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Great Valley Advisor Group

Created for Advisors, by Advisors.

  • About
      About GVA
      GVA is an SEC RIA. For RIA/Hybrid advisors, you would be an Investment Advisory Representative (IAR) of GVA.
    • Our Team
      GVA was built by advisors, for advisors.
    • Career Opportunities
      The team at GVA has been growing since 2014 and we are always looking for top talent.
    • Ways We Give
      Our commitment to service extends into our communities.
    • Network of Advisors
      Robust network of 190+ advisors, across 20 states, 10B+ AUM.
    • Contact Us
      We are always happy to help.
    • Videos + Podcasts
      Market Insights - Rate Cut
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      Company News, Events Calendar
      GVA Annual Advisor Conference – Charleston, SC
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      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 21
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  • Prospective Advisors
      Prospective Advisors
      Go independent your way – flexibility to build your own brand or join an existing firm.
    • Affiliation Options
      As a Registered Investment Advisor (RIA), GVA offers two affiliation channels for our advisors: Hybrid or RIA Only.
    • Choose Your Path
      By uncovering your needs and goals, we’ll help you find the path that best aligns with your future.
    • Succession Planning
      Our succession planning focuses on customization, continuity, and confidence.
    • Commissions & Payouts
      GVA offers unmatched advantages for independent advisors and advisory firms.
    • Videos + Podcasts
      Market Insights - Rate Cut
      Read more
      Company News, Events Calendar
      GVA Annual Advisor Conference – Charleston, SC
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 21
      Read more
  • Solutions
      Solutions
      Each department of GVA is here to support the growth of our advisors.
    • Asset Management
      Manage client assets smarter, faster, and better.
    • Technology
      Access best-in-class tools that help you work smarter, not harder.
    • Compliance
      Protect your clients and your business with GVA Compliance.
    • Insurance Brokers
      Protection from the unexpected.
    • Marketing & Branding
      The GVA Marketing team supports advisors with print and digital work.
    • Mergers & Acquisitions
      GVA partners with advisors and assists with all their M&A needs.
    • Onboarding & Transitions
      No matter how you’re looking to grow, GVA is with you every step of the way.
    • GVA Retirement Partners
      Reduce fiduciary risk, boost efficiency, and improve retirement outcomes.
    • Videos + Podcasts
      Market Insights - Rate Cut
      Read more
      Company News, Events Calendar
      GVA Annual Advisor Conference – Charleston, SC
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 21
      Read more
      Insights
      A Very Merry Melt-Up
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  • Insights + Events
Connect with Our Team

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  • Company News
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  • Insights
  • Videos + Podcasts
Economic & Market Report: Three Market Scares This Halloween

Economic & Market Report: Three Market Scares This Halloween

By Eric Parnell, CFA on November 6, 2023November 7, 2023

It’s been a haunted ride for capital markets over the last two years. And just when it looked like the…
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Market Insights with Eric: Episode 12, October 31st, 2023

Market Insights with Eric: Episode 12, October 31st, 2023

By Eric Parnell, CFA on October 31, 2023April 4, 2025

Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist,…
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Economic & Market Report: Investment Market Battle Lines

Economic & Market Report: Investment Market Battle Lines

By Eric Parnell, CFA on October 30, 2023October 30, 2023

The volatility across capital markets continues. Following a great summertime stretch, U.S. stocks have been tumbling to the downside since…
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Economic & Market Report: Forests Over Trees

Economic & Market Report: Forests Over Trees

By Eric Parnell, CFA on October 20, 2023October 26, 2023

Global financial markets are shrouded in uncertainty, and the risks to the downside remain pronounced. Stocks continue to waver amid…
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Market Insights with Eric: Episode 11, October 17th, 2023

Market Insights with Eric: Episode 11, October 17th, 2023

By Eric Parnell, CFA on October 17, 2023April 4, 2025

Great Valley Advisor Group is excited to present the latest episode of our video series featuring Chief Market Strategist, Eric…
Read More

Economic & Market Report: The Market Impact of War

Economic & Market Report: The Market Impact of War

By Eric Parnell, CFA on October 13, 2023October 26, 2023

The world was shaken this past weekend by the sudden and unexpected outbreak of war in Israel. As we continue…
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Economic & Market Report: How Low Can You Go?

Economic & Market Report: How Low Can You Go?

By Eric Parnell, CFA on October 6, 2023October 10, 2023

The period from mid-August to mid-November is a notorious time of year for capital markets. The pithy investment strategy “Sell…
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Market Insights with Eric: Episode 10, October 3rd, 2023

Market Insights with Eric: Episode 10, October 3rd, 2023

By Eric Parnell, CFA on October 3, 2023April 4, 2025

Great Valley Advisor Group is excited to present the latest episode of our video series featuring Chief Market Strategist, Eric…
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Q4 Outlook: Stocks & Bonds

Q4 Outlook: Stocks & Bonds

By Eric Parnell, CFA on October 2, 2023October 2, 2023

It has been an interesting and eventful year so far. Heading into 2023, it was widely expected that the U.S….
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Economic & Market Report: Seeing Red

Economic & Market Report: Seeing Red

By Eric Parnell, CFA on September 25, 2023September 25, 2023

It’s back. After spending much of the year watching pricing pressures abate, investor concerns are rising about a renewed rise…
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Economic & Market Report: Leaves Turning Brown

Economic & Market Report: Leaves Turning Brown

By Eric Parnell, CFA on September 18, 2023September 19, 2023

The U.S. stock market continues to hold its ground as summer gradually turns to fall across capital markets.  While the…
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Market Insights with Eric: Episode 9, September 13th, 2023

Market Insights with Eric: Episode 9, September 13th, 2023

By Eric Parnell, CFA on September 13, 2023April 4, 2025

Great Valley Advisor Group is excited to present the latest episode of our video series featuring Chief Market Strategist, Eric…
Read More

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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
Great Valley Advisor Group

Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms.

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Broker Check
  • Form ADV Part 2A
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  • About
    • Our Team
    • Network of Advisors
    • Career Opportunities
    • Ways We Give
    • Contact Us
  • Insights + Events
    • Company News
    • Insights
    • Videos + Podcasts
  • Prospective Advisors
    • Affiliation Options
    • Choose Your Path
    • Commissions & Payouts
    • Succession Planning
  • Solutions
    • Asset Management
    • Compliance
    • GVA Retirement Partners
    • Insurance Brokers
    • Marketing & Branding
    • Mergers & Acquisitions
    • Onboarding & Transitions
    • Technology
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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. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, New Mexico, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, West Virginia, Wisconsin, Wyoming. Messaging Terms & Conditions: You agree to receive SMS from Great Valley Advisor Group. Message Cadence (e.g. message frequency may vary). Message and data rates may apply. For help, reply HELP or email us at info@greatvalleyadvisors.com. You can opt out at any time by replying STOP.