Mercer Advisors Acquires Kiely Wealth Advisory Group
October 1, 2024
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Kiely Wealth Advisory Group (KWAG), a North Carolina-based registered investment adviser with $523 million in assets under management and 530+ clients. The deal expands Mercer’s presence in North Carolina and gives KWAG clients access to Mercer’s broader suite of wealth, estate, tax and insurance planning services. Cambridge International Partners served as exclusive financial advisor to KWAG.
- Targets
- Kiely Wealth Advisory Group (KWAG)
- Industry
- Financial Services
- Location
- North Carolina, United States
- Transaction Type
- Buyout
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