$7.5B AUM | $50MM Rev in
The Mather Group, LLC (TMG) was founded in 2011 as a fee-only fiduciary firm with a mission to serve clients with transparency and a passion for providing clients with a clear path to retirement, putting their best interests first. We partner with other fee-only firms that complement TMG’s organic growth to further our vision to become a leading national boutique for wealth management. This means we leverage the breadth and depth of our team members’ experience to provide independent, objective financial advice and a personalized, high-touch client experience for individuals and families.
Headquartered in Chicago, TMG is a tech-forward, national registered investment adviser (RIA) with offices in metropolitan areas around the country, including Atlanta, Austin, Dallas, Houston, Knoxville, Morristown, Nashville, San Francisco, Seattle, and Washington, DC. We offer a comprehensive range of in-house services, including financial planning, tax advice and preparation, portfolio management, risk assessment, and estate planning guidance.
Our staff includes more than 135 full-time employees with an impressive list of designations and degrees, including 64 CFPs, 8 CFAs, 16 CPAs, 5 JDs, and 15 MBAs (as of 5/11/22). TMG has over $8.3 billion in assets under management (“AUM”) as of 3/31/22, and our organic revenue growth has exceeded 30% per annum for the past five years (excluding market).