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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