Who is GVA?

Great Valley Advisor Group (GVA) acts as an extension of your financial advisor's team, providing oversight, technology solutions, and other services.

GVA works with a strong network of advisors who put their clients’ financial interests above their own. Please find important materials below that help outline who GVA is, and also copies of GVA’s Privacy Policy, Form CRS, and ADV Part 2A for you to review. If you have any questions or would like more information about GVA or our partnership, we are here to help. Please contact our Compliance department, compliance@greatvalleyadvisors.com.

GVA Privacy PolicyGVA Form CRSGVA Form ADV Part 2A

GVA Partnership Overview

The GVA Partnership

GVA is a leading technology-driven, full-service Registered Investment Advisor (RIA). We partner with select independent financial advisors to provide customized technology, investment strategies, compliance, and back-office solutions. These solutions enable our advisors to work more efficiently, stay on top of industry trends and best practices, have increased confidence in our compliance processes, and spend more time focused on you and your goals. The strength of the GVA network, and their unwavering commitment, enables them to best serve you and fulfill our fiduciary obligation.

Download our brochure to learn more!