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 recognized on the Crain’s Fast 50 ranking for the second year in a row.
TMG ranked #22 among the 50 firms on the list based on its five-year growth rate of 745.2%, eclipsing its five-year growth rate of 537.8% that placed TMG at #20 on the 2021 Crain’s Fast 50 ranking. Of the nine financial services companies on the 2022 list, TMG was the highest-ranking advisory firm, bested only by three B2B financial technology providers.
“Our team has done an incredible job of driving and managing our growth, which can only be achieved by also maintaining a high rate of client retention. You must maintain that strong foundation,” said TMG CEO Chris Behrens. “With the client experience as our top priority, we’ve also been successful in attracting new clients and partnering with other like-minded firms. So, we are seeing growth both organically through our business development efforts and inorganically through partnerships.”
The firm’s growth supports its aim to become a leading national boutique for wealth management, continuing to expand its footprint across the country to better serve its rising number of clients. TMG’s partnership with The Vistria Group provided the strategic investment that helps the firm penetrate new markets through both green fielding and M&A, while also continuing to enhance its service offering, leverage state-of-the-art technologies, and grow its team of industry professionals.
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.