CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the country and more than $6.8 billion in Assets Under Advisement*, has been ranked by Barron’s in its 2020 list of the top 100 RIA firms in the United States. The Barron's rankings formula, based on a detailed questionnaire and other factors, included several new metrics this year such as technology spending, staff diversity and succession planning. **
TMG’s ranking comes after years of impressive organic growth and a series of strategic acquisitions, bringing its total AUM to over $4.7 billion. Over the past 18 months, TMG has acquired 7 firms — four in 2020 alone — with the potential to expand into new markets before year-end.
“TMG has the mature wealth-tech infrastructure to attract high net worth clients and the scale to deliver best-in-class services to our clients — and we’re committed to remaining a boutique firm,” said TMG Chief Executive Officer Chris Behrens. “We’re thrilled that this philosophy continues to resonate with both our clients and renowned publications like Barron’s.”
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, recently landed the firm the number 14 spot on Forbes Top 100 Wealth Managers of 2019 and the number one spot on Financial Advisor Magazine’s Fastest-Growing RIA Firms in 2019.**
More About The Mather Group
Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, 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 more than $6.8 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. 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 assets and assets that we advise on but do not directly manage.
**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.