M and A
Deals Of The Day: The Latest In Wealth Management M&A – Mather, Pillar
.jpg)
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
The Mather Group, Pillar Wealth Management
The Mather
Group, a US registered investment advisor with $14 billion in
AuM as of March 31, has entered a strategic pact with Pillar
Wealth Management.
Pillar, based in Walnut Creek, California, has more than $200 million in AuM.
The move marks TMG’s fourth acquisition in the San Francisco Bay area. The transaction expands TMG’s footprint in the region while supporting its broader strategy to grow across the West Coast and expand services to Pillar Wealth Management’s co-principals – Hutch Ashoo and Chris Snyder.
The Mather Group’s partnership with Pillar Wealth Management marks the firm’s 21st strategic alliance since 2018.