Tracked deals
18
18 tracked deals across 2020-2026.
Operating Company
Financial Services
The Mather Group
Chicago, Illinois, United States
An independent, fee-only registered investment advisory firm providing fiduciary wealth management, financial planning, investment management, tax strategy, and estate planning to individuals, families, and business owners. The firm operates a multi-office national platform and partners with other advisory firms to expand its services and reach.
- Focus Areas
- Registered Investment Adviser (RIA), Wealth Management, Financial Planning
- Website
- www.themathergroup.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Buyout
17 buyout · 1 addon
The Mather Group Acquisition Volume by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 18 tracked deals for The Mather Group.
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- Buyer
- The Mather Group
- Target
- Sebold Capital Management
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
The Mather Group, a wealth management firm serving high-net-worth individuals and families, announced a partnership in which Sebold Capital Management will integrate into The Mather Group. The acquisition is intended to deepen The Mather Group’s business-owner advisory capabilities, especially around growth, transition, and liquidity planning.
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January 11, 2026
- Buyer
- The Mather Group
- Target
- The Hogan-Knotts Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
The Mather Group, a Chicago-based fee-only registered investment advisory firm, has partnered with The Hogan-Knotts Financial Group of Red Bank, New Jersey, bringing the latter's ~$300 million AUM practice onto TMG's platform. The move expands TMG’s East Coast presence and adds planning and advisory resources as the Hogan-Knotts principals join the combined platform; financial terms were not disclosed.
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November 14, 2025
- Buyer
- The Mather Group
- Target
- Napa Wealth Management
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
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.
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- Buyer
- The Mather Group, LLC
- Target
- Independent Progressive Advisors
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
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.
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- Buyer
- The Mather Group, LLC
- Target
- Pillar Wealth Management Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
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.
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- Buyer
- The Mather Group, LLC
- Target
- Clear Perspectives Financial Planning, LLC
- Seller
- Carol Hoffman, Tim Grout
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
The Mather Group, a Chicago-based fee-only wealth management firm, has acquired Clear Perspectives Financial Planning, a Cincinnati-based registered investment adviser with approximately $360 million in AUM. The deal expands TMG’s national footprint (establishing its first brick-and-mortar office in Ohio) and brings the Clear Perspectives team into TMG while preserving client relationships and local operations.
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October 3, 2022
- Buyer
- The Mather Group, LLC
- Target
- Cedar Financial Advisors, LLC
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
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.
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August 10, 2022
- Buyer
- The Mather Group, LLC
- Target
- HC Financial Advisors Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
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.
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August 4, 2022
- Buyer
- The Mather Group, LLC (TMG)
- Target
- Semita Asset Management LLC
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
The Mather Group (TMG), a Chicago-based wealth management firm with roughly $7.5 billion AUM, has acquired Houston-based Semita Asset Management LLC, a registered investment adviser with about $71 million in AUM. Semita CEO Michael Meagher and Director of Financial Planning Justin Reede joined TMG as part of the transaction, which expands TMG's advisory capabilities and high-net-worth client coverage.
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August 2, 2022
- Buyer
- The Mather Group, LLC
- Target
- Seiffert Ltd.
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
The Mather Group (TMG), a Chicago-based wealth management firm with roughly $7.5 billion AUM, has acquired Seiffert Ltd., a Bethesda, Maryland registered investment adviser managing about $65 million in client assets. The transaction brings Seiffert's founder and key staff into TMG and provides succession planning for the founder while giving Seiffert's clients access to TMG's broader platform and services.
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- Buyer
- The Mather Group, LLC
- Target
- Multi-Fund Management Ltd.
- Seller
- David Handmaker
- Industry
- Financial Services
- Location
- Kentucky, United States
- Type
- Buyout
The Mather Group, a Chicago-based wealth management firm with roughly $8.3 billion in AUM, has acquired Multi-Fund Management Ltd., a Louisville- headquartered registered investment adviser led by David Handmaker. Handmaker joined TMG as part of the transaction; the deal expands TMG’s geographic footprint and capabilities in wealth management and client services.
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April 14, 2022
- Buyer
- The Mather Group, LLC
- Target
- Avenue Advisors, LLC
- Seller
- Jean Sinclair
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
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.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
12 tracked deals by The Mather Group.
Financial Services Buyers & Acquisitions
6 tracked deals by The Mather Group.
Acquisitions in California
5 tracked deals by The Mather Group.
Acquisitions in Texas
3 tracked deals by The Mather Group.
Acquisitions in Oregon
2 tracked deals by The Mather Group.
Acquisitions in Tennessee
2 tracked deals by The Mather Group.
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