V
$226.0M Total AUM
$211.6M Disc. AUM
-- 3Y CAGR
4 Employees
200 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2010
- Office Locations
- 1
Office Locations
100 North Main Street Suite 500 Concord NH
About Valpey Financial Services LLC
Valpey Financial Services LLC is a Concord, NH-based advisory firm serving retail investors, including entrepreneurs, with financial planning and portfolio management alongside insurance and legacy/estate, tax, and charitable planning. Portfolios emphasize active allocation using ETFs and mutual funds, with custody through Charles Schwab. Owner-led by Ronald Louis Valpey (CCO/managing member).
Team overview
52 AVG AGE
$226.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
RONALD LOUIS VALPEY
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3220507
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
D
Daniel Blandini
--
- CRD
- #8250871
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,634,164 | $433,677 |
| Non-Discretionary | $14,375,047 | $112,305 |
| Total | $226,009,211 | $366,898 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | 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 |
Continue browsing