Braintree, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Great Valley Advisor Group, LLC
Multi-team
Firm-wide stats for Great Valley Advisor Group, LLC
About
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.
Based on Great Valley Advisor Group, LLC
Expertise
Based on Great Valley Advisor Group, LLC
Location
30 Braintree Hill Office Park, Suite 202
Braintree MA 02184
Advisors at this office
6
Advisors at this office
Edward Q
Series 63, Series 65
Braintree, MA
Great Valley Advisor Group, LLC
Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.
Richard R
CFP®, Series 63
Braintree, MA
Great Valley Advisor Group, LLC
Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.
George C
PFS™, Series 66
Braintree, MA
Great Valley Advisor Group, LLC
George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.
Thomas L
CFP®, Series 63, Series 65
Braintree, MA
Great Valley Advisor Group, LLC
Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.
George H
Series 63, Series 66
Braintree, MA
Great Valley Advisor Group, LLC
George Howe is a financial advisor at Great Valley Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Valley since 2021. Prior to that, he was with U.S. Financial Advisors, LLC for seven years and LPL Financial for 19 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.
Gary O
Series 63, Series 65
Braintree, MA
Great Valley Advisor Group, LLC
Gary Oman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Great Valley Advisor Group since 2021 and LPL Financial since 2011, and has owned his own CPA practice since 1997, providing tax preparation and accounting services alongside his advisory work. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management along with financial planning and retirement consulting services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)