Bluerock Wealth Management LLC
Fee-Only, Fiduciary, Independent Wealth Management Firm
10 employees · est. 2019 · Alpharetta, United States
The Mather Group, LLC
We find cost-effective investment strategies, and you pay for our professional advice—no commissions or hidden fees.
180 employees · est. 2011 · Chicago, United States
The Mather Group, LLC is the older company (2019 vs 2011); The Mather Group, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Bluerock Wealth Management LLC | The Mather Group, LLC |
|---|---|---|
| Founded | ||
| Founded | 2019 | 2011 older |
| Headquarters | ||
| Headquarters | Alpharetta, United States | Chicago, United States |
| Employees | ||
| Employees | 10 | 180 larger |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Private Equity |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Planning, Tax Consulting, Investment Planning, Independent Firm, Fiduciary, Fee-Only, SEC Registered, Thorough Analysis, Risk Tolerance, Comprehensive Approach, Investing, Financial Needs, Tax Mitigation, Full Spectrum | Investment Advisory, Financial Planning, Fiduciary Duty, Retirement Planning, Tax Planning, Estate Planning, Cost-effective Investment Strategies, Registered Investment Adviser, Comprehensive Financial Planning, Fee-only, SEC Registration, Fiduciary Responsibility, Client-centric, Independent Advisory Firm, Transparent Fees |
| Website | ||
| Website | bluerockwealth.com | themathergroup.com |
About Bluerock Wealth Management LLC
Bluerock Wealth Management LLC is an independent fiduciary fee-only firm established in 2019. Their slogan, "Fee-Only, Fiduciary, Independent Wealth Management Firm," emphasizes their commitment to transparency and client-focused financial services. As a fiduciary, they are dedicated to consistently...
About The Mather Group, LLC
The Mather Group, LLC (TMG) is a financial services startup founded in 2011 and headquartered in the United States. TMG prides itself on being one of the fastest-growing independent, fee-only registered investment advisory firms in the country, operating with a commitment to comprehensive financial...
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Funding, hiring, leadership and stack changes at Bluerock Wealth Manage... and The Mather Group, LLC — by email.
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Compiled from the BounceWatch company index. We last looked at Bluerock Wealth Management LLC on 3 Dec 2024, and The Mather Group, LLC on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
