CONFIDENCE. SUPPORT. SERVICEDiscover all the solutions
GVA offers

No matter how you affiliate with GVA, we have solutions that deliver support and confidence to independent financial advisors.

Compliance Support

With over a combined 50 years of independent and wirehouse experience, GVA has an extensive background in the regulatory space. Led by Chief Compliance Officer Lawrence Clay, and his team of registered staff, GVA has built a sustainable model that our advisors leverage for all their compliance needs.

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Investment Strategies

Great Valley Advisor Group’s (GVA) in house money management program, Valor Asset Management of GVA, is powered by the resources of LPL Financial and Morningstar. Through this relationship, GVA’s advisors have the ability to offer their clients objective financial guidance and investment recommendations based on sound research.

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Transition Assistance

Making the transition to a new broker/dealer and registered investment advisor (RIA) is a decision that requires time and effort. You deserve to transfer your book of business with the least amount of disruption to clients. That’s why we a team dedicated to making sure you experience a smooth transition.

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Need a
Marketing Plan?

Snap Creative Marketing Services is a full-service agency that supports GVA and our advisors with everything from marketing strategy and brand development to logo design, direct mail campaigns, website development, customized collateral materials and much more.

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Take your practice to the next level