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)
Location
North Carolina, United States
Transaction Type
Buyout

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