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

Great Valley Advisor Group, Inc. currently services over $10 billion in brokerage and advisory assets as of February 5, 2026.

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Mike Burke Manager, Advisor Websites & Marketing
After graduating from Penn State University with a B.A. in English, Mike began his career in B2B technology sales, learning how to close deals and, most importantly, developing thick skin. He then took on an operations and management role at a marketing firm, where he recognized a gap in the company’s capabilities and taught himself to design, code, and build websites while handling the day-to-day company operations and managing client relationships. Discovering his passion for design and technology and building up a web design and UX work portfolio, Mike spent the next six years at Comcast, fulfilling various roles on the digital and e-commerce teams. After transitioning into management consulting and rounding out his broader business skills, he now manages GVA's marketing strategy and advisor websites.