5. Company George McKelvey

5. Company George McKelvey

The George McKelvey Company, located in Manasquan, New Jersey, has been ranked No. 5 on the 2024 CNBC Financial Advisor 100 list. This marks the company's first time appearing on CNBC's FA 100 list.

Total AUM: $1B (AccuPoint Solutions)

Years in Business: 43 (AccuPoint Solutions)

Accounts Under Management: 1,606 (AccuPoint Solutions)

Previous appearances on FA 100 List: 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

by CNBC.com staff 10/2/2024, 11:55:01 AM

Investing

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