ACI WEALTH ADVISORS

Overview

ACI Wealth Advisors is an independent registered investment advisor organized as a limited liability company that focuses on serving individual and family clients. The firm operates as a capital allocator and combines advisory work—financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops—with insurance brokerage and sponsorship roles tied to pooled vehicles. Investment emphasis tilts heavily toward publicly traded equities, deployed primarily through exchange-traded instruments and separately managed accounts, while also maintaining access to third-party alternative managers and traditional packaged products such as mutual funds and annuities. The firm does not position itself as an ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices