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Valley Financial Group
AMBLER, PA
CRD: 312254
In PWD coverage since August 14, 2026 · 4 stories
$287MRegulatory AUMSEC Form ADV · Aug 15
6EmployeesForm ADV
1Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Kevin McGarry
Aug 16 · team liftout
Kevin McGarry
Aug 16 · team liftout
Arrivals
None tracked.
Departures
Kevin McGarry
Aug 16 · to Hightower Advisors (Hightower Signature Wealth)
Kevin McGarry
Aug 14 · to Hightower Advisors
Deal recordFull tracker →
PWD 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