Great Valley Advisor Group, LLC

RIASEC RegisteredEst. 2011

Total AUM

$10.6B

Discretionary

$8.4B

79% of AUM

Avg account

$286K

Accounts

37,014

Employees

325

Advisory reps

189

Firm details

Headquarters: Berwyn, Pennsylvania
CRD number: 123913
Registered since: April 8, 2011
Website: www.greatvalleyadvisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.96%
HNWI36.38%
Pension & Profit Sharing Plans12.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Great Valley Advisor Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, combining fee-based advisory services with insurance brokerage. Its advisory activities include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, manager selection, and investor education through seminars and workshops. Fee structures reported include percentage-of-AUM, hourly charges, and fixed fees. The firm is not identified as an active ESG investor. The firm has received external recognition, including placements on Forbes’ lists of America’s Top RIA Firms (2023 and 2024) and other industry mentions such as Citywire’s 50 Growers Across America (2026) and AdvisorHub’s 50 RIA Firms to Watch (2026).