Great Valley Advisor Group Acquires U.S. Financial Advisors By Stef Dolan on May 17, 2021 Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources PAOLI, Pa. — May 11,… Read More
GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event By James J. Spinelli, ChFC®, AIF® on September 2, 2020 GVA believes in giving back to our local community and supporting those in need. The charities we have chosen to… Read More
Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub By James J. Spinelli, ChFC®, AIF® on August 20, 2020 GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients… Read More
Great Valley Advisor Group Adds Bernicke Wealth Management By James J. Spinelli, ChFC®, AIF® on June 29, 2020 The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great… Read More
GVA Welcomes Millstone Wealth Management By James J. Spinelli, ChFC®, AIF® on March 31, 2020 Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth… Read More
GVA enables Financial Plan Billing through AdvisorBOB! By Colton Pence on December 13, 2018 In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within… Read More
LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement By James J. Spinelli, ChFC®, AIF® on October 24, 2018 Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL,… Read More
GVA Launches a Proprietary Salesforce Risk Questionnaire By James J. Spinelli, ChFC®, AIF® on September 19, 2018 GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows… Read More
GVA Partners with Cipperman Compliance Services By James J. Spinelli, ChFC®, AIF® on June 13, 2018 Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud… Read More
AdvisorBOB© is live! By Colton Pence on February 26, 2018 AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution… Read More
RIAFees.com is now live! By James J. Spinelli, ChFC®, AIF® on November 23, 2016 At GVA, we strive to provide the most up-to-date technology to our advisors. We introduced GVA’s Online Portal earlier this… Read More
Great Valley Advisor Group hires New Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 23, 2016 We are pleased to announce that Lawrence Clay has joined Great Valley Advisor Group (“GVA”) as our new chief compliance… Read More