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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.
    • Podcast cover for Advisor Edge: The GVA Way. Episode 26—Financial Wellness Done Right; featuring James Spinelli with portraits of two hosts on the right panel.
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 26
      Read more
      SpaceX rocket launches with a bright plume and smoky blast; blue banner reads 'Markets In Depth' with the title 'Avoiding the Fate of the Dinosaurs' across the bottom.
      Insights
      Avoiding the Fate of the Dinosaurs
      Read more
      Three people in red Angels shirts pose with a bright green furry dragon mascot at an outdoor community event in a park.
      Company News, Videos + Podcasts
      BPALL Challenger Day with Great Valley Advisor Group
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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.
    • Podcast cover for Advisor Edge: The GVA Way. Episode 26—Financial Wellness Done Right; featuring James Spinelli with portraits of two hosts on the right panel.
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 26
      Read more
      SpaceX rocket launches with a bright plume and smoky blast; blue banner reads 'Markets In Depth' with the title 'Avoiding the Fate of the Dinosaurs' across the bottom.
      Insights
      Avoiding the Fate of the Dinosaurs
      Read more
      Three people in red Angels shirts pose with a bright green furry dragon mascot at an outdoor community event in a park.
      Company News, Videos + Podcasts
      BPALL Challenger Day with Great Valley Advisor Group
      Read more
  • Solutions
      Solutions
      Everything we build is designed to help advisors grow, operate efficiently, and better serve their clients.
    • 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.
    • Podcast cover for Advisor Edge: The GVA Way. Episode 26—Financial Wellness Done Right; featuring James Spinelli with portraits of two hosts on the right panel.
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 26
      Read more
      SpaceX rocket launches with a bright plume and smoky blast; blue banner reads 'Markets In Depth' with the title 'Avoiding the Fate of the Dinosaurs' across the bottom.
      Insights
      Avoiding the Fate of the Dinosaurs
      Read more
      Three people in red Angels shirts pose with a bright green furry dragon mascot at an outdoor community event in a park.
      Company News, Videos + Podcasts
      BPALL Challenger Day with Great Valley Advisor Group
      Read more
      Circuit-board scene with glowing tower-like pins and small green plants, used as the Economic & Market Report cover for GVA Asset Management.
      Insights
      The Power
      Read more
  • Insights + Events
Connect with Our Team

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  • Company News
  • Events Calendar
  • Insights
  • Videos + Podcasts
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…
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Economic & Market Report: Inflation, The Sequel

Economic & Market Report: Inflation, The Sequel

By Eric Parnell, CFA on September 11, 2023September 11, 2023

It was a blockbuster forty years in the making.  Following its first breakout hit since the late 1970s, the burst…
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Economic & Market Report: Why Bonds? Why Now?

Economic & Market Report: Why Bonds? Why Now?

By Eric Parnell, CFA on September 4, 2023September 4, 2023

The U.S. stock market has had a banner year so far.  The S&P 500 is higher by double-digits year-to-date, and…
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Market Insights with Eric: Episode 8, August 30th, 2023

Market Insights with Eric: Episode 8, August 30th, 2023

By Eric Parnell, CFA on August 30, 2023April 4, 2025

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

Economic & Market Report: Red Alert

Economic & Market Report: Red Alert

By Eric Parnell, CFA on August 28, 2023August 28, 2023

The U.S. stock market has hit a rough patch in recent weeks. Just as notable has been the sharp rise…
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Economic & Market Report: The Dog Days of Summer

Economic & Market Report: The Dog Days of Summer

By Eric Parnell, CFA on August 21, 2023August 21, 2023

The dog days of summer have descended on capital markets in recent weeks. Following a blistering rally that began with…
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Market Insights with Eric: Episode 7, August 16th, 2023

Market Insights with Eric: Episode 7, August 16th, 2023

By Eric Parnell, CFA on August 15, 2023April 4, 2025

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

Economic & Market Report: Cool Inflation Summer

Economic & Market Report: Cool Inflation Summer

By Eric Parnell, CFA on August 14, 2023August 14, 2023

The primary risk for financial markets in the second half of the year in this Chief Market Strategist’s view is…
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Economic & Market Report: Strange Market Bedfellows Worth Monitoring

Economic & Market Report: Strange Market Bedfellows Worth Monitoring

By Eric Parnell, CFA on August 7, 2023August 10, 2023

When monitoring capital markets, strange and unexpected relationships can exist between two market segments. Correlation without causation? Perhaps, but these…
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Market Insights with Eric: Episode 6, August 3rd, 2023

Market Insights with Eric: Episode 6, August 3rd, 2023

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

Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist,…
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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  • 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.