Overview

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).

Market
RIA
Member Level
Plus
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...