The Hogan-Knotts Financial Group

What The Hogan-Knotts Financial Group does

The Hogan-Knotts Financial Group, operating primarily through its branded identity The Mather Group (TMG), is a fee-only registered investment advisor (RIA) delivering full-service wealth management to high-net-worth individuals and families across 14+ U.S. office locations. The firm manages $17B+ in assets under management/administration and employs 100+ expert advisors, organized around a proprietary 'Why-Powered Wealth Management' methodology that anchors financial planning in each client's stated purpose and values before constructing investment strategy. Core services span financial planning, investment management using a commission-free index approach, tax strategy and compliance delivered through in-house CPAs, and estate planning executed via partnerships with unaffiliated licensed attorneys. The firm is structured as The Mather Group LLC, operates as a fiduciary (registered Investment Adviser rather than broker), and monetizes through transparent, recurring AUM-based fees with no commissions or hidden costs.

The go-to-market is relationship-based and high-touch: prospects can request a call, email, or meeting, and the firm uses a free investment audit as a conversion entry point to demonstrate value and surface hidden portfolio costs. Distribution leverages both physical offices and digital channels, including the Smart Money Moves webinar series, investor education content, articles and market updates, and an active presence on LinkedIn, Facebook, and Instagram, supported by a client referral program. The product surface has expanded beyond core advisory into sub-brands TMG Legacy (generational wealth transfer), TMG Wealth (core advisory), and TMG M&A (advisory services for RIA mergers and acquisitions), signaling deliberate vertical and adjacent-market extension.

The business model is a subscription-style recurring revenue engine tied to AUM, with fee transparency positioned as a key differentiator versus commission-based brokerage models. Operational scale is supported by integrated in-house tax capability and centralized investment management across 14+ locations. The firm has earned recognition on Barron's Top 100 RIA firms, Financial Advisor Top RIAs in America, Financial Planning RIA Leaders, Forbes Best-in-State Advisors, Forbes Best Companies to Work For, Chicago Business Best Places to Work, and the Inc. 5000 list of fastest-growing private companies. A notable data inconsistency exists in the source: firmographics indicate a 1971 founding year and Red Bank, NJ location, while detailed company data and first-party web content describe a 2010 founding, '15+ years in business,' and the themathergroup.com domain, suggesting The Mather Group is the substantive operating entity reflected in the richer data.

Name

The Hogan-Knotts Financial Group

Legal name

The Mather Group

Website

https://hkfg.biz

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

The Hogan-Knotts Financial Group, operating as The Mather Group (TMG), is a fee-only registered investment advisor serving high-net-worth individuals and families across 14+ U.S. locations with $17B+ AUM, delivering integrated financial planning, investment management, tax strategy, and estate planning through a purpose-driven advisory model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Tax strategy services
• Estate planning services

Headquarters

HQ city

Red Bank

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Only Wealth Management: Commission-free, fee-only index approach where the firm acts as a fiduciary registered Investment Adviser. Revenue is generated through transparent fees based on assets under management. No commissions or hidden costs.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

The Hogan-Knotts Financial Group is a fee-only registered investment advisor (RIA) providing full-service wealth management to high-net-worth individuals and families. Its offering integrates financial planning, investment management, tax strategy and compliance, and estate planning under a single advisor relationship. The firm operates on a transparent, commission-free, fiduciary basis using a "Why-Powered Wealth Management" methodology that grounds financial strategy in each client's purpose and values.

Differentiator

Problem solved

Functional benefit

Brands

• TMG Legacy: Generational wealth management services focusing on legacy planning and wealth transfer across generations.
• TMG Wealth
• TMG M&A

Products and services

• Financial Planning Customized retirement planning strategies designed to address financial blind spots and help clients achieve their unique financial goals with confidence. Targeted at high-net-worth individuals and families.
• Investment Management Expertly designed portfolios tailored to meet clients' cash flow needs, featuring annual reviews and tax-efficient withdrawal strategies. Built on a fee-only index investment approach.
• Tax Strategy and Compliance Proactive, personalized tax solutions delivered through in-house CPAs and tax professionals, including detailed planning and preparation to minimize liabilities and maximize performance.
• Estate Planning Comprehensive estate plans that protect and extend clients' legacy across generations by minimizing probate expenses and estate taxes. Delivered in partnership with unaffiliated licensed estate planning attorneys.
• Legacy Generational Wealth Management (TMG Legacy) Generational wealth management services focused on legacy planning and wealth transfer across generations, for families seeking multi-generational financial stewardship.
• M&A Advisory for RIAs (TMG M&A) M&A advisory services specifically for registered investment advisors (RIAs), supporting RIA firms through mergers, acquisitions, and succession transactions.
• Free Investment Audit A complimentary audit that identifies gaps in a prospect's current investment strategy and uncovers hidden fees, used as an entry point to demonstrate value versus incumbent providers.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Unaffiliated Licensed Estate Planning Services and AttorneyscoreImplementation/ SI/ Consulting PartnerTMG partners with unaffiliated licensed estate planning services and attorneys to provide estate planning services. TMG does not have practicing estate planning attorneys or provide legal advice directly; these services are delivered through partnered licensed professionals.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Moneta Group: Fee-only RIA providing comprehensive wealth management, tax, and estate planning to HNW families across multiple U.S. locations. Comparable size, structure, and integrated service offering to TMG.
• Mercer Advisors: National RIA specializing in holistic wealth management for HNW households, with integrated tax and estate services. Comparable scale and similar acquisition-driven growth strategy make it a direct peer.
• Halbert Hargrove: Fee-only, fiduciary wealth management firm serving HNW individuals and families with integrated financial planning, tax, and estate services. Comparable size and service model to TMG.
• Fisher Investments: Large fee-based investment advisor primarily serving HNW individuals and families with discretionary portfolio management. While more investment-focused than TMG, it competes for the same HNW segment with a similar AUM scale.
• Edelman Financial Engines: Large fee-only RIA offering financial planning and investment management to a broad HNW and mass-affluent base. Combines advisor-led service with technology-enabled delivery, similar to TMG's hybrid approach.
• Mariner Wealth Advisors: National fee-based RIA offering comprehensive wealth management including tax, estate, and investment services to HNW families. Operates multiple U.S. offices with a relationship-driven model closely aligned to TMG.
• Creative Planning: Large fee-only RIA serving HNW clients with integrated financial planning, investment management, and tax services. Operates with a national footprint and similar full-service value proposition, making it a direct comparable to TMG.

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management to a broad audience including HNW households. Represents an emerging tech-enabled competitor with overlap in TMG's segment but differentiated delivery model.

Broad incumbents

• Goldman Sachs Personal Financial Management: Wealth advisory arm of Goldman Sachs providing comprehensive planning, investment, and tax services to HNW households. Operates as part of a much larger financial services platform, serving as a broad incumbent peer.
• Charles Schwab Wealth Advisory: Schwab's fee-based wealth advisory service leverages the firm's massive custodial infrastructure to offer financial planning and investment management. A broad incumbent peer competing on price and scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/TMGTheMatherGroup
• LinkedInlinkedin.com/company/the-hogan-knotts-financial-group

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Hogan-Knotts Financial Group