The Mather Group Acquires HC Financial Advisors, Inc.

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 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, 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 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 Resource Advisory Services

June 16, 2020

Wealth Management

The Mather Group (TMG), a family- and employee-owned wealth management firm headquartered in Chicago, has acquired Knoxville-based Resource Advisory Services, a fiduciary-only RIA with $116 million in assets under management. The deal expands TMG’s footprint in the Southeast and increases its AUM, while Resource Advisory Services’ founder David Lewis joins/partners with TMG under its fiduciary, fee-only platform.

The Mather Group Acquires Barnett Financial

June 9, 2020

Financial Services

The Mather Group, a family- and employee-owned wealth management firm headquartered in Chicago, acquired Austin-based Barnett Financial, a fiduciary-only advisory firm with $193 million in AUM. The deal expands TMG's footprint into Austin (its third office in Texas) and raises the firm's AUM to over $3.9 billion.