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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 17, 2025 and April 7, 2026, reported AUM increased 14.8%, from $11.7B to $13.4B.
Across 5 reported observations, AUM increased 56.7% between December 7, 2022 and April 7, 2026, from $8.6B to $13.4B.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 97 advisory representatives and 4,774 clients, or 49.2 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 26 reported office locations and 15 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
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The full THE Mather Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 125 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
SMA allocation detail is available
THE Mather Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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THE Mather Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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