CRD: 110788
Valley National Advisers INC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-1985
- Office Locations
- 3
Office Locations
About Valley National Advisers INC
Valley National Advisers Inc (VNFA) is a privately owned, independent RIA (since 1985) providing integrated investment management and planning, including tax, retirement, estate, and insurance planning, supported by local advisors and accountants. The firm serves retail and institutional clients and runs ETF-heavy managed accounts (per public data), with relationships at Schwab and Fidelity. Reported 99.8% five-year client retention (Schwab benchmarking).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS MERLE RIDDLE
Advisor, Chairman
- CRD
- #1335487
- Ownership
- 75% or more
MATTHEW E PETROZELLI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4720275
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSEPH FRANCIS GOLDFEDER
Vice President
- CRD
- #5204219
Ingrid Holder
Assistant Vice President
- CRD
- #4696813
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,304,862,800 | $265,756 |
| Non-Discretionary | $5,687,410 | $2,843,705 |
| Total | $1,310,550,210 | $266,806 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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