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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2011
- Office Locations
- 26
Office Locations
About THE Mather Group, LLC
The Mather Group (TMG) is a commission-free wealth manager focused on retirement and legacy planning. Clients get a single point of contact backed by a team covering financial planning, portfolio management, in-house tax strategy/compliance, and estate planning, with portfolios built around cash-flow needs and tax-efficient withdrawal planning. Recognized on Barron's Top 100 RIA list for five consecutive years.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL REES BRYANT
Manager
- CRD
- #2639924
- Ownership
- Less than 5%
MICHAEL DANIEL CASTLEFORTE
Manager, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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KEVIN TERRELL ALLMAN
Wealth Advisor
- CRD
- #4021616
HAITHAM EMANUEL ASHOO
Financial Advisor
- CRD
- #1741558
Showing 2 of 124 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,590,501,660 | $889,097 |
| Non-Discretionary | $855,887,212 | $823,761 |
| Total | $13,446,388,872 | $884,631 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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