Affiliation Options
We offer multiple affiliation options at GVA
Find out which independent financial advisor affiliation model fits you and your clients the best from below. Every model GVA provides includes a customized transition plan and on-going compliance support.
Hybrid RIA | RIA Only | Corporate RIA
Hybrid RIA Advisors |
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) Advisors |
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 (OSJ Only) Advisors |
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.
Contact Us Today to get started!