Great Valley Advisor Group, LLC

Updated today

Connect with this firm

Total assets under management

$9,732,148,499

Total clients

32,851

4% high-net worth

Total advisors

191

of 333 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

172

Average account size

$296,251

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consulting services

Fee options

Fixed

Fixed fees are reported by SEC but no specific flat fee amounts are disclosed in the brochure excerpt.

Percentage

$0 - $500,000: 2.50% $500,001 - $1,000,000: 2.25% $1,000,001 - $3,000,000: 2.00% $3,000,001+: Negotiable

Project-based

Hourly charges are reported by SEC but no specific hourly rates are disclosed in the brochure excerpt.

Other

Account minimum: $5,000 minimum for the Guided Wealth Portfolios (GWP) program; other programs have varying minimums not specifically detailed in this excerpt; general minimum not explicitly stated Fee-only: Annual percentage of assets under management ranging from 2.00% to 2.50% with negotiable fees above $3,000,000; fees charged quarterly in advance or arrears depending on custodian; fees apply to all assets including cash and money market balances.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Great Valley Advisor Group, LLC

1200 Pennsylvania Ave, Suite 202

Wilmington DE 19806, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 302-483-7200

Advisors at this firm

Philip R

Series 63, Series 65

Doylestown, PA

Great Valley Advisor Group, LLC

Edward Q

Series 63, Series 65

Braintree, MA

Great Valley Advisor Group, LLC

Brian S

CFP®, ChFC®, Series 63

Wilmington, DE

Great Valley Advisor Group, LLC

Philip S

Series 63, Series 65

West Chester, PA

Great Valley Advisor Group, LLC

Andrea A

CFP®, Series 63

Waukesha, WI

Great Valley Advisor Group, LLC

Kamali C

Series 63, Series 65

Long Lake, MN

Great Valley Advisor Group, LLC

Richard R

CFP®, Series 63

Braintree, MA

Great Valley Advisor Group, LLC

Michael D

Series 63, Series 65

Wilmington, DE

Great Valley Advisor Group, LLC

Steven H

Series 66

Boca Raton, FL

Great Valley Advisor Group, LLC

John J

Series 66

Brookfield, WI

Great Valley Advisor Group, LLC

Matthew F

Series 66

Wilmington, DE

Great Valley Advisor Group, LLC

Todd S

Series 63, Series 66

Boca Raton, FL

Great Valley Advisor Group, LLC

Paul T

Series 63, Series 65

Wilmington, DE

Great Valley Advisor Group, LLC

Robert S

Series 66

Wilmington, DE

Great Valley Advisor Group, LLC

Ellen W

CFP®, Series 63, Series 65

Wilmington, DE

Great Valley Advisor Group, LLC

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support