ria
Valley Financial Group
AMBLER, PA
CRD: 312254
In network coverage since August 14, 2026 · 5 stories
$287MRegulatory AUMSEC Form ADV · Oct 10
6EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 16 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Kevin McGarry
Aug 14 · to Hightower Advisors
Deal recordFull tracker →
Network coverage
The Wrap
Independent broker-dealers lose three teams in one day
Commonwealth lost two teams to Cetera and Hightower added a $275 million team from Valley, all on Aug. 17