The Mather Group Acquires Resource Advisory Services
June 16, 2020
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.
- Buyers
- The Mather Group
- Targets
- Resource Advisory Services
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Transaction Type
- Buyout
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