The Mather Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Illinois, United States · 51-200 Employees
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Overview
Headquarters
353 N Clark St Ste 2775, Chicago, Illino...Phone Number
(630) 537-1080Website
www.themathergroup.comRevenue
$82.5 MillionIndustry
ZI Rank: 6
Signal Type
Dec
Jan
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Mar
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May
ZI Rank
3
3
3
4
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6
About The Mather Group
TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMGs 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. (Registration with the SEC as an investment adviser does not, in and of itself, imply a certain level of risk or training.) Headquartered in Chicago, TMG also has offices throughout the United States.Explore more
The Mather Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
51-200
Private
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MW
Michael WerfelFinancial Planner & Advisor & Financial Services Representative
Company Profile Activity
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The Mather Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Mather Group financials insights
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2020
Debt
$1M
The Mather Group Tech Stack
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Most Recent Scoops
Person-Based
Consumer Finance, Finance
Person-Based
Partnership
Person-Based
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Person-Based
Financial Planning
The Mather Group News & Media
The Mather Group announces partnership with Hogan-Knotts
Founded in 1979, The Hogan-Knotts Financial Group delivers financial planning, investment management, and advisory services.The Mather Group, LLC (TMG) Enters Strategic Alliance with Independent Progressive Advisors, Expanding Presence in the Pacific Northwest
CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), one of the nation’s fastest growing Registered Investment Advisory firms with 12 offices nationwide and more than $14 billion in AUM/AUA (as of 3/31/2025), today announced it has entered a strategic alliance with Independent Progressive Advisors (IPA), a Portland, Oregon-based wealth management firm focused on empowering clients with personalized, values-based financial strategies. This acquisition represents a continued step forward in TMGThe Mather Group, LLC (TMG) Enters a Strategic Alliance with Pillar Wealth Management Inc., Expanding Presence in the San Francisco Bay Area
CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), one of the nation’s fastest growing Registered Investment Advisory firms, with 12 offices nationwide and more than $14 billion (AUM/AUA as of 3/31/2025), today announced it has entered a strategic alliance with Pillar Wealth Management Inc., a Walnut Creek, California-based wealth management firm with over $200 million in assets under management. This marks TMG’s fourth acquisition in the San Francisco Bay Area and reflects the firm’s contiThe Mather Group (TMG) Celebrates Fifth Consecutive Year on Barron's Top 100 RIA Firms
CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG) has been ranked #38 on Barron’s 2024 list of Top 100 RIA Firms, up from #47 in 2023. With a nationwide presence and over $14 billion in AUM, The Mather Group (TMG) simplifies complex financial planning through an all-inclusive approach to investment, tax, and estate management. “We're honored to be recognized by Barron’s for the fifth year in a row. This honor reflects our dedication to always putting our
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Frequently Asked Questions Regarding The Mather Group
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TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMGs 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 investmen... Read More
