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.