Great Valley Advisor Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 51-200 Employees
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Overview
Headquarters
920 Cassatt Rd Ste 202, Berwyn, Pennsylv...Phone Number
(610) 296-7630Website
www.greatvalleyadvisors.comRevenue
$18.5 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
1
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About Great Valley Advisor Group
Great Valley Advisor Group ("GVA") is a technology-driven full-service registered investment adviser. GVA partners with select independent financial advisors by providing customized technology, investment strategies, compliance, and proprietary compensation tools to help them grow their businesses. The company's advisors have the choice and flexibility to run their businesses the way they want. GVA provides advisors with support to get started and technology to help the firm thrive.Explore more
Great Valley Advisor Group Org Chart
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Activity Insights
Great Valley Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Great Valley Advisor Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Great Valley Advisor Group.
Great Valley Advisor Group Tech Stack
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Hiring Plans
Great Valley Advisor Group has more open roles in Finance than it has had at any time in the past 12 months with an increased focus that include Wealth Management, Salesforce, Financial Planning, Financial Services, and Service Offerings.
Hiring Plans
Facilities Relocation / Expansion
Great Valley Advisor Group is planning to move offices in October 2025. The move will impact approximately 20 employees at the existing office located at 920 Cassatt Rd #202, Berwyn, PA.
Facilities Relocation/Expansion
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Mergers & Acquisitions (M&A)
Great Valley Advisor Group News & Media
Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial
PHILADELPHIA--(BUSINESS WIRE)--Great Valley Advisor Group (GVA), a technology-driven, full-service Registered Investment Advisor, is excited to celebrate a successful first year of its strategic partnership with LPL Financial, which took a minority stake in its firm in September 2022. GVA’s innovative support model for advisors has fueled consistent growth for the firm, which were key factors that led to this strategic partnership. LPL’s investment has allowed GVA to continue to invest in the tGreat Valley Advisor Group Selects Pontera to Provide Tailored Retirement Solutions to Advisors
PHILADELPHIA--(BUSINESS WIRE)--Great Valley Private Advisor Group (GVA), a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to enable advisors to manage and trade their clients’ retirement assets across all accounts, including held-away assets such as 401(k)s and 403(b)s. Advisors can affiliate with GVA by joining the RIA, utilizing its Office of Supervisory Jurisdiction (OSJ), or via a hybrid mGreat Valley Advisor Group Acquires U.S. Financial Advisors
PAOLI, Pa.--(BUSINESS WIRE)--Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”), has acquired U.S. Financial Advisors (“USFA”). The acquisition expands GVA’s presence in the Greater Boston, Massachusetts, region and adds to its overall wealth and investment management capabilities for high-net-worth (“HNW”) individuals. Based in Braintree, Mass., USFA is a full-service RIA that provides comprehensive and customized investment, insurance anGreat Valley Advisor Group Adds Bernicke Wealth Management
PAOLI, Pa.--(BUSINESS WIRE)--Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business strategy resources, has added Bernicke Wealth Management (“BWM”) to its network of advisors. BWM joined GVA via its hybrid affiliation model. Based in Altoona, Wisconsin, BWM is an independent wealth management firm that pro
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Great Valley Advisor Group ("GVA") is a technology-driven full-service registered investment adviser. GVA partners with select independent financial advisors by providing customized technology, investment strategies, compliance, and proprietary compensation tools to help them grow their businesses. The company's advisors have the choice and flexibi... Read More
