The Mather Group Partners with Napa Wealth Management

November 14, 2025

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.

Buyers
The Mather Group
Targets
Napa Wealth Management
Location
California, United States
Transaction Type
Buyout

Explore More

Related articles

Build a buyer list for your deal

Find active buyers from recent acquisition patterns and move straight into outreach.

Find buyers like these →