← Back to searchVisit website
GREAT VALLEY ADVISOR GROUP, LLC
CRD 123913 · SEC 801-72270
1200 PENNSYLVANIA AVE, SUITE 202, WILMINGTON, DE, 19806, United States
Phone
302-483-7200
Fax
302-656-1008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.60B
Discretionary AUM
$8.42B
Team
325 total employees; 192 advisory reps; 55 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35067 | $5.40B |
| High net worth individuals | 1769 | $3.86B |
| Pension/profit sharing plans | 178 | $1.34B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
- http://www.knightwealthmanagement.com
- https://endeavrwealth.com
- http://www.omarcujar-lpl.com
- HTTPS://WWW.GVA401K.com/
- HTTP://FORMATIONFINANCIAL.NET
- HTTP://USWEALTHCLARKE.COM
- HTTP://WWW.HAASFINANCIALGROUP.COM
- HTTP://WWW.DWMWEALTH.COM
- HTTP://WWW.CSFGLLC.COM
- http://www.swanwealthmg.com
- HTTPS://WWW.FIRSTLIGHTFINANCIAL.COM
- HTTP://WWW.USWEALTHNEWHAVEN.COM/
- HTTPS://WWW.USWEALTHQUIRK.COM/
- http://www.optimalwealthservices.com
- HTTPS://WWW.GENESISWMS.COM
- HTTP://WWW.USWEALTHOMAN.COM
- HTTPS://WWW.MILLSTONEWM.COM
- HTTP://WWW.PURSUIT-WEALTH.COM
- HTTP://WWW.GRIFFITHSFINANCIAL.NET
- HTTP://WWW.ROSENAUFINANCIAL.COM
- http://www.chewfinancialgroup.com
- https://www.BayStreetWealthPartners.com
- http://www.bantzfinancialgroup.com
- https://www.hartwmgmt.com
- https://www.simplified-financial.com
- HTTPS://WWW.USWEALTHHOWE.COM/
- HTTP://WWW.CLEAR-WEALTH.COM
- HTTP://KAVEFAMILYFINANCIAL.COM
- https://www.str8forwardfinancial.com
- https://www.chesapeakfp.com
- http://www.gornitzkysagewealthmanagement.com
- http://www.peakhavenmgmt.com
- HTTP://NEXAFINANCIALGROUP.COM
- HTTPS://WWW.NORTHPOINTADVISORGROUP.COM
- HTTP://WWW.DIVERSIFIED-WEALTH-MANAGEMENT.COM
- HTTP://WWW.PRESTIGEWEALTHPARTNERS.COM
- HTTP://WWW.USWEALTHCRAWFORD.COM
- HTTP://WWW.CAPITALLEGACYPA.COM
- HTTP://WWW.GREATVALLEYADVISORS.COM
- https://www.dsb-rockisland.com
- HTTP://WWW.YOURBRIGHTERFINANCIALFUTURE.COM/
- http://www.opulencewealthmanagement.com
- HTTP://WWW.BIGHORNLLC.COM
- http://www.willowriverwealth.com
- http://www.chrissmithwealthmanagement.com
- HTTP://WWW.FITCHANDSTRONG.COM
- http://www.weddingtonadvisors.com
- http://www.innovativeplanning.com
- HTTPS://WWW.CAPPYSCPA.COM/
- HTTPS://WWW.TWORIVERSWEALTHMGMT.COM/
- HTTP://WWW.THERIDGEVIEWGROUP.COM
- https://www.americanwealthexecutives.com/
- HTTP://WWW.NLPWM.COM
- http://www.awealthmgmt.com
- https://www.thesentientgroup.com
- https://www.wealthridgeplanning.com
- https://www.trendwisewealth.com
- HTTP://SBRIDGEWEALTH.COM/
- HTTP://WWW.PETERSFINANCIALPLANNING.COM
- http://www.jupiterwealthplanning.com
- https://www.oakpointwealth.com
- https://trgwealth.com
- http://www.joeljosephsfinancialadvisor.com
- HTTP://WWW.BLOSSOMFINANCIAL.NET
- https://www.ropefinancial.com
- http://www.boyarwm.com
- HTTP://WWW.USWEALTHNEWPORT.COM/
- http://www.paragon-wealth.com
Official SEC filing: View on IAPD