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

207

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 that positions itself as a broad-based wealth manager and capital allocator for both individual/family and institutional clients. The firm is SEC registered (2011) and offers a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — alongside insurance brokerage. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of sub‑advisers, and educational seminars. Great Valley also markets itself to both retail and institutional segments and reports active involvement in allocating to external managers. The firm has been recognized in industry lists, including placements on Forbes’ Top RIA Firms in 2023 and 2024, and more recent mentions in Citywire’s 50 Growers Across America and AdvisorHub’s 50 RIA Firms to Watch in 2026.