About GVA

Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms. Period.

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Who We Are

Founded in 2014, Great Valley Advisors (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA). GVA’s team of industry veterans supports independent financial advisors so that they can successfully develop long-term relationships with their clients.

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What We Do

GVA’s mission is to efficiently deliver tailored solutions to advisors so they can deliver an elevated experience to their clients. GVA empowers our advisors to provide unparalleled service to their clients by offering a variety of services, including compliance support, technology solutions, asset management, continuing education, access to an ever-growing array of products, and more.

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How We Do It

GVA partners with best-in-class technology solutions to support independent advisors looking to grow. Our technology offerings are second to none, providing both back-office and client-facing solutions to our advisor offices.

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Strategic Alliances
Support You

LPL Financial

As the nation’s largest independent broker-dealer*, LPL Financial is focused on providing the independent advisors of The Financial Services Network with services, tools, resources and training to help them manage the complexities of running their own practices. In turn, our advisors are able to focus on the needs and goals of their clients rather than logistics.

LPL Financial’s open product architecture and innovative fee-based programs, coupled with industry-leading research, provides our advisors with the tools and flexibility they need to develop investment programs best suited for their clients.

*As reported in Financial Planning magazine, June 1996-2016, based on total revenues.

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Fidelity

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.

Under the umbrella of Fidelity Institutional are several distinct business units with $2.6 trillion in assets under administration (AUA).

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Charles Schwab

With over 25 years of experience providing custodial services and industry expertise, Schwab Advisor Services understands what it takes to help independent advisors succeed. Working with Schwab Advisor Services makes it easy for financial advisors to focus on what’s important: offering great client service, running their businesses as efficiently as possible and achieving growth.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.

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SEI

SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.

Going beyond tightly integrated custody and technology capabilities, SEI provides a connected experience that allows advisors to do their best work. They built their offerings around these principles of independence so every RIA gets an experience that simplifies their practice, supports their needs, and elevates their client relationships.

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Our DBA Firms

In 2014, GVA started with 1 DBA firm and 4 advisors. As of 2023, our network includes 62 firms.

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Resources

Great Valley Advisor Group works with a strong network of advisors who put their clients’ financial interests above their own. Please click on the links below to find important materials for your review. If you have any questions, or would like additional information on the GVA partnership, we are here to help. Please reach out to us at compliance@greatvalleyadvisors.com.

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GVA Privacy Policy

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GVA Form CRS

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GVA Form ADV
Part 2A

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Understanding Advisor Fees

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Explore Your Future
with GVA

Interested in learning more? Find out just how easy it is to join our nationwide network of advisors.

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