Affiliation Options

We offer multiple models to affiliate with GVA

GVA does more than just offer transition and compliance support. Our continued success is based on our advisors, and helping them progress. Every partner should offer transition and compliance support, but at GVA, that’s only the beginning. It’s what GVA offers after the transition that truly gives the advisor the “value-add” they need to thrive as a private practice.

Hybrid RIA | RIA Only | Corporate RIA

Hybrid RIA (Over $50M in Advisory Assets)

RIA: Great Valley Advisor Group Broker/Dealer: LPL Financial
CCO: Great Valley Advisor Group OSJ: Great Valley Advisor Group

Great Valley Advisor Group is built on a state of the art Hybrid RIA model, allowing advisors to focus on both commission-based brokerage business and fee-based advisory business. Our focus is aimed on taking you from where you are today and seamlessly deliver you into the Private Practice space.

View our Fact Sheet

RIA Only (No FINRA Association)

RIA: Great Valley Advisor Group Broker/Dealer: N/A
CCO: Great Valley Advisor Group OSJ: N/A

Affiliate directly with GVA’s RIA, and let us handle all of your compliance needs.

View our Fact Sheet

Corporate RIA (Under $50M in Advisory Assets)

RIA: LPL Financial Broker/Dealer: LPL Financial
CCO: LPL Financial OSJ: Great Valley Advisor Group

Let GVA handle all your compliance and risk management needs when joining LPL Financial’s RIA. This way you can continue to leverage the network of GVA advisors, and enjoy a more customized solution, while being part of LPL Financial.

Our Partnerships
LPL Financial

Contact Us Today to get started!