The Mather Group, LLC Acquires Glikman/Associates
October 5, 2021
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.
- Buyers
- The Mather Group, LLC
- Targets
- Glikman/Associates
- Sellers
- Karen D. Glikman, M.C. Duboscq
- Industry
- Wealth Management
- Location
- California, 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 Acquires Avenue Advisors
April 14, 2022
Financial Services
The Mather Group (TMG), a Chicago-based wealth management firm, has acquired San Diego-based registered investment adviser Avenue Advisors, LLC. Avenue Advisors' managing member Jean Sinclair joined TMG as part of the transaction; the deal helps address succession planning for the small RIA and gives its clients access to TMG's broader resources and technology.
-
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 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 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.
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.