ria

The Mather Group

CHICAGO, IL

CRD: 156005

In network coverage since August 25, 2026 · 7 stories

$13.4BRegulatory AUMSEC Form ADV · Oct 17

186EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 29 – Oct 17

Deal recordFull tracker →

Oct 8, 26Deal announcedLegacy Consulting Group · $0 — coverage

Oct 8, 26Deal announcedLegacy Consulting Group · $400M — coverage

Network coverage

Deals & PE

Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

The oversubscribed syndicated loan, Mercer's first, includes a $340 million revolving credit facility and a projected $35 million to $40 million in interest savings next year.

The Close · Oct 9Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company

Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

M&A · Oct 9The Mather Group adds $400 million Plano advisory practice

M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock

RIA · Sep 23Choreo's AI bet is the Schwab pipe it will own

exit · Aug 25Vistria's Curi deal keeps employees on the cap table