Insights

Growth and Expansion The Mather Group has demonstrated significant growth through recent strategic acquisitions, including Pillar Wealth Management and partnerships with Napawealth. This expansion signals a focus on increasing market share and client base, presenting opportunities to offer supplementary services or technology solutions that support scalable growth.

Technology Adoption With a tech stack featuring platforms like eMoney, S&P Capital IQ, and Google Tag Manager, TMG is committed to leveraging advanced financial and digital tools. There is potential to present innovative fintech solutions or data analytics services that enhance their operational efficiency and client engagement.

Compliance Focus Recent leadership changes in compliance, including new Chief Compliance Officer Stuart Evans, indicate a priority on regulatory adherence and risk management. Offering compliance technology or advisory services tailored to evolving regulations could align well with their organizational needs.

Client-Focused Model TMG’s fiduciary responsibility and transparent fee structure emphasize a client-centric approach, creating openings for value-added advisory tools, CRM integrations, or educational platforms that reinforce their commitment to transparency and fiduciary duties.

Market Positioning Operating in a competitive segment alongside firms like Brighton Jones and Cerity Partners suggests opportunities to differentiate through personalized digital solutions, enhanced client engagement platforms, or specialized financial planning tools that cater to high-net-worth individuals and institutional clients.

The Mather Group, LLC Tech Stack

The Mather Group, LLC uses 8 technology products and services including eMoney, S&P Capital IQ, Linkedin Insight Tag, and more. Explore The Mather Group, LLC's tech stack below.

  • eMoney
    Accounting
  • S&P Capital IQ
    Accounting And Finance
  • Linkedin Insight Tag
    Analytics
  • Cloudflare
    Content Management System
  • KnowBe4
    Security
  • HSTS
    Security
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management

The Mather Group, LLC's Email Address Formats

The Mather Group, LLC uses at least 1 format(s):
The Mather Group, LLC Email FormatsExamplePercentage
F.Last@themathergroup.comJ.Doe@themathergroup.com
50%
F.Last@themathergroup.comJ.Doe@themathergroup.com
50%

Frequently Asked Questions

Where is The Mather Group, LLC's headquarters located?

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The Mather Group, LLC's main headquarters is located at 353 N. Clark Street, Suite 2775 Chicago, Illinois 60654, US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is The Mather Group, LLC's phone number?

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You can contact The Mather Group, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Mather Group, LLC's official website and social media links?

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The Mather Group, LLC's official website is themathergroup.com and has social profiles on LinkedInCrunchbase.

What is The Mather Group, LLC's NAICS code?

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The Mather Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does The Mather Group, LLC have currently?

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As of October 2025, The Mather Group, LLC has approximately 193 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Compliance Officer: S. E.Chief Growth Officer: J. L. C.Chief Compliance And Risk Officer: M. K. C.. Explore The Mather Group, LLC's employee directory with LeadIQ.

What industry does The Mather Group, LLC belong to?

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The Mather Group, LLC operates in the Financial Services industry.

What technology does The Mather Group, LLC use?

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The Mather Group, LLC's tech stack includes eMoneyS&P Capital IQLinkedin Insight TagCloudflareKnowBe4HSTSreCAPTCHAGoogle Tag Manager.

What is The Mather Group, LLC's email format?

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The Mather Group, LLC's email format typically follows the pattern of F.Last@themathergroup.com. Find more The Mather Group, LLC email formats with LeadIQ.

When was The Mather Group, LLC founded?

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The Mather Group, LLC was founded in 2011.

The Mather Group, LLC

Financial ServicesUnited States51-200 Employees

You don’t get one advisor, you get The Mather Group. As your fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management, all for a transparent fee, so you can focus on what truly matters.

The Mather Group, LLC (TMG) is one of the nation's fastest-growing independent, fee-only registered investment advisory firms, dedicated to offering comprehensive financial planning with our clients’ best interests at the forefront.

Our financial professionals are not brokers; they do not earn commissions or receive compensation from selling products. This means we are truly aligned with our clients. Our fees are fully transparent and clearly disclosed in our public documents, ensuring there are no hidden costs. We take pride in educating investors on the true meaning of fiduciary responsibility, especially in today’s ever-evolving financial landscape.

The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Section iconCompany Overview

Headquarters
353 N. Clark Street, Suite 2775 Chicago, Illinois 60654, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    The Mather Group, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    The Mather Group, LLC's revenue is estimated to be in the range of $100M$250M

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