The Mather Group Acquires Eugenias Advisory Group

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.

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, LLC Acquires Glikman/Associates

October 5, 2021

Wealth Management

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.

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 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.