Allworth Financial Acquires George McKelvey Company
October 4, 2024
Allworth Financial has acquired New Jersey-based George McKelvey Company, expanding Allworth’s East Coast footprint and bringing the Manasquan firm's nine advisors and eight support staff into Allworth’s platform. The acquisition adds over $1.1 billion in managed assets to Allworth’s business and increases its nationwide offices to 43; financial terms were not disclosed.
- Buyers
- Allworth Financial
- Targets
- George McKelvey Company
- Sellers
- Robert McKelvey, Robert A. Giunco, Jr., Richard Looney
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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