Wealth Manager
    SEC Registered
    Manages Private Funds

    Great Valley Advisor Group, LLC

    Registered investment advisor · Wilmington, Delaware · CRD #123913

    Assets Under Management
    $10.6B
    Client Accounts
    37,014
    Employees
    325
    CRD Number
    123913
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Great Valley Advisor Group, LLC

    Great Valley Advisor Group (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA) based in Berwyn, Pennsylvania. Founded in 2014, with some sources noting its roots back to 1982, GVA specializes in providing tailored support for independent financial advisors and advisory firms. The firm focuses on enhancing client relationships and operational efficiency through a combination of industry expertise and advanced technology. GVA partners with independent financial advisors

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Great Valley Advisor Group, LLC

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    Frequently Asked Questions

    What is Great Valley Advisor Group, LLC's AUM?

    Great Valley Advisor Group, LLC reports approximately $10.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Great Valley Advisor Group, LLC headquartered?

    Great Valley Advisor Group, LLC is headquartered in Wilmington, Delaware.

    What is Great Valley Advisor Group, LLC's CRD number?

    Great Valley Advisor Group, LLC's CRD number is 123913. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Great Valley Advisor Group, LLC manage?

    Great Valley Advisor Group, LLC manages approximately 37,014 client accounts according to its latest SEC filing.

    Is Great Valley Advisor Group, LLC SEC registered?

    Yes, Great Valley Advisor Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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