The Mather Group, LLC, a family and employee owned wealth management firm, has acquired Allison Spielman Advisors, a state-registered investment adviser firm.
Allison Spielman Advisors has around $102 million in assets under advisement, a 4 person team and over 30 years of experience to bring to The Mather Group. The purchase creates a new footprint in Seattle, as TMG works to expand its national footprint.
“This marks the eighth acquisition for us since the beginning of 2020,” said Patrick Lawlor, president and head of mergers and acquisitions at The Mather Group. “We anticipate a few other acquisitions to take place before year-end, giving us a physical presence in a few other major markets and strengthening our stance as a national boutique.“
“By plugging into TMG’s infrastructure, our team will be able to spend more time working directly with our clients,” added Thom Allison, founder of Allison Spielman. “This partnership also solves a critical succession planning issue, so it’s a win-win for our clients and our employees.”