About Us

Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms. Period.

Our Firm

Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms.

Our open architecture design and the strength of our network give us access to competitive pricing, resources, and talent only found through partnership.

Built on almost a decade of advisor relationships, GVA strives to provide a comprehensive suite of services ranging from Asset Management and Compliance to M&A consulting.

Our Commitment

We are committed to acting ethically, transparently, and in our advisors and the clients they serve best interest. Our core values center on providing our advisors multiple opportunities to best serve their clients and operate as a fiduciary.

We want to know what we do and why we do it – At GVA, clients come first. Our strong network of advisors put their client’s financial interests above their own.

Our Technology Partnerships

GVAs available technology provides our independent advisors with the best available back office and client-facing technology solutions that help them expand their practices and better serve their clients.

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Our Strategic Alliances

LPL Financial

As the nation’s largest independent broker-dealer*, LPL Financial is focused on providing the independent advisors of The Financial Services Network with services, tools, resources and training to help them manage the complexities of running their own practices. In turn, our advisors are able to focus on the needs and goals of their clients rather than logistics.

LPL Financial’s open product architecture and innovative fee-based programs, coupled with industry-leading research, provides our advisors with the tools and flexibility they need to develop investment programs best suited for their clients.

To learn more about what LPL Financial has to offer independent financial advisors, please visit lplfinancial.lpl.com.

*As reported in Financial Planning magazine, June 1996-2016, based on total revenues.

Fidelity Institutional

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.

Under the umbrella of Fidelity Institutional are several distinct business units with $2.6 trillion in assets under administration (AUA).

For more information about Fidelity Institutional, please visit www.fidelity.com.

Schwab Advisor Services

With over 25 years of experience providing custodial services and industry expertise, Schwab Advisor Services understands what it takes to help independent advisors succeed. Working with Schwab Advisor Services makes it easy for financial advisors to focus on what’s important: offering great client service, running their businesses as efficiently as possible and achieving growth.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.

For more information about Charles Schwab Advisor Services, please visit advisorservices.schwab.com.


SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.