The Mather Group, LLC Included in Financial Advisor’s 2021 List of Top 100 RIAs

CHICAGO--()--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.

“There’s also a sense that the Coronavirus merely hastened trends already in motion in the financial advice industry,” said Eric Rasmussen in FA’s “The Future is Now” article. “Besides the work-from-home trends, RIAs also needed to speed up their tech spending if they had put it off. The rampant consolidation among firms with aging founders meant that more of them were likely thinking of selling, especially after the 2020 stock market rebound gave them an incentive.”

Christopher Behrens, CEO of TMG, says “Clients have embraced new technologies, such as virtual meetings,” adding, “We put clients’ interest first, but at the end of the day, firms that utilize technology are more likely to succeed.”

The firm offers a comprehensive range of in-house services, including tax preparation, tax advice, portfolio management, concentrated stock management, risk assessment, estate planning guidance, and comprehensive financial planning. Clients pay for the firm's professional advice on a fee-only basis, typically as a percentage of assets under management. This approach helps align the interests of the firm and the client.

TMG also plans to continue their current momentum with several new partner firm acquisitions by the end of this year's third quarter. "Our goal is to continue to bring on clients organically and through acquisitions to become a significant-sized, national boutique firm in the RIA wealth management space," Behrens says.

More About TMG

Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, and Philadelphia Area, with a presence in the San Francisco Bay Area, TMG is a fee-only firm serving primarily high net worth individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to more than $7.95 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 as of 8.5.21

**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.

Contacts

Natalya Varkey
n.varkey@themathergroup.com

Contacts

Natalya Varkey
n.varkey@themathergroup.com