Who We Are

Our company’s roots began on Wall Street in 1917, when George McKelvey, Jr. (1897-1976) entered the investment business. Mr. McKelvey worked on Wall Street for more than five decades as a partner and the head of the tax-exempt bond departments of several New York Stock Exchange firms. He was the author of numerous articles on tax exempt financing, particularly related to toll roads, and served as a financial advisor for the New Jersey Turnpike, the Garden State Parkway, the Atlantic City Expressway, and the New Jersey Highway
Authority.

In 1960, Mr. McKelvey and Elizabeth McKelvey (1906-1999), his wife and partner whom he had met on Wall Street, founded George McKelvey Company. Meanwhile, their son, Bob McKelvey, worked at an investment firm in New York City before purchasing the family business in 1976, after his father passed away. He brought on Bob Giunco, Sr., who had also inherited his own family’s business, a small market nearby. Giunco, Sr. turned the market over to his brother to join McKelvey, and went on to spend nearly 23 years as a partner and principal with George McKelvey Co. before retiring.

During this time, George McKelvey Co. has grown from managing less than $5 million in assets to managing assets approaching $1 billion, with its primary source of new business being client referrals. Our steady and significant rise in assets under management (AUM) is a testament to our personalized service, the value we deliver and the trust we build with our clients.

Today, George McKelvey Co. continues to be led by Bob McKelvey. When Bob Giunco, Sr. retired in 2002, Bob Giunco, Jr. and Richard Looney, who had been with the firm since 1990 and 1987, respectively, stepped into managing partner roles alongside McKelvey. The McKelvey, Giunco and Looney families share generational ties that have carried the George McKelvey Co. legacy and helped the firm grow. Recently, George McKelvey Co. announced their partnership with Allworth Financial, which will open up exciting possibilities for their team and clients.

In 2024, George McKelvey Co. was recognized as the 5th ranked CNBC FA 100 top-rated financial advisory firms in the country¹. This recognition reflects the firm’s commitment to providing clients with the highest level of service, personalized advice, and strategies to help them achieve their financial goals.

¹2024 CNBC FA 100: CNBC’s ranking of Registered Investment Advisors is based on regulatory/compliance record, number of years in the business, number of Certified Financial Planners®, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to employees, total assets under management, percentage of discretionary assets under management and total accounts under management. Firms who meet CNBC’s proprietary criteria fill out a comprehensive survey about their practice. George McKelvey & Co. did not pay a fee to be considered for the ranking. George McKelvey & Co has received the ranking in 2024. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Allworth is engaged, or continues to be engaged, to provide investment advisory services. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation or experience. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Therefore, those who did not submit an application for consideration were excluded and may be equally qualified.