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

192

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 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.