Valley National Advisers Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 1,391
- Avg AUM / client
- $942K
- Accounts
- 4,912
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 943 | $229M | 17.5% |
| High net worth individuals | 410 | $1.1B | 81.4% |
| Pension and profit sharing plans | 10 | $4.1M | 0.31% |
| Charitable organizations | 10 | $4.7M | 0.36% |
| Corporations and other businesses | 18 | $5.8M | 0.44% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Merle Riddle | Chairman | Oct 1984 (42y) | 75% or more | |
| Matthew E Petrozelli | Chief Executive Officer And Chief Compliance Officer | Feb 2011 (15y) | Less than 5% | |
| Frank John Stettner | Registered representative | CFP | Mar 1996 (30y) | |
| Laurie Anne Siebert | Registered representative | CFP | Jun 2001 (25y) | |
| Timothy Guy Roof | Registered representative | CFP | Dec 2007 (19y) | |
| Michael William Roper | Registered representative | Sep 2011 (15y) | ||
| Joseph Francis Goldfeder | Registered representative | CFP | Oct 2012 (14y) | |
| Donna Marie Young | Registered representative | Nov 2013 (13y) | ||
| Ryan Michael Mulhearn | Registered representative | Aug 2017 (9y) | ||
| Michael E Warch | Registered representative | Jun 2018 (8y) | ||
| Ingrid Holder | Registered representative | Nov 2023 (3y) | ||
| Lilian Rosario | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗