How a Leap of Faith Led to a $10B Wealth Management Firm

James Spinelli Barron's Q&A

What happens when you combine entrepreneurial vision, advisor-first infrastructure, and a willingness to invest ahead of growth? Barron’s Advisor recently sat down with GVA Co-Founder & CEO James Spinelli to discuss how Great Valley Advisor Group grew from an idea into a $10B+ wealth management firm supporting advisors across the country.

In the interview, James shares:

  • Why GVA was built as a platform for advisor-entrepreneurs
  • How technology and centralized support drive scalable growth
  • Why long-term vision matters more than short-term comfort
  • What’s next as GVA continues expanding in 2026 and beyond

We’re proud of the journey and even more excited about what’s ahead for the advisors who choose to grow with us. Read the full Barron’s interview here.

James Spinelli Barron's Q&A

author avatar
Stef Dolan Director, Marketing
Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.