Great Valley Advisor Group, LLC
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
FINTRXOverview
Great Valley Advisor Group, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2011. It operates as a capital allocator serving a mix of individual and family clients alongside institutional relationships. The firm offers comprehensive advisory services including financial planning, model and bespoke portfolio management for individuals, small businesses and institutions, selection of sub-advisers, and educational seminars. It also performs insurance brokerage as part of its business activities and charges clients via AUM-based fees as well as hourly and fixed-fee engagements. The firm has received industry recognition in recent years, including placements on Forbes’ lists of top RIA firms in 2023 and 2024, a Citywire mention among “50 Growers Across America” in 2026, and inclusion on AdvisorHub’s “50 RIA Firms to Watch” in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds29%
- Other5%
- Investment Grade Corp Bonds4%
- US Government Bonds1%
Owners & executives
3 of 7
Joshua Decker
CEO & PresidentCRD 4189147

James Spinelli
Co-Founder and COOCRD 6292205

Justin Larson
Chief Investment OfficerCRD 6788990
Contacts
3 of 185
Ricardo Ferreira
Founding PartnerCRD 5640271

Eric Liek
Financial PlannerCRD 5658170

Michael Laatsch
PresidentCRD 5669860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 740Active vs passive
$5.8B in ETFs
61%
$3.5B
30%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $146M | 1,659,104 | 2.53% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 920 Cassatt Rd
- Time zone
- ET (UTC-5)
- Office locations
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