CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a wealth management firm with 11 offices across the country and more than $8.3 billion in assets under management (AUM, as of 3/31/22), has been ranked #13 among the Top 50 Wealth Managers by Growth in Assets according to RIA Channel.
“It’s wonderful to see our team’s hard work reflected in our growth,” said TMG CEO Chris Behrens. “Given the dynamic nature of our industry—and the investments that are necessary to utilize cutting-edge technology and deliver a high level of service—growth is critical. It’s what fuels our ability to drive continual improvements that can add value for our clients.”
Rankings were based on growth in assets on an absolute basis from March 31, 2021, to March 31, 2022. Only active registered investment adviser (RIA) firms with no regulatory, criminal, or administrative violations on file per the SEC as of March 31, 2022, were eligible for consideration. Criteria for inclusion also required that firms provide wealth management services as their primary business.
TMG’s recent announcement of its partnership with The Vistria Group also reflects the firm’s commitment to continued growth. The strategic investment provided by this transaction supports TMG’s goals of enhancing its service offering, broadening its geographic presence, and enriching the client experience.
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, Nashville Area, San Francisco Bay Area, Seattle Area, Spring TX, and Washington, DC Area, TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMG’s professionals aim to simplify 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.
Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Information is accurate as of the date of this press release, and no obligation nor intention to make updates or corrections exist. Visit the TMG website for more information regarding its awards and recognition.