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 formed in 2011 that serves both individual and institutional clients. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management for individuals, small businesses, and institutional entities. Its advisory menu includes selection of other advisers and educational workshops; it also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm has attracted industry recognition in recent years, appearing on Forbes’ lists of top RIAs in 2023 and 2024 and being named one of 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 7CHERYL DEROSA
Chief Compliance OfficerCRD 4656084
JOSHUA DECKER
President and CEOCRD 4189147
STEVEN HOFFMAN
Chief Investment OfficerCRD 4052018
Contacts
3 of 180Ruth 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 713Active 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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