By Stef Dolan on June 13, 2024June 13, 2024 Berwyn, PA – Great Valley Advisor Group was established in 2012 with a clear vision and purpose: to create a technology-driven, full-service Registered Investment Advisor (RIA) firm tailored to fiduciary advisors. As a team of like-minded professionals, we proudly prioritize our clients’ interests above our own. Technology forms the cornerstone of our company, allowing us to streamline our service offerings so advisors can concentrate on their most valuable asset – their clients. Our tech-based platform is both flexible and scalable, a key factor that has supported our growth to 170 advisors across the U.S. and over $9B AUM in just over a decade. In 2022, we re-launched the GVA Asset Management (GVAAM) team. Under the leadership of our Chief Market Strategist, Eric Parnell, CFA, the team offers independent economic and market research along with proprietary asset management models, with the purpose of enhancing the investment opportunities available to our advisors and their clients. Eric and the GVAAM Team have developed a variety of blended and ETF models managed in-house at our Berwyn, PA headquarters. These investment models range from all-stock options to fully diversified allocations. Remarkably, the advisory AUM invested with our internal Asset Management team has quadrupled in just under two years, growing from $250 million to over $1 billion (as of June 10, 2024). We identified a need to manage client asset allocation, incorporate industry-leading research, and report audited performance for our advisors. We were confident that Eric Parnell, CFA, was the ideal person for the role. Two years into the program, the results have validated our confidence. We are delighted to offer this service to our advisors and commend Eric and his team for their dedication and achievement of this milestone, – GVA COO & Founder James Spinelli, ChFC®, AIF®. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.