George McKelvey Company, based in Manasquan, New Jersey, is ranked No. 5 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1B (AccuPoint Solutions)
Years in Business:Â 43 (AccuPoint Solutions)
Accounts Under Management: 1,606 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 0
Principals:
Robert McKelvey, Managing Partner
Robert Giunco, Jr., Managing Partner
Richard Looney Managing Partner
Contact:
2410 NJ-34, Manasquan, NJ 08736
(732) 449-5323
