The Mather Group Acquires PartnersInWealth

The Mather Group Acquires Pillar Wealth Management (Walnut Creek)

May 21, 2025

Wealth Management

The Mather Group, LLC has entered a strategic alliance and acquisition of Pillar Wealth Management Inc., a Walnut Creek, California-based wealth advisory firm with roughly $200 million AUM. The deal expands TMG’s presence in the San Francisco Bay Area and West Coast while Pillar’s co-principals will continue serving clients locally under TMG’s platform.

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 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 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.

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.