ACG Wealth

What ACG Wealth does

ACG Wealth operates as Mercer Advisors, a national SEC-registered investment adviser headquartered in Atlanta that delivers unified, full-service wealth management to affluent U.S. households. Its platform integrates financial planning, discretionary investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services through a single in-house team of advisors, planners, investment professionals, accountants, and estate specialists. Portfolio construction is centralized through a team of 100+ investment professionals running institutional-grade, personalized mandates rather than relying on individual advisor discretion.

The firm operates a sales-led, white-glove distribution model delivered through 110+ regional offices across five U.S. regions (Northeast, Midwest, Southeast, Southwest, West) and 430+ field advisors. Minimum investable assets typically start at $500,000, with explicit tiering through $1.5M, $5M, $10M, and $25M+. Revenue is generated primarily through recurring investment management and financial planning fees billed annually on assets under management/advisement, supplemented by professional-services fees for tax preparation, insurance commissions via wholly owned subsidiary Mercer Advisors Insurance Services LLC (MAIS), and trustee coordination fees. Total client assets stand at $110B (AUM and AUA) with a stated team of 1,620 across advisors, planners, investors, accountants, and estate specialists.

The operating corporate parent is Mercer Advisors, Inc., with the advisory activity conducted through Mercer Global Advisors, Inc. Wholly owned affiliates include Mercer Advisors Private Asset Management, Inc. (discretionary private fund management), Mercer Advisors Tax Services LLC, Heim, Young and Associates, Inc./MA Brokerage Solutions (FINRA/SIPC broker-dealer), and Mercer Advisors Insurance Services LLC. Specialized segments include business owners, executives, professional athletes, physicians, tech founders and professionals, federal employees, airline pilots, divorcing individuals, generational wealth families, and women across life stages. The firm holds SEC RIA registration, FINRA/SIPC membership via its broker-dealer subsidiary, and operates under a fiduciary standard.

Name

ACG Wealth

Legal name

Mercer Global Advisors, Inc.

Website

https://acgwealth.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

ACG Wealth, operating as Mercer Advisors, is an SEC-registered investment adviser providing unified wealth management, investment management, tax, estate, and insurance services to high-net-worth U.S. households across 110+ regional offices and 430+ advisors with $110B in client assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Sustainable/ESG Equity (Active) (FSAAAIAM)

Keywords

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

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices53 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Fees for investment advisory and management services
2. Financial Planning Services: Comprehensive financial planning services
3. Tax Planning and Preparation: Tax planning and tax filing services (separate fee from investment management and planning services per footnotes)
4. Insurance Solutions: Insurance products offered through Mercer Advisors Insurance Services LLC (MAIS), a wholly owned subsidiary
5. Trustee Services: Trustee services offered through select third parties with direct client engagement

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels11 records

Core offering

ACG Wealth is an Atlanta-based wealth management firm founded in 2002 that delivers integrated financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services to high-net-worth individuals and families. Engagements are anchored in a fiduciary advisory relationship built around personalized financial plans and disciplined, planning-led investment strategies.

Product overview

Mercer Advisors (ACG Wealth) offers a unified, full-service wealth management platform that integrates financial planning, investment management, tax planning & preparation, estate planning, insurance solutions, and trustee services. The core offering is a unified team approach where planners, investors, accountants, and estate specialists work together to design and execute comprehensive financial plans. The firm provides institutional-grade portfolio management managed by a team of 100+ investment professionals, complemented by specialized services for retirement, family & health situations, women & wealth, professional niches (physicians, executives, business owners, etc.), and unique assets. All services operate under a fiduciary standard, with the firm serving clients across multiple wealth stages from accumulation to retirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Personalized, goal-based financial planning that integrates cash flow, savings, retirement, education, philanthropy, and risk considerations into a single coordinated roadmap for individuals and families.
• Investment Management Discretionary portfolio management across diversified strategies including individual stocks, bonds, ETFs, mutual funds, and alternatives, built on an open-architecture, institutional-grade platform aligned to each client's plan.
• Tax Planning & Preparation Year-round tax planning, preparation, and coordination with investment activity to reduce lifetime tax exposure across income, capital gains, retirement, and estate events.
• Estate Planning Trust and estate planning, including wills, revocable and irrevocable trusts, gifting strategies, and legacy coordination, designed to transfer wealth efficiently across generations.
• Insurance Solutions Risk management and insurance planning covering life, disability, long-term care, and personal property exposures, integrated with the client's broader wealth plan.
• Trustee Services Successor trustee and trust administration services delivered in-house by firm advisors, providing continuity and consistency between the advisor relationship and post-death or incapacity trust management.

Quantifiable outcome

• 4.9 rating based on 180 client reviews

Named customers10 records

Segments10 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Mercer Advisors Insurance Services LLC (MAIS)coreOthersWholly owned insurance agency subsidiary providing insurance solutions to clients. Part of the Mercer Advisors family of affiliated legal entities.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Brighton Jones: Independent RIA serving HNW clients with comprehensive wealth planning, investment management, and tax services. Comparable in unified team approach and HNW specialization.
• Creative Planning: One of the largest independent RIAs with a unified team of advisors, tax specialists, and estate planners serving HNW clients nationwide. Directly comparable in service breadth, fee model, and growth trajectory.
• Cerity Partners: Wealth management and investment advisory firm serving UHNW families and institutions with comprehensive planning, tax, and estate services. Comparable in HNW/UHNW focus and integrated financial planning approach.
• Hightower Advisors: National RIA platform built through advisor acquisition, providing wealth management, investment, and planning services to HNW clients. Directly comparable in partnership/acquisition-driven model and multi-office footprint.
• Savant Wealth Management: Fee-only RIA offering financial planning, investment management, and tax services to HNW individuals and families. Comparable in fiduciary model and integrated service offering.
• Edelman Financial Engines: National RIA combining traditional wealth management with financial planning and investment advisory services for HNW households. Comparable in unified planning and investment approach, with significant scale.
• Carson Group: Wealth management firm serving financial advisors and their clients through a partnership-based national platform. Comparable in RIA-centric model and focus on financial planning integration.
• Moneta Group: Independent RIA providing fee-only financial planning, investment management, and tax services to HNW families across multiple U.S. offices. Comparable in service breadth and integrated planning model.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, tax planning, estate, and investment services to HNW and UHNW clients. Highly comparable in scale, integrated service model, and acquisition-driven growth strategy.

Broad incumbents

• Goldman Sachs Personal Financial Management (now Ayco): Wealth management arm of a major global investment bank offering comprehensive planning and investment services to UHNW clients. Comparable in HNW/UHNW focus and integrated service offerings, but operates within a much larger diversified financial institution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/merceradvisors
• LinkedInlinkedin.com/company/mercer-advisors
• Instagraminstagram.com/mercer_advisors
• Xx.com/ACGWealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

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 ACG Wealth