Great Valley Advisor Group

Let’s Grow Together

Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available.

Confidence. Support. Service

Discover all the solutions GVA offers

No matter how you affiliate with GVA, we have solutions that deliver support and confidence to independent financial advisors.

Compliance Support

Our fulltime registered staff delivers support & confidence to advisors.

Asset Management

In-house proprietary strategies built specifically for GVA advisors.

Technology & Operations

We have a full range of solutions designed specifically for your office.

Advisor Billing & Compensation

Multiple custodians, financial planning, flat or AUM fees, Householding, book splits… You name it, we do it with the AdvisorBOB portal.

Succession Solutions

Through this program, we have enabled our advisors to transition their business with the goal of upholding their current client relationships.

Transition Support

When joining GVA, we will be with you every step of the way throughout the transition process.

Accounting & Bookkeeping

GVA offers a full-service bookkeeping solution.

Real Estate

We can help you locate and outfit the perfect space, or simply consult with you on a lease you had in mind.

401k Consulting

We are committed to acting ethically, transparently, and in our advisors, and their clients, best interest.

A nationwide network

Combined the GVA team has more than 50 years of independent and wirehouse experience, allowing us to provide advisors an experiential advantage in regulatory and compliance services. Our sustainable, scalable platform—built by and for advisors—acts as an extension of an advisory firm. GVA’s platform is completely customizable to meet each investment advisor’s needs; additionally, our model allows for multiple affiliation options. This multi-custodial approach gives power to the advisors to choose their preferred investment company empowering them to build a client-focused business that puts you first, always.

Join our network