CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the country and more than $6.7 billion in Assets Under Advisement*, has been selected as a 2020 Leader by Financial Planning** and one of the top 15 RIA firms in the country by number of advisors.
The criteria for inclusion in Financial Planning’s 2020 Leader list required that firms state on their Form ADV that they do not take commissions or retain broker-dealer affiliations, along with serving at least 50% individual or high-net-worth clients. TMG’s ranking comes after years of impressive organic growth and a series of strategic acquisitions, bringing its total AUM to over $4.7 billion. Over the past 18 months, TMG has acquired 7 firms — four in 2020 alone — with the potential to expand into new markets before year-end.
“We’re building a national boutique brand and we’ve quickly learned many RIAs are more inclined to align with a firm that can provide a stable succession plan for their business, clients and employees,” stated TMG Chief Executive Officer Christopher Behrens about the firm’s recent growth. “In addition, TMG has the mature tax infrastructure to attract high net worth clients and the scale to deliver best-in-class technology — sellers know we’re not cashing in on their legacy in ten years.”
TMG provides comprehensive financial services to high net worth clients including tax preparation, tax advice, portfolio management, concentrated stock management, estate planning, and comprehensive financial planning. TMG’s proven success in this space, driven by their innovative technology platform and in-house CPAs, recently landed the firm among Barron’s list of the top 100 RIA firms in the country and the number one spot on Financial Advisor Magazine’s Fastest-Growing RIA Firms in 2019.**
More About The Mather Group
Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, San Francisco Bay Area, and Philadelphia Area, The Mather Group is a fiduciary-only firm serving affluent and ultra-affluent families and individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to more than $6.7 billion in assets under advisement. TMG’s in-house attorneys, CPAs and other professionals simplify their clients’ lives by providing a comprehensive suite of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Visit us at www.themathergroup.com.
*Assets Under Advisement (AUA) consists of discretionary, non-discretionary assets and assets that we advise on but do not directly manage.
**Rankings are based on voluntary, non-fee paying surveys. Each organization establishes its own criteria for inclusion. Information is accurate as the date of this press release, and no obligation nor intention to make updates or corrections exist.