About ACG Wealth
ACG Wealth is a Financial Services company based in Atlanta (United States) founded in 2002 by Jeffrey T Shaver and Joseph P Young, and was acquired by Mercer Advisors in November 2021. It operates as a wealth management services are provided by ACG Wealth in Atlanta. ACG Wealth offers products and services including Financial Planning, Investment Management, Tax Planning, and Estate Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is Mercer Global Advisors Inc. Its competitors include Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
ACG Wealth was founded in 2002 by Jeffrey T. Shaver and Joseph P. Young in Atlanta, United States. The firm operates within the wealth management sector, focusing on financial advisory and investment services for individual and institutional clients. Operations are centered in Atlanta, with services extending across the United States to support asset management and planning needs.
- Headquarters Atlanta, United States
- Founders Jeffrey T Shaver, Joseph P Young
- Stage Acquired
- SectorsFinancial Services
- Website acgwealth.com
- Social LinkedIn X Facebook Instagram
- Acquired by Mercer Advisors (Nov 2021)
- Legal Name Mercer Global Advisors Inc.
- Investors
- Acquired byMercer Advisors
(Nov 2021)
Products & Services of ACG Wealth
ACG Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Designs and executes personalized financial strategies for clients
Manages tailored institutional-grade investment portfolios
Provides preparation and strategic tax planning services
Offers solutions for estate and insurance needs
Investors in ACG Wealth
ACG Wealth has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and advisory services are provided for investment industries. | 1985 | merceradvisors.com | Denver, United States |
Investor details for ACG Wealth
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People of ACG Wealth
2 people are tracked at ACG Wealth (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jeffrey T Shaver | Founder | Leadership |
Joseph P Young | Co-Founder | Leadership |
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Timeline of ACG Wealth
2 dated milestones of ACG Wealth across 19 years, from founding to its latest funding, stage changes and deals.
- Founded ACG Wealth is founded.
- Exit Acquired by Mercer Advisors.
Competitors of ACG Wealth
ACG Wealth has 10 listed competitors in our database, 5 of them funded. They include Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| bostonprivate.com | 1986 | Boston, United States | – | – | Wealth management services are offered by Boston Private. | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of ACG Wealth
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Top companies in Asset Management
10 companies that operate in the same segment as ACG Wealth (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Acg Wealth
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Frequently Asked Questions about ACG Wealth
ACG Wealth was founded in 2002.
ACG Wealth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
ACG Wealth was founded in 2002 by Jeffrey T. Shaver and Joseph P. Young in Atlanta, United States. The firm operates within the wealth management sector, focusing on financial advisory and investment services for individual and institutional clients. Operations are centered in Atlanta, with services extending across the United States to support asset management and planning needs.
ACG Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
ACG Wealth offers Financial Planning, Investment Management, Tax Planning, and Estate Planning.
ACG Wealth has 1 investor. Key investors include Mercer Advisors.
ACG Wealth operates through Mercer Global Advisors Inc..
Yes. ACG Wealth was acquired by Mercer Advisors in November 2021.