The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with eight offices across the country and more than $8.4 billion* in assets under advisement (AUA), has been included on Barron’s 2021 list of Top 100 RIA firms in the country. Jumping 24 spots from its place on the 2020 list, TMG’s year-over-year ranking improved more than any other firm on the list.**
Over the past 12 months, TMG has also been named one of 2021’s Top RIAs by Financial Advisor, one of the Top 15 RIA Leaders by Financial Planning, and one of the 2021 Fast 50 by Crain’s Chicago Business.
TMG’s client-centric approach has proven integral to the firm’s growth, according to TMG CEO Christopher Behrens. “TMG has the robust tax infrastructure to attract high-net-worth clients and the scale to deliver sophisticated technology—enabling us to deliver tangible value and efficiency that enhance the client experience,” continued Behrens.
The firm offers a comprehensive range of in-house services, including tax preparation, tax advice, portfolio management, concentrated stock management, risk assessment, estate planning guidance, and comprehensive financial planning. Investment recommendations are not tied to commissions. Clients pay for the firm’s experienced advice on a fee-only basis, typically as a percentage of assets under management. This approach helps align the interests of the firm and the client.
TMG’s recent acquisition of Glikman/Associates, a California-based financial advisory firm with $104.7 million in assets under management, marks the 10th acquisition by TMG in a little over two years. “Our goal is to continue to bring on clients organically and through acquisitions to become a significant-sized, national boutique firm in the RIA wealth management space,” Behrens says. “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.”
More About TMG
Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, Philadelphia Area, and San Francisco Bay Area, TMG is a fee-only firm serving primarily high-net-worth individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to more than $8.4 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, and other assets that we advise on but do not directly manage as of 9.30.21.
**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.