About George Mckelvey Co., LLC
<p>In Manasquan on New Jersey’s Jersey Shore, the George McKelvey Co., LLC team now operates as Allworth Financial’s local office, bringing a long track record in wealth and retirement planning to the Monmouth County area.</p> <p>Founded in 1960, George McKelvey Co., LLC built its practice as a registered investment advisor focused on financial planning and investment management for individuals and families. In 2024, the firm was acquired by Allworth Financial and continues to work as part of that organization.</p> <p>Clients work with fiduciary financial advisors on retirement planning, portfolio management, and tax-aware investing. The firm also covers related planning needs such as tax planning, estate planning, and insurance coordination, with guidance tailored to each client’s goals and timeline.</p> <p>A key differentiator is the combination of a Manasquan-based team with decades of local continuity and the broader resources of Allworth Financial. The practice reported $1.1B in assets under management (2026).</p> <ul> <li>Financial planning and investment management</li> <li>Retirement planning for individuals and families</li> <li>Wealth management and portfolio strategy</li> <li>Tax planning and tax-efficient strategies</li> <li>Estate planning and insurance planning support</li> </ul>
Website: https://allworthfinancial.com/find-a-location/manasquan
Founded: 1960
Office Locations
- Manasquan, NJ (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.1B