Great Valley Advisor Group

Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

920 Cassatt Rd Ste 202, Berwyn, Pennsylv...

Phone Number

(610) 296-7630

Revenue

$18.5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
1
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1
3
2

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's Social MediaPopular SearchesGREAT VALLEY ADVISOR GROUP IncGreat Valley Advisor Group1200 Pennsylvania Advisors LLCGreat Valley Investment Group LLCGreat Valley Services IncSIC Code 62,628NAICS Code 52,523Show more

Great Valley Advisor Group Org Chart

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Chief Compliance Officer

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Chief Growth Officer

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Director, Ria Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Great Valley Advisor Grou...

$18.5M
51-200
Private
-
1986
Cd
Cheryl deRosaChief Compliance Officer
$103M
51-200
Private
<$5M
1992
$77.3M
201-500
Private
$125.3M
1996
PS
Paul SaganeyCEO & Founder
$36.1M
51-200
Private
-
1909
SL
Susan LatailleDirector, Finance
$24.5M
51-200
Private
-
2004
JH
Joshua HarperChief Compliance Officer
$18.6M
51-200
Private
-
1990
Michael Smithson, Senior Vice President at Cowan Financial Group
Michael SmithsonSenior Vice President
$6.3M
51-200
Private
-
2009
WB
William BevillVice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Great Valley Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

A closer look at the technologies used by Great Valley Advisor Group

Most Recent Scoops

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
Award
Award
Open Position
Mergers & Acquisitions (M&A)
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Top Finance Companies

Frequently Asked Questions Regarding Great Valley Advisor Group

What is Great Valley Advisor Group's official website?
Great Valley Advisor Group's official website is www.greatvalleyadvisors.com
What is Great Valley Advisor Group's Revenue?
Great Valley Advisor Group's revenue is $18.5 Million
What is Great Valley Advisor Group's SIC code?
Great Valley Advisor Group's SIC: 62,628
What is Great Valley Advisor Group's NAICS code?
Great Valley Advisor Group's NAICS: 52,523
How many employees does Great Valley Advisor Group have?
Great Valley Advisor Group has 51-200 employees
What industry does Great Valley Advisor Group belong to?
Great Valley Advisor Group is in the industry of: Finance, Securities Trading
What is Great Valley Advisor Group competition?
Great Valley Advisor Group top competitors include: VantagePointe Financial Group, Integrated Financial Group, Integrated Financial Partners, Cowan Financial Group
What companies has Great Valley Advisor Group acquired?
Great Valley Advisor Group has acquired the companies: US Financial Advisors, Valor Asset Management
What technology does Great Valley Advisor Group use?
Some of the popular technologies that Great Valley Advisor Group uses are: goo.gl, DocuSign, WordPress.org, PHP
How do I contact Great Valley Advisor Group?
Great Valley Advisor Group contact info: Phone number: (610) 296-7630 Website: www.greatvalleyadvisors.com
What does Great Valley Advisor Group do?

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... lity to run their businesses the way they want. GVA provides advisors with support to get started and technology to help the firm thrive.Read More

What are Great Valley Advisor Group social media links?
Great Valley Advisor Group Linkedin page Great Valley Advisor Group Twitter page Great Valley Advisor Group Facebook page
Is Great Valley Advisor Group a public company?
Great Valley Advisor Group is private company therefore does not currently have an official ticker symbol
See more information about Great Valley Advisor Group

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