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!