CHICAGO–(BUSINESS WIRE)–May 17, 2022–
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 03/31/22), has been ranked #13 among Top 50 Wealth Managers by Asset Growth according to the RIA channel.
“It’s wonderful to see the hard work of our team reflected in our growth,” said Chris Behrens, CEO of TMG. “Given the dynamic nature of our industry and the investments required to utilize state-of-the-art technology and provide a high level of service, growth is essential. This is what fuels our ability to make continuous improvements that can add value to our customers.
Rankings were based on asset growth on an absolute basis from March 31, 2021 through March 31, 2022. Only active Registered Investment Advisers (RIA) firms with no SEC-registered regulatory, criminal, or administrative violations as of March 31, 2022 , were eligible. The inclusion criteria also required companies to provide wealth management services as a primary business.
TMG’s recent announcement of its partnership with The Vistria Group also reflects the company’s commitment to continued growth. The strategic investment provided by this transaction supports TMG’s objectives to improve its service offering, expand its geographic presence and enrich the customer experience.
The firm offers a full range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated inventory management, risk assessment and estate planning advice. Investment recommendations are not related to commissions. Clients pay the firm’s experienced advisors on a fee-only basis, usually as a percentage of assets under management. This approach aligns the interests of the company and the client.
Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, the Nashville area, the San Francisco Bay Area, the Seattle area, Spring TX and the Washington, DC area, TMG is a fee-based fiduciary that primarily serves high-value individual clients. TMG professionals aim to make life easier for customers by offering a full range 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-paying surveys. Each organization sets its own criteria for inclusion. The information is accurate as of the date of this press release, and no obligation or intention to make any updates or corrections exists. Visit the TMG website for more information on its awards and recognition.
Show source version on businesswire.com:https://www.businesswire.com/news/home/20220517005271/en/
Kate Demet |[email protected]
KEYWORD: UNITED STATES NORTH AMERICA ILLINOIS
INDUSTRY KEYWORD: CONSULTANCY PROFESSIONAL SERVICES FINANCE
SOURCE: The Mather Group, LLC
Copyright BusinessWire 2022.
PUBLISHED: 05/17/2022 09:30/DISC: 05/17/2022 09:32