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Friday, October 9, 2026The Morning Brief →Sign in
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The Mather Group

CHICAGO, IL
CRD: 156005
In network coverage since August 25, 2026 · 6 stories
$13.4BRegulatory AUMSEC Form ADV · Oct 3
186EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 29 – Oct 3
Deal recordFull tracker →
Oct 8, 26Deal announcedLegacy Consulting Group · $0 — coverage
Oct 8, 26Deal announcedLegacy Consulting Group · $400M — coverage
Network coverage
The Close

Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company

The firm, founded in February, says it takes ownership through capital, operating work or both, with pay tied to each firm's results.
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
M&A · Oct 9The Mather Group adds $400 million Plano advisory practice
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
RIA · Sep 23Choreo's AI bet is the Schwab pipe it will own
exit · Aug 25Vistria's Curi deal keeps employees on the cap table
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