Great Valley Advisor Group, LLC

RIASEC Registered

Total AUM

$10.6B

Discretionary

$8.4B

79% of AUM

Avg account

$286K

Accounts

37,014

Employees

325

Advisory reps

209

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 registered with the SEC in 2011. The firm serves a mix of individual, family and institutional clients and offers financial planning and portfolio management for individuals, small businesses and institutions. Its adviser activities also include selecting third‑party managers and running educational seminars, and it operates an insurance brokerage alongside advisory services. Fee arrangements are flexible and include asset‑based fees, hourly charges and fixed fees. Great Valley identifies as a capital allocator and does not present itself as an active ESG investor. The firm appears structured to serve both retail and higher‑net‑worth segments while partnering with external managers when appropriate. That combination of in‑house portfolio management, manager selection and insurance capabilities suggests they position as a comprehensive adviser for wealth accumulation and retirement/income planning.