Acquisition Opportunity Resource Advisory Services was acquired by The Mather Group in June 2020 for 116 million and now operates under TMG. Sales teams should target The Mather Group as the primary decision-maker for any ongoing advisory services needs, integrations, or consolidation opportunities across their nationwide offices.

AUM Expansion Prior to acquisition, Resource Advisory Services managed approximately 116 million in AUM. Consider cross-sell or upsell opportunities related to investment management, fiduciary services, and holistic wealth planning to existing TMG clients or prospects within TMG’s broader platform.

Technology Stack Resource Advisory Services uses WordPress, jQuery, PHP, and SEO tools like Yoast, along with fonts and carousel plugins. Leverage these tech footprints when discussing future digital experiences, client portals, or website/SEO enhancements for TMG’s client-facing platforms.

Regional Footprint Based in Knoxville with national reach through The Mather Group, there is potential for geographic expansion opportunities, partnerships, or service-model pilots in the Southeast region facilitated by TMG’s offices and leadership.

Fiduciary Focus As a fiduciary-only firm previously, Resource Advisory Services emphasizes client-first advisory commitments. Position related fiduciary-compliance services, governance offerings, and transparent fee structures as differentiators to prospective clients within TMG’s network.