A complete list of active advisors currently associated with Great Valley Advisor Group, LLC
Warmer can help you find a great advisor at Great Valley Advisor Group, LLC or one who fits your needs even better.
Great Valley Advisor Group is an SEC‑registered, multi‑team investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts and other entities. The firm supports a large advisor network (roughly 190 advisors) and offers discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting across wrap and non‑wrap programs. GVA emphasizes individualized portfolio construction and ongoing oversight, using a mix of in‑house strategies and third‑party managers or sponsored platforms (including programs offered through LPL, Fidelity, Schwab, and SEI). The firm conducts initial and at least annual due diligence on third‑party advisers, provides model and fund‑based allocations as well as algorithmic/digital options (e.g., Guided Wealth Portfolios), and implements rebalancing and monitoring to align portfolios with client objectives. Distinctive features disclosed in the brochure include an independent contractor affiliation with Heike Law Offices, LLC to arrange legal services (estate documents, trusts, etc.), and that many GVA advisers are licensed insurance agents who spend an estimated 25–50% of their time selling insurance products—both arrangements are identified as potential conflicts and disclosed to clients. The brochure also notes a minority investment by LPL Capital Partners and an ongoing custody/clearing relationship with LPL, plus use of platforms such as Pontera and SEI, which the firm cites as operational and referral relationships clients should consider.
To learn more about the advisors currently working at Great Valley Advisor Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Great Valley Advisor Group, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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