The Mather Group Acquires Barnett Financial

The Mather Group Acquires PartnersInWealth

September 15, 2020

Financial Services

The Mather Group, a family- and employee-owned wealth management firm headquartered in Chicago, has acquired Houston-based fiduciary-only firm PartnersInWealth, which manages approximately $350 million in AUM. The deal strengthens TMG's presence in the Houston market and increases its overall AUM while providing PartnersInWealth's founder and team access to TMG's technology platform and boutique culture.

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.

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 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 Partners With The Hogan-Knotts Financial Group

January 11, 2026

Wealth Management

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.

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.