About ACG Wealth Management
ACG Wealth Management is a Financial Services company based in Midlothian (United States) founded in 1982, and was acquired by NFP in June 2023. Financial advisory services are provided by ACG Wealth Management. Its chief executive, as recorded, is J Saunders Wiggin. ACG Wealth Management offers products and services including Financial Planning, Investment Management, and Retirement Advisory. Its focus areas include Asset Management and Financial Advisors. Its legal entity is Wealthspire Advisors. Its competitors include MassMutual, Point Digital Finance and American Family Insurance; 1 of its 3 listed competitors has raised funding.
Company details
ACG Wealth Management was founded in 1982 in Midlothian, United States. Operations are centered on the financial services sector, where advisory support is extended to clients for wealth management needs. Guidance on investments, planning, and related matters is offered through established practices. The firm is led by J Saunders Wiggin in the roles of CEO and President, ensuring continuity in service delivery.
Products & Services of ACG Wealth Management
ACG Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Retirement Advisory.
Provides strategies for personal and business financial goals.
Manages client portfolios to optimize growth and risk.
Offers plans for secure retirement and pension management.
Apps and channels of ACG Wealth Management
its YouTube channel Wealthspire Advisors has 313 subscribers and 30 videos.
Videos from ACG Wealth Management
The most watched videos on ACG Wealth Management's YouTube channel, Wealthspire Advisors (313 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Investors in ACG Wealth Management
ACG Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include NFP.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Personal, property, casualty, and retirement insurance advisory services are provided. | 1998 | nfp.com | New York, United States |
Investor details for ACG Wealth Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
People of ACG Wealth Management
1 people are tracked at ACG Wealth Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
J Saunders Wiggin | CEO & President | Leadership |
Complete people profiles for ACG Wealth Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of ACG Wealth Management
2 dated milestones of ACG Wealth Management across 41 years, from founding to its latest funding, stage changes and deals.
- Founded ACG Wealth Management is founded.
- Exit Acquired by NFP.
Competitors of ACG Wealth Management
ACG Wealth Management has 3 listed competitors in our database, 1 of them funded. They include MassMutual, Point Digital Finance and American Family Insurance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. |
Detailed competitors of ACG Wealth Management
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Verified entity values are shown only after access is granted.
Web traffic of ACG Wealth Management
The website of ACG Wealth Management (acgwealthmanagement.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▲ 13.5% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as ACG 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 ACG Wealth Management
ACG Wealth Management was founded in 1982.
ACG Wealth Management is headquartered in Midlothian, United States.
J Saunders Wiggin is the CEO of ACG Wealth Management, as recorded in our data.
ACG Wealth Management was founded in 1982 in Midlothian, United States. Operations are centered on the financial services sector, where advisory support is extended to clients for wealth management needs. Guidance on investments, planning, and related matters is offered through established practices. The firm is led by J Saunders Wiggin in the roles of CEO and President, ensuring continuity in service delivery.
ACG Wealth Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
ACG Wealth Management offers Financial Planning, Investment Management, and Retirement Advisory.
ACG Wealth Management has 1 investor. Key investors include NFP.
ACG Wealth Management operates through Wealthspire Advisors.
Yes. ACG Wealth Management was acquired by NFP in June 2023.
