CHICAGO–(BUSINESS THREAD)–The Mather Group, LLC (TMG), a wealth management firm with 12 offices nationwide and more than $7.5 billion in assets under management (AUM, as of 06/30/22), announced that it has has been named to Financial Advisor (FA) Magazine’s 2022 List of the 50 Fastest Growing Companies.
FA ranked registered investment advisory (RIA) firms based on their percentage growth in assets from 2020 to 2021, a metric that ranked TMG at No. 22. TMG’s AUM grew more than ‘by 58% during that time, and its workforce grew by 66% to help maintain and improve the high level of service that TMG aims to provide through its national boutique model. As mentioned in FA article that accompanied the ranking, RIAs have been under increasing pressure to provide holistic financial advice to clients, a trend driven in part by the pandemic.
“We understand that clients expect their financial advisor to not only provide trusted guidance, but also to simplify their lives and help them sleep at night,” said Chris Behrens, CEO of TMG. “Our service model is designed to meet and ideally exceed these expectations. Our growth is a testament to our team’s work ethic and the value we provide to our customers.”
The firm offers a wide range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment and wealth planning guidance. Investment recommendations are not tied to commissions. Clients pay for the firm’s experienced advice with just a fee, usually as a percentage of assets under management. This approach helps align the interests of the company with the customer.
Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Morristown (NJ), Nashville Area, San Francisco Bay Area, Seattle Area, Spring (TX) and Washington, DC Area, TMG is a commission-only fiduciary . company that primarily serves high net worth individuals. TMG professionals aim to simplify clients’ lives by offering a complete suite of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Visit us at www.themothergroup.com.
Rankings are based on voluntary, unpaid surveys. Each organization establishes its own inclusion criteria. The information is accurate as of the date of this press release and there is no obligation or intention to make updates or corrections. Visit the TMG website to learn more about their awards and recognition.
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