Accredited Wealth Management
Accredited Wealth Management LLC was a Louisville-based fee-only Registered Investment Advisor providing personalized wealth management, financial planning, and investment advisory services to individual investors and households, operating on a fiduciary model until its December 2025 acquisition by MCF Advisors.
- Company typePrivate
- Founded2014
- HeadquartersLouisville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Accredited Wealth Management does
Accredited Wealth Management LLC was a Louisville, Kentucky-based fee-only Registered Investment Advisor (RIA) founded in 2014, providing personalized wealth management, investment advisory, financial planning, debt planning, and risk management services to individual investors and households. The firm operated on a fiduciary, fee-only compensation model, structuring revenue around advisory fees on client assets rather than commissions, and delivering services through direct advisor-client relationships via scheduled consultations and ongoing advisory meetings rather than self-service platforms. Its core offering centered on comprehensive financial planning and investment management tailored to client needs, supported by third-party technology integrations including Schwab Alliance for client portal access and RightCapital for financial planning tools; the firm developed no proprietary technology of its own.
At the time of its December 2025 acquisition by MCF Advisors LLC, Accredited Wealth Management managed $178 million in assets under management with a team of fewer than 10 employees based at a single Louisville office (4938 Brownsboro Rd., Ste 201). The acquisition was supported by equity investments from WPCG and HGGC — MCF's first transaction backed by these partners — and brought MCF's total AUM to $3.9 billion. The Accredited Wealth Management team, including Senior Financial Advisor and Partner Shawn Clark (MBA), Financial Advisor Steve Giacobbe (CFA, CFP), Senior Financial Planner Brad Fisher (CFP), and Senior Client Associate Monica Williams, was integrated into MCF Advisors, with legacy clients transitioned to MCF-branded communications and continued access to existing Schwab Alliance and RightCapital portals.
Accredited Wealth Management firmographics
Firmographics- Name
- Accredited Wealth Management
- Legal name
- Accredited Wealth Management LLC
- Website
- https://accreditedwm.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Accredited Wealth Management LLC was a Louisville-based fee-only Registered Investment Advisor providing personalized wealth management, financial planning, and investment advisory services to individual investors and households, operating on a fiduciary model until its December 2025 acquisition by MCF Advisors.
- Ownership category
- akta.pro rank
Accredited Wealth Management industry classification
Industry- 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
- Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Accredited Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Accredited Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Distribution channels1 record
Accredited Wealth Management product offering
Product offeringCore offering
Accredited Wealth Management is a fee-only Registered Investment Advisor (RIA) that delivers personalized wealth management and financial advisory services to individual investors and families. Core services include wealth planning, investment management, financial analysis, debt planning, and risk management, delivered through direct advisor-client relationships. The firm operates under a fiduciary, fee-only model that aligns compensation with client interests.
Product overview
Accredited Wealth Management was a single-service fee-only RIA (Registered Investment Advisor) that provided personalized wealth management and financial advisory services. Following its acquisition by MCF Advisors in December 2025, the firm's operations and team have been integrated into MCF Advisors' platform. The core offering centered on comprehensive financial planning and investment management tailored to client needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management and Financial Advisory
Companies that use Accredited Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
Accredited Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Accredited Wealth Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights1 record
Accredited Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: One of the largest independent fee-only RIAs in the U.S., offering holistic financial planning, investment management, and tax services. Directly comparable business model to AWM, but at significantly greater scale and with a national footprint.
- Mercer Advisors: National fee-only RIA consolidator offering wealth management, estate planning, and tax services. Comparable in service offering and PE-backed growth strategy, with an active add-on M&A program analogous to MCF's build-up of AWM.
- Cetera Financial Group: Large independent broker-dealer and RIA platform serving financial advisors across the U.S. Overlaps with AWM in target end client (mass-affluent and HNW households) and in offering advisor support, though through a hybrid rather than pure fee-only structure.
- Mariner Wealth Advisors: Large, national fee-only RIA providing comprehensive wealth planning, investment management, and tax services. Comparable to Accredited Wealth Management in service mix and fee-only model, but with substantially greater AUM and geographic reach.
- Carson Wealth: National RIA platform offering financial advisors wealth management, coaching, and back-office support. Operates a comparable advisor-centric, planning-led model, though typically through an OSJ/broker-dealer hybrid structure rather than purely fee-only.
Direct peers
- Moneta Group: St. Louis-based fee-only RIA serving individuals and families with comprehensive wealth planning and investment management. Closely comparable in service mix, target client base, and mid-size RIA positioning to Accredited Wealth Management.
- MCF Advisors: Louisville-based fee-only RIA and the direct acquirer of Accredited Wealth Management in December 2025. Operates a comparable comprehensive wealth management platform to individual and institutional clients, making it the closest same-market peer.
- Bahl & Gaynor: Cincinnati-based fee-only investment counsel firm focused on wealth management for high-net-worth individuals, families, and institutions. Comparable in fee-only model, Midwest footprint, and personalized advisory approach.
- AlphaCore Wealth Advisory: Mid-size independent fee-only RIA providing comprehensive financial planning and investment management to individuals and families. Similar in service offering, target client profile, and reliance on a small senior-advisor team.
Emerging players
- Signature Wealth Partners: Independent wealth management firm offering financial planning and investment advisory services. Comparable in targeting HNW households with personalized advice, though smaller in scale and more recently formed.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Accredited Wealth Management social profiles
Digital presenceAccredited Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Accredited Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
Accredited Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Accredited Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Accredited Wealth Management
What does Accredited Wealth Management do?
Accredited Wealth Management is a fee-only Registered Investment Advisor (RIA) that delivers personalized wealth management and financial advisory services to individual investors and families. Core services include wealth planning, investment management, financial analysis, debt planning, and risk management, delivered through direct advisor-client relationships. The firm operates under a fiduciary, fee-only model that aligns compensation with client interests.
Is Accredited Wealth Management a public or private company?
Accredited Wealth Management is a private company. It is classified as corporate owned and is currently acquired.
When was Accredited Wealth Management founded?
Accredited Wealth Management was founded in 2014. It employs 1 to 10 people.
Where is Accredited Wealth Management based?
Accredited Wealth Management is headquartered in Louisville, United States, in the North America region.
Who are Accredited Wealth Management's main competitors?
Broad incumbents on record are Creative Planning, Mercer Advisors, Cetera Financial Group, Mariner Wealth Advisors and Carson Wealth. Direct peers are Moneta Group, MCF Advisors, Bahl & Gaynor and AlphaCore Wealth Advisory. Signature Wealth Partners is listed as an emerging player.
Does Accredited Wealth Management have an API?
No public API is recorded for Accredited Wealth Management.
What industry is Accredited Wealth Management in?
Accredited Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.