Articles from The Mather Group, LLC

The Mather Group, LLC (TMG), one of the nation’s fastest growing Registered Investment Advisory firms, with 12 offices nationwide and more than $14 billion (AUM/AUA as of 3/31/2025), today announced it has entered a strategic alliance with Pillar Wealth Management Inc., a Walnut Creek, California-based wealth management firm with over $200 million in assets under management. This marks TMG’s fourth acquisition in the San Francisco Bay Area and reflects the firm’s continued commitment to building a strong local presence in markets with long-term opportunity. The transaction expands TMG’s footprint in the region while supporting its broader strategy to grow across the West Coast and deepen its service to high-net-worth and ultra-high-net-worth individuals and families.

The Mather Group, LLC (TMG) has been ranked #38 on Barron’s 2024 list of Top 100 RIA Firms, up from #47 in 2023. With a nationwide presence and over $14 billion in AUM, The Mather Group (TMG) simplifies complex financial planning through an all-inclusive approach to investment, tax, and estate management.

The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.7 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 4/30/23, has announced its acquisition of Clear Perspectives Financial Planning, LLC (Clear Perspectives), a registered investment adviser (RIA) firm based in Cincinnati, OH.

The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.6 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 3/31/23, has announced its hiring of Stuart Evans as Chief Compliance Officer (CCO).

The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.0 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 12/31/22, has announced its creation of TMG Innovation Lab. It will be led by Michael Ryabik, Managing Partner, and will function as a centralized forum for vetting, prioritizing, and piloting new ideas related to TMG’s service model and client experience.

The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.9 billion in assets under management (AUM, as of 11/30/22), is among the 2022 Best Places to Work in Money Management as announced by Pensions & Investments (P&I). It is the second year in a row that TMG has earned this recognition.

The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.4 billion in assets under management (AUM, as of 11/30/22), has announced its hiring of Ryan Wickert as Chief Financial Officer.

The Mather Group, LLC (TMG), a wealth management firm with 13 offices across the country and more than $8.4 billion in assets under management (AUM, as of 8/31/22), has announced its acquisition of Cedar Financial Advisors, LLC (Cedar), a registered investment adviser (RIA) firm based in Beaverton, OR.

The Mather Group, LLC (TMG), a wealth management firm with 13 offices across the country and more than $8.4 billion in assets under management (AUM, as of 8/31/22), has been ranked #49 on Barron’s 2022 list of Top 100 RIA Firms. This is the third consecutive year TMG has earned a place on the Barron’s list, initially appearing at #80 in 2020 and jumping to #56 in 2021.

The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $8.0 billion in assets under management (AUM, as of 7/31/22), has announced its acquisition of HC Financial Advisors Inc. (HC), a registered investment adviser (RIA) firm based in Lafayette, CA.

The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, as of 6/30/22), has announced its acquisition of Semita Asset Management LLC (Semita), a registered investment adviser (RIA) firm based in Houston.

The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, as of 6/30/22), has announced its acquisition of Seiffert Ltd., a state-registered investment adviser (RIA) firm based in Bethesda, MD.

The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, as of 6/30/22), announced that it has been named to Financial Advisor (FA) magazine’s 2022 Top 50 Fastest-Growing Firms list.

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.3 billion in assets under management (AUM, as of 3/31/22), has been recognized on the Crain’s Fast 50 ranking for the second year in a row.

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.3 billion in assets under management (AUM, as of 3/31/22), has announced its acquisition of Multi-Fund Management Ltd. (MFM), a registered investment adviser (RIA) firm based in Louisville.

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.3 billion in assets under management (AUM, as of 3/31/22), has been ranked #13 among the Top 50 Wealth Managers by Growth in Assets according to RIA Channel.

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.2 billion in assets under management (AUM, as of 3/31/22), has announced its acquisition of Avenue Advisors, LLC, a registered investment adviser (RIA) firm based in San Diego.

The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.1 billion in assets under management (AUM)1, has announced its acquisition of Barrow Asset Management, Inc. (Barrow), a registered investment adviser (RIA) firm based in Tampa.

The Mather Group, LLC (TMG), a wealth management firm with 10 offices across the country and more than $8.1 billion in assets under management (AUM)1, has announced its April 1 opening of a second office in the Houston metropolitan area. The new office is located at 1700 City Plaza Drive, Suite 380, in Spring, Texas.

The Mather Group, LLC (TMG), a family-and employee-owned wealth management firm with 10 offices across the country and more than $8.9 billion in assets under advisement (AUA)1, has announced its recognition by Pensions & Investments (P&I) magazine as one of the 2021 Best Places to Work in Money Management.

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)1, has announced its acquisition of Allison Spielman Advisors (ASA), a state-registered investment adviser (RIA) firm based in the Seattle area.

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.**

The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with eight offices across the country announced today its acquisition of Glikman/Associates, a California-based financial advisory firm with $104.7 million in Assets Under Advisement (AUA). This deal marks the 10th acquisition in a little over two years for TMG, bringing its total AUA to over $8.4 billion*, in addition to recently being named one of 2021’s Top RIAs by Financial Advisor.**

The National Association of Personal Financial Advisors (NAPFA) recently announced that it has elected three new members to join the NAPFA Board of Directors for the 2021-2024 term, which begins on September 1. Among the new board members is Laura Barnett Lion, Managing Director at The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the country and more than $7.95 billion in Assets Under Advisement.*

The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the nation, eight acquisitions over the past two years, and more than $7.95 billion in Assets Under Advisement*, announced today that Tracy Bousky and her team from Treybourne Wealth Planners has joined TMG Chicago. Tracy joins TMG after 2 years as Lead Advisor at Treybourne Wealth Planners and 15 years as Lead Advisor at Private Vista.

The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the country and more than $7.95 billion in Assets Under Advisement*, has been chosen by Financial Advisor as one of the top RIAs in 2021.** This past year, COVID-19 has changed the way many businesses operate. While compiling its 2021 list of the Top 100 RIAs, Financial Advisor looked at which firms were best able to navigate this past year’s challenges, while also gearing up for future success.

The Mather Group, LLC (TMG), a family and employee owned wealth management firm with seven offices across the country and more than $7.3 billion in Assets Under Advisement*, has been included and ranked #20 on the Fast 50 2021 list by Crain’s Chicago Business.**

The Mather Group, LLC (TMG), a family-and employee-owned wealth management firm with six offices across the nation, 8 acquisitions over the past two years, and more than $7.3 billion in Assets Under Advisement*, announced today that Joan Rockey has been appointed as Chief Financial Officer.