The Mather Group Partners with Napa Wealth Management

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, 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 Independent Progressive Advisors

July 10, 2025

Wealth Management

The Mather Group (TMG) announced it has entered a strategic alliance and acquisition of Independent Progressive Advisors (IPA), a Portland-based fee-only Registered Investment Advisory firm. The deal expands TMG's national RIA platform and strengthens its presence in the Pacific Northwest while bringing IPA principals and their client relationships into TMG's broader wealth-management 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.

Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors

March 31, 2022

Wealth Management

Wealth Enhancement Group has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, two Northern California RIAs led by Kelly Crane that collectively oversee more than $400 million in client assets. The firms, headquartered in St. Helena, California with additional offices in Walnut Creek and El Cerrito, will join Wealth Enhancement Group and operate as the InConcert Napa Valley Team as the deal closes on March 31.

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.