ACG
- Company typePrivate
- Founded1983
- HeadquartersMidlothian, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
ACG firmographics
Firmographics- Name
- ACG
- Legal name
- ACG Advisory Services
- Website
- https://acgwealthmanagement.com
- Company type
- Private
- Founded year
- 1983
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
ACG industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where ACG is headquartered
LocationHeadquarters
- HQ city
- Midlothian
- HQ country
- United States
- HQ region
- North America
Markets served
ACG business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Pharmaceutical Packaging Products: ACG manufactures and sells pharmaceutical packaging solutions including blister packaging materials and desiccant-based laminates for moisture-sensitive products.
Go-to-market motion2 records
ACG product offering
Product offeringCore offering
ACG (Actuarial Consulting Group / ACG Advisory Services) is a Richmond, Virginia-based wealth management and actuarial consulting firm offering investment advisory, retirement plan consulting, tax strategies, and financial planning services to individuals, families, and plan sponsors. Following acquisition by NFP, the wealth management practice has been integrated into Wealthspire Advisors and the retirement/plan sponsor practice into NFP's retirement advisory capabilities.
Product overview
ACG is a pharmaceutical packaging company offering specialized packaging solutions. The company launched DryPod, a desiccant-based cold-form laminate designed to protect moisture-sensitive pharmaceutical products.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Wealth and financial planning services delivered to ACG's individual and family clients, now offered under Wealthspire Advisors.
- Investment Management
- Family Office Services
- Retirement Plan Advisory
- Third-Party Administration
Companies that use ACG
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
ACG technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
ACG partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Express PharmacoreACG partnered with Express Pharma to co-organize a webinar focusing on challenges and solutions in tabletting processes under non-standard conditions. Industry experts presented case studies and practical insights from real manufacturing experiences.
Scale indicators2 records
Recent moves5 records
Expansion highlights2 records
ACG competitors and assessment
Company assessmentBroad incumbents
- Carson Group: Wealth management firm and advisor support platform providing financial planning, investment management, and retirement plan solutions — comparable full-stack advisory offering.
- Edelman Financial Engines: National RIA combining financial planning, investment management, and employer-sponsored retirement plan services; directly comparable in target market and service breadth.
- NFP: The acquirer of ACG and a large diversified insurance brokerage and advisory firm; provides retirement plan advisory, wealth management, and risk solutions — the broader home into which ACG now fits.
- Mariner Wealth Advisors: National wealth advisor offering investment management, financial planning, and retirement plan services; comparable scale and multi-service model to ACG post-NFP integration.
- Creative Planning: Large fee-only RIA offering wealth management, tax, estate, and retirement plan services to HNW clients nationwide; comparable breadth of services to ACG.
Direct peers
- CAPTRUST: Large independent RIA specializing in retirement plan consulting for plan sponsors and wealth management for participants and individuals — directly comparable to ACG's retirement/wealth split.
- Moneta Group: Independent, employee-owned RIA serving HNW families and retirement plan sponsors nationally; comparable in service mix (wealth, retirement plan advisory, financial planning) and fee-based model.
- SageView Advisory Group: Specialist retirement plan advisory firm serving plan sponsors with advisory, consulting, and investment services — overlaps closely with ACG's retirement plan sponsor practice.
- Wealthspire Advisors: The RIA platform into which ACG's wealth management business was integrated post-NFP acquisition; offers comparable investment management, financial planning, and family office services to HNW clients.
Others
- Focus Financial Partners: Partner-owned network of independent RIAs and wealth management firms; provides partnership capital and operational scale to firms like ACG and represents an alternative roll-up path for regional wealth managers.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
ACG social profiles
Digital presenceACG financial estimates
Financial estimateRevenue estimate
Valuation estimate
ACG leadership team
Management profileNumber of profiles
Profiles1 record
ACG funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ACG 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 ACG
What does ACG do?
ACG (Actuarial Consulting Group / ACG Advisory Services) is a Richmond, Virginia-based wealth management and actuarial consulting firm offering investment advisory, retirement plan consulting, tax strategies, and financial planning services to individuals, families, and plan sponsors. Following acquisition by NFP, the wealth management practice has been integrated into Wealthspire Advisors and the retirement/plan sponsor practice into NFP's retirement advisory capabilities.
When was ACG founded?
ACG was founded in 1983. It employs 11 to 50 people.
Where is ACG based?
ACG is headquartered in Midlothian, United States, in the North America region.
How does ACG make money?
One revenue line is on record: pharmaceutical Packaging Products.
Who are ACG's main competitors?
Broad incumbents on record are Carson Group, Edelman Financial Engines, NFP, Mariner Wealth Advisors and Creative Planning. Direct peers are CAPTRUST, Moneta Group, SageView Advisory Group and Wealthspire Advisors. Focus Financial Partners is listed as an others.
Does ACG have an API?
No public API is recorded for ACG.
What industry is ACG in?
ACG's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 523940 and its SIC code is 6282.