After growing his firm, Great Valley Advisor Group in Berwyn, to 190 advisors across 25 states in 12 years, James Spinelli is looking toward further expansion, writes Steve Garmhausen for Barron’s.
He has already secured capital from LPL Financial to help him achieve that goal.
Spinelli grew up near the location where his firm is now headquartered. After earning a bachelor’s degree in management information systems, he started in the technology sector as a freelance developer before joining Comcast in a finance and technology role.
In 2014, he took a leap of faith by entering the RIA landscape and founding GVA with Ryan Todd.
The firm operates as a stand-alone RIA and has expanded rapidly, both organically and through acquisitions. With funding from LPL Financial, which acquired a 20 percent stake in the firm, Spinelli plans on continuing this growth trajectory.
“We’re probably looking at about three to five acquisitions in 2026,” he said. “That could be another RIA or it could be a personal book, and figuring out a way to work that into our ecosystem, maybe with one of our existing advisors.”
Read more about the Great Valley Advisor Group and James Spinelli’s plans for the future in Barron’s.
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