Get to know a new kind of adviser

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 our clients’ best interests in mind.

TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). This means we have a fiduciary duty to always act in our clients’ best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.

We educate investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

“The Mather Group’s focus is exclusively on our clients and their success.”
We believe in giving back to the communities we serve.
Learn about our commitment to philanthropy

Meet your team of dedicated professionals


1978 - 2020

In a highly distinguished career, Stewart Mather founded TMG out of a passion for providing clients with a clear path to retirement and helping to ensure they have a fulfilling "second act."

In 2011, Stewart 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.

Stewart not only established a name for himself in the industry, but also received recognition for TMG as a firm. He had been named by Barron's as one of the nation's Top 100 Independent Financial Advisors in both 2018 and 2019, before TMG had grown to be recognized among Barron's 2020 list of Top 100 RIA Firms. He appeared on the Forbes 2018 Top 250 Advisor list and helped TMG earn a spot among the Financial Times Top 300 Financial Advisers list for three consecutive years (2018-2020). TMG claimed the number one spot on Financial Advisor magazine's list of Fastest-Growing RIA Firms in 2019, ranked 14th among Forbes Top 100 Wealth Managers in 2019, and was named one of 2020's Top 15 RIA Leaders by Financial Planning.

His resume told only a part of the story. As all who knew him could attest, Stewart was one of the kindest, most honorable people among the team he built, with no ego and only the enthusiasm to drive the business toward delivering the best possible experience to clients. He touched many lives with his wisdom, humility, and generosity, and he was committed to integrity and fairness.

Stewart displayed courage, humor, and determination while enduring surgeries and treatments to battle his cholangiocarcinoma, or bile duct cancer. These were the same characteristics he exhibited at TMG, which helped to build a strong leadership team who could carry on his vision for the firm and its clients.

TMG itself is part of Stewart's legacy. His passing was a loss for his family, all his former colleagues, the wealth management industry, and his loved ones and friends. We will forever be grateful for the examples he set, and we know that his spirit will live on.

At The Mather Group, we believe in giving back to the communities we serve. These are some of the non-profit organizations we support.

The Mather Group is not affiliated with any of the organizations listed below. 

The Mather Group



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