Who is Great Valley Advisor Group?

Great Valley Advisor Group (GVA) acts as an extension of your financial advisor's team, providing oversight, technology solutions, and other services. Scroll down to learn more about our partnership, and access important disclosure documentation.

Please find links to important Great Valley Advisor Group documentation. If you have any questions, or concerns, 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!