Southlake, TX Office
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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
2535 East Southlake Blvd. #100
Southlake TX 76092
Advisors at this office
4
Advisors at this office
Marcus M
CFP®, Series 63, Series 65
Southlake, TX
Great Valley Advisor Group, LLC
Marcus Moore is a CFP® professional with 39 years of experience in the financial industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at firms including Good Life Advisors, LLC, LPL Financial, UBS Financial Services, and Merrill. Outside of his advisory role, he has been involved with Level Four Insurance Services, LLC, serving as a non-variable insurance agent. 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 a combination of in-house strategies and third-party managers.
Brian T
Series 63, Series 66
Southlake, TX
Great Valley Advisor Group, LLC
Brian Tillotson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and over 24 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of his advisory roles, Tillotson is the owner of Virtus Tax Strategies, LLC, a tax preparation and accounting business. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing a combination of proprietary strategies and third-party platforms to tailor portfolios to client objectives.
Charles E
Series 63
Southlake, TX
Great Valley Advisor Group, LLC
Charles Elhoff Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 52 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of advisory roles, he is a licensed life and health insurance agent and serves as a FINRA arbitrator. Great Valley Advisor Group is an SEC-registered multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios to client objectives.
Karen S
Series 66
Southlake, TX
Great Valley Advisor Group, LLC
Karen Spence is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. She holds the Series 66 designation and has previous experience with Good Life Advisors, LLC, Level Four Advisory Services, LPL Financial, and VSR Financial Services, Inc. Outside of her advisory role, she has a small business entity, Team Spence, Inc., used for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.
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