CHICAGO--(BUSINESS WIRE)--The Mather Group (TMG), a family- and employee-owned wealth management firm with six offices across the nation and over $8 billion in assets under advisement, was recently ranked number 14 on Forbes Top 100 Wealth Managers of 2019.
According to the publication, the annual roster reflects the country’s best Registered Investment Advisors (RIAs), based on their size and growth in assets. “We recognize these firms as leaders in their field and congratulate them on their success,” says Forbes.
TMG’s ranking comes after years of impressive organic growth and a series of strategic acquisitions. Their latest transaction—the fourth since October 2018—was the acquisition of Daniel Advisors, an Atlanta-based fiduciary-only firm with $110 million in assets under management. At age 41, TMG Founding Partner Stewart Mather, who has been recognized as one of America’s Top 100 Independent Advisors by Barron’s, continues to attract fee-only founders who prefer to align with a next-generation firm offering a long-term option for clients and stakeholders.
“We’re building a national boutique brand,” says Mather. “TMG has the mature tax infrastructure to attract high net worth clients and the scale to deliver best-in-class technology—but we’re committed to remaining a boutique firm. We have no desire to lose our small business feel by becoming one of these mega RIAs.”
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, also recently landed the firm the number one spot on Financial Advisor Magazine’s Fastest-Growing RIA Firms.
More About The Mather Group
Headquartered in Chicago with offices in Houston, Dallas, Atlanta, 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 over $8 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. www.themathergroup.com