Adam
Spector

The Mather Group, LLC

CRD#6832083
Investment Advisor
in Chicago, IL

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About this Advisor

Adam Spector is a certified financial planner operating in Chicago, Illinois with 6 years of industry experience. Spector works at The Mather Group, LLC. Spector has gained experience at The Mather Group, LLC and Student. Spector can serve investors in California, Illinois, Indiana, New Hampshire, Texas and Wisconsin. The Mather Group, LLC is a firm operating out of Chicago, IL. It has offices in 60 locations and a total of 167 employees. It administers $9 billion in assets between its 16,761 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 16,761 client accounts, 51% are held by high-net-worth investors who have more than $1 million in assets available to invest. The Mather Group, LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on which service is offered. Fee types billed by The Mather Group, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

353 N. Clark Street Suite 2775
Chicago, IL 60654

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$8,718,717,623

IL Average: $6,674,516,078
Total Number of Employees

167

IL Average: 44
Total Number of Accounts

16,761

IL Average: 2,564
Average Account Size

$520,179

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Adam Spector Work History

Adam has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

The Mather Group, LLC

2020 - 2022 (2 years)

The Mather Group, LLC

2017 - 2020 (3 years)

The Mather Group, LLC

2016 - 2017 (1 year)

The Mather Group, LLC

2012 - 2016 (4 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Spector to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Mather Group, LLC

Bradley Phillips
Austin, TX
Kelly Carpenter
Chicago, IL
Jonathan Gussick
Chicago, IL
Joshua Mason
Snohomish, WA
Mark Nichol
Chicago, IL
Richard Megica
Chicago, IL
Lucas Veldhuis
Houston, TX
Samuel Hutchison
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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