GVA Corporate HQ

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  • RIA Only
  • Hybrid

GVA Headquarters

920 Cassatt Rd #202
Berwyn, PA 19312
Phone: (610) 296-7630

Locations:
  • Berwyn, PA
Website(s):
Total Office Members: 24
Total Advisors: 4
Description:

Founded in 2014, Great Valley Advisors (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA). We provide tailored solutions to independent advisors and advisory firms. GVA’s team of industry veterans supports independent financial advisors so that they can successfully develop long-term relationships with their clients.

Open to expansion in the following regions: Main Line, PA
Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
We Offer
  • Office Space
  • Remote Work Setup
  • Health Insurance
  • W2
  • 1099
  • In-House Portfolios
  • DIY Portfolios
  • TPMM Access
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: SalesForce
  • Financial Planning: eMoney
  • Trading Platform: Orion & Enhanced Trading
  • Performance Reporting: Orion & Clientworks
  • 401(k) Software: Pontera
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial
  • SEI Investments
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Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630