CHICAGO–(BUSINESS WIRE)–The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, as of 06/30/22), announced that it has been named to Financial Advisor (FA) magazine’s 50 Fastest Growing Companies list in 2022.
The FA ranked Registered Investment Advisers (RIA) firms by their percentage of asset growth from 2020 to 2021, a metric that placed TMG in 22nd place. TMG’s AUM has grown by more than 58% during this period, and its workforce has grown by 66% to help maintain and improve the high level of service that TMG aims to provide through its national boutique model. As mentioned in the Article FA that accompanied the ranking, RIAs have come under increasing pressure to provide holistic financial advice to clients, a trend partly driven by the pandemic.
“We understand that clients expect their financial advisor to not only provide reliable advice, but to make their life easier and help them sleep at night,” said Chris Behrens, CEO of TMG. “Our service model is designed to meet these expectations and, ideally, exceed them. Our growth is a testament to our team’s work ethic and the value we deliver to our customers.
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 with those of the client.
Based in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Morristown (NJ), Nashville Area, San Francisco Bay Area, Seattle Area, Spring (TX), and Washington, DC Area, TMG is a fee-paying trustee. company primarily serving high net worth individuals. 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.
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