CONFIDENCE. SUPPORT. SERVICEDiscover all the solutions
No matter how you affiliate with GVA, we have solutions that deliver support and confidence to independent financial advisors.
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.Learn More >>
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.Learn More >>
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.Learn More >>
Virtual Admin Assistance
We help you remain focused on gathering and managing assets by systemizing and streamlining your business.
CPA Strategic Alliance
Strategic alliance with a CPA provides potential benefits to an advisor looking to expand their client portfolio.
Great Valley Advisor Group and LPL do not provide tax advice or services. Please consult your tax advisor regarding your specific situation. You are under no obligation to use the services of CPA Strategic Alliance and may choose any qualified professional to provide CPA services.
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.Learn More