The Mather Group Acquires HC Financial Advisors, Inc.
August 10, 2022
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.
- Buyers
- The Mather Group, LLC
- Targets
- HC Financial Advisors Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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