The Mather Group Partners With The Hogan-Knotts Financial Group
January 11, 2026
The Mather Group, a Chicago-based fee-only registered investment advisory firm, has partnered with The Hogan-Knotts Financial Group of Red Bank, New Jersey, bringing the latter's ~$300 million AUM practice onto TMG's platform. The move expands TMG’s East Coast presence and adds planning and advisory resources as the Hogan-Knotts principals join the combined platform; financial terms were not disclosed.
- Buyers
- The Mather Group
- Targets
- The Hogan-Knotts Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
The Mather Group Acquires HC Financial Advisors, Inc.
August 10, 2022
Wealth Management
The Mather Group, LLC (TMG), a Chicago-based fee-only wealth management firm, has acquired HC Financial Advisors Inc., a Lafayette, California registered investment adviser with approximately $478 million in AUM as of July 31, 2022. The HC principals and team joined TMG, expanding TMG's Bay-area footprint and enabling enhanced services and technology for HC's high-net-worth clients.
-
The Mather Group, LLC Acquires Glikman/Associates
October 5, 2021
Wealth Management
The Mather Group, LLC (TMG), a family- and employee-owned, fee-only wealth management firm headquartered in Chicago, has acquired California-based Glikman/Associates, an RIA with $104.7 million in Assets Under Advisement. The deal expands TMG’s San Francisco Bay Area presence and marks its 10th acquisition in just over two years, bringing total AUA to more than $8.4 billion.
-
The Mather Group Partners with Napa Wealth Management
November 14, 2025
Wealth Management
The Mather Group (TMG), a Chicago-based wealth management firm, announced a partnership with Napa Wealth Management, an RIA based in Napa, California, with just under $300 million in AUM. Napa’s six-person team will join TMG to deepen the firm’s Northern California presence and expand its planning-led wealth management capabilities for high-net-worth clients.
-
The Mather Group Acquires Louisville-based Multi-Fund Management
June 2, 2022
Financial Services
The Mather Group, a Chicago-based wealth management firm with roughly $8.3 billion in AUM, has acquired Multi-Fund Management Ltd., a Louisville- headquartered registered investment adviser led by David Handmaker. Handmaker joined TMG as part of the transaction; the deal expands TMG’s geographic footprint and capabilities in wealth management and client services.
-
The Mather Group Acquires Cedar Financial Advisors
October 3, 2022
Wealth Management
The Mather Group, a Chicago-based wealth management firm with approximately $8.4 billion AUM, has acquired Cedar Financial Advisors, an RIA based in Beaverton, Oregon with about $107 million in AUM. The deal adds a Portland-area office to TMG's footprint and provides succession planning for Cedar's founders while expanding TMG's local advisor presence in the Pacific Northwest.
-
The Mather Group Acquires Barrow Asset Management
March 30, 2022
Financial Services
The Mather Group, a Chicago-based wealth management firm, has acquired Barrow Asset Management, a Tampa-based registered investment adviser led by founder Bennett Barrow. The deal expands TMG’s national footprint into Florida and brings Barrow’s approximately $28 million in AUM and client relationships onto TMG’s fee-only platform.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.