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Saturday, October 3, 2026The Morning Brief →Sign in
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Valley Financial Group

AMBLER, PA
CRD: 312254
In PWD coverage since August 14, 2026 · 4 stories
$287MRegulatory AUMSEC Form ADV · Sep 26
6EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 16 – Sep 26
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 →
Aug 13, 26Deal closedHightower Signature Wealth · Hightower · $275 — coverage
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
Moves · Aug 17UBS pulls three Morgan Stanley teams in one week
Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
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