The Mather Group Acquires Seattle-area Firm, Allison Spielman Advisors

CHICAGO–(BUSINESS WIRE) – The Mather Group, LLC (TMG), a family and employee-owned asset management company with eight offices nationwide and over $ 8.4 billion in assets under management (AUA) 1, has completed the acquisition of Allison Spielman Advisors Announced (ASA), a federally registered investment advisory firm (RIA) based in the Seattle area.

Founded in 1997, ASA has approximately $ 102 million in AUA2 and a team of four including owner and founder Thom Allison, CFP®, who brings more than 30 years of experience to TMG. “By connecting to TMG’s infrastructure, our team will have more time to work directly with our customers,” said Allison. “This partnership also solves a critical problem in succession planning and is therefore a win-win situation for our customers and our employees.”

“Our integration strategy focuses on maintaining continuity for the customers of the companies we have acquired,” said TMG CEO Chris Behrens. “The relationships clients have built with their advisors are sacred. Our goal is to improve the customer experience by helping to ease some of the other burdens on these consultants – through cutting-edge technology, streamlined processes and administrative support. ”

This acquisition adds a new market to TMG’s growing national presence as the ASA team will continue to operate from its Bellevue office, just outside of Seattle. “This is our eighth acquisition since early 2020,” said Patrick Lawlor, CFA, CFP®, President and Head of Mergers & Acquisitions at TMG. “We assume that a few more acquisitions will be made before the end of the year, which will give us a physical presence in some other important markets and strengthen our position as a national boutique.”

TMG has also made headlines lately thanks to its recognition by various financial and business publications. Most notably, it was ranked 56th on Barron’s list of the country’s Top 100 RIA Firms in 2021, improving more than any other company on the list year-over-year

The firm offers a full range of in-house services, including financial planning, tax advice and preparation, portfolio management, focused portfolio management, risk assessment and advice on estate planning. Investment recommendations are not tied to commissions. Customers only pay for the company’s experienced advice on a fee basis, usually as a percentage of the assets under management. This approach helps align the interests of the company and the customer.

ABOUT TMG

Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia Area, and San Francisco Bay Area, TMG is a paid company serving primarily high net worth individuals. TMG’s professionals make life easier for customers by offering a full range of services under one roof. TMG is a government registered investment advisor under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to its clients. Visit us at www.themathergroup.com.

1 Assets under Advisory (AUA) consists of discretionary, non-discretionary and other assets that we advise but do not manage directly as of 09/30/21.

2 From October 15, 21.

3 rankings are based on voluntary, non-fee-based surveys. Each organization defines its own admission criteria. The information is correct as of the date of this press release and there is no obligation or intention to update or correct it.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. The CFA designation is a globally recognized university-level investment certification awarded by the CFA Institute, the largest association of investment professionals. To receive the CFA charter, candidates must have a bachelor’s degree from an accredited university; pass three six-hour course exams, each of which requires 250 study hours; have four years of professional experience in a role in investment decision making; and adhere to the CFA Institute’s Code of Ethics.

The Certified Financial Planner Board of Standards, Inc. (CFP Board) holds the US CFP® certification mark, the CERTIFIED FINANCIAL PLANNER ™ certification mark, and the CFP® certification mark (placard design) logo which authorizes individual use who successfully meet the initial and ongoing certification requirements of the CFP Board. No federal or state law or regulation requires financial planners to be CFP® certified; it is voluntary. To receive certification, a candidate must have a bachelor’s degree from an accredited university or other recognized designation, have three years of financial planning experience, and complete 30 hours of continuing education every two years.

https://www.businesswire.com/news/home/20211103005027/en/The-Mather-Group-Acquires-Seattle-area-Firm-Allison-Spielman-Advisors
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