About Pillar Wealth Management
Pillar Wealth Management is a Financial Services company based in Walnut Creek (United States) founded in 1988, and was acquired by The Mather Group in May 2025. Provider of investment management and financial advisory services. Pillar Wealth Management offers products and services including Wealth Management Services, Tax Strategies, and Estate Planning. Its focus areas include Asset Management and Diversified. Its legal entity is Pillar Wealth Management LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Pillar Wealth Management is a fee-only private wealth management firm that offers personalized investment plans and financial advisory services to high net worth individuals. With a focus on client satisfaction, PillarWM provides a range of services to help clients achieve their financial goals.
- Headquarters Walnut Creek, United States
- Stage Acquired
- SectorsFinancial Services
- Website pillarwm.com
- Acquired by The Mather Group (May 2025)
- Legal Name Pillar Wealth Management Llc
- Investors
- Acquired byThe Mather Group
(May 2025)
Products & Services of Pillar Wealth Management
Pillar Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Services, Tax Strategies, and Estate Planning.
Customized investment and portfolio management for affluent clients.
Services to reduce tax liabilities for high-net-worth individuals.
Strategies for asset distribution and legacy preservation.
Investors in Pillar Wealth Management
Pillar Wealth Management has secured backing from 1 investor. Prominent investors backing the company include The Mather Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified financial planning services are provided to clients. | 2011 | themathergroup.com | Chicago, United States |
Investor details for Pillar Wealth Management
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- Complete investor list
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Verified entity values are shown only after access is granted.
Timeline of Pillar Wealth Management
2 dated milestones of Pillar Wealth Management across 37 years, from founding to its latest funding, stage changes and deals.
- Founded Pillar Wealth Management is founded.
- Exit Acquired by The Mather Group.
Competitors of Pillar Wealth Management
Pillar Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Pillar Wealth Management
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Pillar Wealth Management
The website of Pillar Wealth Management (pillarwm.com) receives about 6.2K visits a month.
- Monthly visits6.2K
▲ 8.4% vs previous month
Websites whose visitors overlap most with Pillar Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| stockbrokers.com | 100% | #152,680 | View details | ||
goldman.com | goldman.com | 100% | #108,900 | – | |
| jpmorgan.com | 100% | 5.5M | #10,760 | View details | |
michaelryanmoney.com | michaelryanmoney.com | 92% | #3,101,885 | – | |
| wealthmanagement.com | 80% | 206.6K | #257,816 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Pillar Wealth Management
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 10 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Pillar Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Pillar Wealth Management
Pillar Wealth Management was founded in 1988.
Pillar Wealth Management is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.
Pillar Wealth Management is a fee-only private wealth management firm that offers personalized investment plans and financial advisory services to high net worth individuals. With a focus on client satisfaction, PillarWM provides a range of services to help clients achieve their financial goals.
Pillar Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Pillar Wealth Management offers Wealth Management Services, Tax Strategies, and Estate Planning.
Pillar Wealth Management has 1 investor. Key investors include The Mather Group.
Pillar Wealth Management operates through Pillar Wealth Management Llc.
Yes. Pillar Wealth Management was acquired by The Mather Group in May 2025.