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
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, SEC-registered registered investment adviser formed in 2011 and organized as an LLC. It serves both individual/family and institutional clients and operates as a capital allocator that hires third‑party managers. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars. The firm also operates as an insurance broker and maintains relationships with other advisers, accountants, law firms and insurance companies. Fee arrangements include asset‑based fees, hourly charges and fixed fees. Great Valley does not identify as an active ESG investor. Its public recognition includes placements on Forbes’ lists in 2023 and 2024, plus Citywire and AdvisorHub mentions 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

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 740

Active vs passive

$5.8B in ETFs

Passive

61%

$3.5B

Active

30%

$2.2B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$146M1,659,1042.53%
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Location

Primary office

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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