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The Mather Group

Chicago, IL

Website:

https://www.themathergroup.com/

156005

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Chicago, IL

Website:

https://www.themathergroup.com/

Leadership Interview

Company Details

Approximate AUM

$10,508,540,000

Fee model

Fee Only Strict

Number of employees

167

Custodians

Schwab

Fidelity

Vanguard

Description

In 2011, Stewart Mather left Morgan Stanley with $150 million in assets under advisement (AUA) to establish a fee-only fiduciary firm that would serve affluent and ultra-affluent individuals and families. At the time of Stewart's passing in 2020, TMG had grown to more than $6.8 billion in assets under advisement (AUA) and $5.6 billion in assets under management (AUM). The firm had expanded from its Chicago headquarters to include offices in and around Atlanta, Austin, Dallas, Houston, Knoxville, and Philadelphia, along with a presence in the San Francisco Bay area. The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with their clients’ best interests in mind.

Locations

8260 Greensboro Dr McLean VA 22102

7000 N Mopac Service Rd Ste 495 Austin TX 78731

7000 N Mo Pac Expy Ste 495 Austin TX 78731

5420 Lyndon B Johnson Fwy Ste 535 Dallas TX 75240

541 N Fairbanks Ct Chicago IL 60611

4400 Post Oak Pkwy Ste 2330 Houston TX 77027

4400 Post Oak Pkwy Houston TX 77027

3853 SW Hall Blvd Beaverton OR 97005

3685 Mt Diablo Blvd Ste 200 Lafayette CA 94549

353 N Clark St Ste 2775 Chicago IL 60654

2095 Lakeside Centre Way Ste 105 Knoxville TN 37922

1380 112th Ave NE Ste 306 Bellevue WA 98004

1180 Peachtree St NE Ste 2020 Atlanta GA 30309

1180 Peachtree St NE Atlanta GA 30309

105 Continental Pl Ste 110 Brentwood TN 37027

10300 Alliance Rd Ste 460 Cincinnati OH 45242

10300 Alliance Rd Ste 100 Cincinnati OH 45242

100 S 4th St Ste 550 Saint Louis MO 63102

Services Offered

Portfolio Management

Estate Planning

Financial Planning

Retirement / Income Planning

Tax Preparation

Family Office Services

Recent News

The Mather Group (TMG) Celebrates Fifth Consecutive Year on Barron's Top 100 RIA Firms

The Mather Group, LLC (TMG) has been ranked #38 on Barron’s 2024 list of Top 100 RIA Firms, up from #47 in 2023. With a nationwide presence and over $14 billion in AUM, The Mather Group (TMG) simplifies complex financial planning through an all-inclusive approach to investment, tax, and estate management.

$10.5bn Mather Group names new CEO after predecessor's short stint

The Mather Group wasted little time naming a new chief executive following the departure of Jeff Pierce earlier this month. Jennifer des Groseilliers took over the role on March 13 at the private equity-owned RIA, according to a filing with the Securities and Exchange Commission (SEC). Des Groseilliers was hired by Mather in February, as chief revenue officer, according to her LinkedIn

Where Competition Meets EQ: Jennifer des Groseilliers, Partner and Chief Experience at WestPoint Financial Group

As a former Division 1 basketball captain, Jennifer learned leadership and resilience, skills she took with her as she pursued her law degree and eventually, her career in financial planning. Starting out as an advisor to others, Jen eventually formed, ran and sold her very successful practice. She is now the Chief Experience Officer and Partner at WestPoint Financial group, one of the largest advisory firms in the midwest.

Client-centric focus powers growth and momentum at The Mather Group

Since its founding in 2011, The Mather Group (TMG) has been focused on empowering people to navigate life’s journey with confidence and peace of mind. That mission has remained steadfast for TMG, which is one of the fastest-growing, independent, fee-only registered investment advisory firms in the country today. This expansion has landed TMG on Crain’s Fast 50 list of Chicago’s fastest-growing companies for the fourth consecutive year.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Retirement / Income Planning

Tax Preparation

Family Office Services

The Mather Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

The Mather Group's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

The Mather Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

The Mather Group's Ideal Partner

Company Videos

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