A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailyYou’re reading this editionWealth Advisor Daily
Secondaries Daily
The Daily Read on the Secondary Market
Saturday, October 3, 2026The Morning Brief →Sign in
ria

Valley Financial Group

AMBLER, PA
CRD: 312254
In PWD coverage since August 14, 2026 · 4 stories
$287MRegulatory AUMSEC Form ADV · Sep 26
6EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 16 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Kevin McGarry
Aug 14 · to Hightower Advisors
Deal recordFull tracker →
Aug 13, 26Deal closedHightower Signature Wealth · Hightower · $275 — coverage
PWD coverage
the_wrap

Independent broker-dealers lose three teams in one day

Commonwealth lost two teams to Cetera and Hightower added a $275 million team from Valley, all on Aug. 17
Moves · Aug 17UBS pulls three Morgan Stanley teams in one week
Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Secondaries Daily, in your inbox every weekday. Free.