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
186

Firm details

Headquarters
Wilmington, Delaware
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 operating since 2011. The firm serves both individual/family clients and institutional accounts and functions as a capital allocator — deploying client capital to third‑party managers as well as managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and client education through seminars and workshops. The firm also operates as an insurance broker and charges clients via a mix of percentage‑of‑AUM fees, hourly billing, and fixed fees. Great Valley does not list active ESG investing as part of its stated approach. The firm has received recognition from Forbes (named among America’s Top RIA Firms in 2023 and 2024) and appeared on AdvisorHub’s 50 RIA Firms to Watch in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 29%, Other 5%, Investment Grade Corp Bonds 4%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%, Cash & Cash Equivalents 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds29%
  • Other5%
  • Investment Grade Corp Bonds4%
  • US Government Bonds1%

Owners & executives

3 of 7
  • Cheryl Derosa

    Cheryl Derosa

    Chief Compliance OfficerCRD 4656084

  • Joshua Decker

    Joshua Decker

    CEO & PresidentCRD 4189147

  • Steven Hoffman

    Steven Hoffman

    Chief Investment OfficerCRD 4052018

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Contacts

3 of 179
  • Ruth Stene

    Ruth Stene

    FounderCRD 6994634

  • Jeffrey Judge

    Jeffrey Judge

    Managing PartnerCRD 5903701

  • Sean Buchanan

    Sean Buchanan

    Financial AdvisorCRD 4356705

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 713

Active vs passive

$5.1B in ETFs

Passive

62%

$3.1B

Active

30%

$1.9B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$129M1,682,4692.54%
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Location

Primary office

Wilmington, DE

New Castle

Location

Wilmington, DE

Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
New Castle
Address
1200 Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

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