Great Valley Advisor Group, LLC
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
FINTRXOverview
Great Valley Advisor Group, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across client types, offers selection of third‑party advisers, and runs educational seminars and workshops. It also conducts insurance brokerage activities and charges clients via a percentage of AUM, hourly fees, and fixed fees. Great Valley has been SEC‑registered since 2011 and has been recognized in industry rankings, including Forbes’ Top RIA Firms lists for 2023 and 2024 and 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
Cheryl Derosa
Chief Compliance OfficerCRD 4656084
Joshua Decker
CEO & PresidentCRD 4189147
Steven Hoffman
Chief Investment OfficerCRD 4052018
Contacts
3 of 179
Ruth Stene
FounderCRD 6994634
Jeffrey Judge
Managing PartnerCRD 5903701
Sean Buchanan
Financial AdvisorCRD 4356705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 714Active vs passive
$5.1B in ETFs
62%
$3.1B
30%
$1.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $129M | 1,682,469 | 2.54% |
Location
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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