Build YOUR Business & Scale Faster with GVA No matter how you’re looking to grow, GVA is with you every step of the way. Watch Video Need Help Reaching Your Goals? We’re Here to Assist You. With operational solutions focused on acceleration – like M&A and Small Account Solutions – and support for practical day-to-day needs (transition support, succession planning, and real estate), we are ready to help you reach your goals. Transition Support Every Step of the Way With extensive experience helping financial advisors navigate change, we are confident we’ll be able to help you achieve independence. Our Onboarding team provides a personalized experience to new advisors and their staff members. We offer full repapering services for Hybrid and RIA Only advisors utilizing one of our multiple custodians. We understand the importance of moving assets, and we take this responsibility seriously. Read More As deal-making activity in the RIA space continues to reach all-time highs, GVA partners with advisors and assists with all their M&A needs by: Identifying key acquisition targets Financial modeling and forecasting Performing due diligence on legal, financial, and operational matters Short and long-term financing to meet capital needs Direct line of communication through each step of the process As experienced leaders in the RIA space, GVA can help you evaluate and close M&A deals that align with your business and your goals. Connect With Our Transitions Team Small Account Solutions That Help You Focus Find time and space for the clients that need it the most without compromise. Take advantage of our small account solutions to ensure every client receives the elevated client experience they deserve. Read More With GVA’s Small Account Solutions, you can: Easily transfer accounts Make informed decisions about your book’s future shape without the guesswork, time delays, and negotiations typically associated with a partial book sale Ensure a seamless client transition for ongoing financial advice and services Receive prompt compensation for the accounts transferred Connect With Our Small Accounts Team Accelerate Growth with M&A GVA provides assistance identifying, evaluating, and executing deals that will help your business grow both strategically and financially. With in-house compliance monitoring, a best-in-class technology stack, and asset management, GVA has a dedicated team equipped to efficiently handle the administrative, regulatory and operational tasks involved with your acquisition – pre and post-transition. Connect With Our M&A Team Find Real Estate Whether you need help locating and outfitting your next office or a consultation on a lease you had in mind, we are here to support you. Every advisor at GVA also has the opportunity to join one of our five home office locations. Contact Us About GVA’s Real Estate Assistance Protect Your Practice with Succession Planning Create a comprehensive, custom succession plan to ensure your business, and your clients, are taken care of no matter what the future holds. Whether you are ready to begin your exit or are looking for a contingency plan, GVA will work with you to transition YOUR business, YOUR way. Succession with GVA What initially attracted me to Great Valley Advisor Group is that they were able to do all the stuff that we didn't know how to do so that we could just run our business as efficiently as possible. Mike L. , GVA Advisor, St. Paul, MN GVA has grown tremendously since I joined them. But even still, they retain that culture that I can pick up the phone and call James or Ryan, at any time. It's great that they have the resources, the power, and the strength of a big OSJ RIA, but they're still one-to-one with any of the advisors. We're truly partners and a team. Ann A. , GVA Advisor, Annapolis, MD The first thing that attracted me to GVA was simply the people. From our initial meeting we had a great feeling about the people, we could tell it was people we’d want to work alongside. Additionally, we were aligned with what we wanted to accomplish, and where we want to go in the future. Joe K. , GVA Advisor, Pompano Beach, FL Questions? Let's talk! (610) 296-7630 info@greatvalleyadvisors.com Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630