Allworth Adds East Coast Office with $1.1B NJ Firm

Allworth Financial is adding to its East Coast presence with the acquisition of New Jersey-based wealth manager George McKelvey Company, which services over $1.1B in assets, according to an October 8 press release.

The George McKelvey team of nine advisors and eight support staff is led by managing partners Robert A. Giunco, Jr., Richard Looney, and longtime President Robert G. McKelvey. The group caters to high-net-worth clients out of its office in Manasquan, NJ.

With the acquisition, Allworth said it now operates in 43 locations nationwide accounting for approximately $22B in aggregate AUM.

View the press release here:

https://allworthpartners.com/allworth-financial-expands-east-coast-presence-partners-with-george-mckelvey-company/