CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with eight offices across the country and more than $8.4 billion in assets under advisement (AUA) *, has been identified among 2021 RIA Leaders by Financial Planning magazine.**
Firms on the list are ranked from largest to smallest based on assets under management (AUM) as reported on their Form ADVs. Criteria for inclusion required each firm’s Form ADVs to state that advisors are not commission-based and do not have broker-dealer affiliations, at least 33% of the firm’s clients are individual or high-net-worth clients, and at least one of those clients receives financial planning services.
This recognition is the latest in a string of industry accolades for TMG, as it was also among Barron’s 2021 list of Top 100 RIA Firms in the country, one of 2021’s Top RIAs according to Financial Advisor, and one of 2021 Fast 50 named by Crain’s Chicago Business.
“We take a client-centric and financial planning-first approach—from both an experiential and fiduciary standpoint, respectively,” said TMG CEO Chris Behrens. “Further, by embracing financial technology, we maintain efficiency in our operations and can direct more of our time and energy toward fostering relationships with our clients. It’s helped us scale nationally while maintaining our boutique feel.”
The firm offers a comprehensive range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment, and estate planning guidance. Investment recommendations are not tied to commissions. Clients pay for the firm's experienced 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.
Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia Area, and 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 $8.4 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, and other assets that we advise on but do not directly manage as of 9.30.21.
**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.