Great Valley Advisors Group

EST. AUM
$10,599,707,027

CONTACTS
1

CLIENT ACCOUNTS
37,014

Firm Details

Metro area Philadelphia
CRD Number 123913
Website greatvalleyadvisors.com
Client types

Overview

Great Valley Advisor Group (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA) that specializes in supporting independent financial advisors. Established to provide tailored solutions to advisors and advisory firms, GVA offers a range of services including asset management, compliance support, and consulting services. Their approach is built around leveraging state-of-the-art technology and a deep understanding of financial market trends to enhance the efficiency and effectiveness of financial advisors they partner with. GVA is committed to a partnership model that allows advisors to maintain independence while benefiting from GVA's robust support system, which includes everything from market insights and operational support to compliance and risk management services. This partnership enables advisors to focus more on their clients' needs and less on the administrative aspects of asset management. The group also places a strong emphasis on community involvement and professional development, providing continuous learning opportunities and support for advisors at various stages of their careers. Their commitment to service and community is reflected in their active involvement in charitable activities and their support for local initiatives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Great Valley Advisors Group

Platform Details

Investment Preferences

Alternative Activity

Address

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