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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.
    • Media
      Explore how GVA shows up in the industry conversation, from the trade press to national media.
    • 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 21 states, 12B+ AUM.
    • Contact Us
      We are always happy to help.
    • Hero banner showing Earth from space with dark space on left and branding at top and bottom, featuring the headline: 'It's the End of the World as We Know It (and I Feel Fine)'.
      Insights
      It’s the End of the World as We Know It (and I Feel Fine)
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      Man on the phone at a trading desk with three monitor screens showing stock charts, office backdrop, and a blue banner reading 'Economic & Market Report' with logos of Great Valley Advisor Group and GVA Asset Management.
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      Trouble
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      Close-up of a person wearing glasses with blue digital data projected on the lenses, symbolizing AI-driven trading.
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      A Fractured AI Trade
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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.
    • Hero banner showing Earth from space with dark space on left and branding at top and bottom, featuring the headline: 'It's the End of the World as We Know It (and I Feel Fine)'.
      Insights
      It’s the End of the World as We Know It (and I Feel Fine)
      Read more
      Man on the phone at a trading desk with three monitor screens showing stock charts, office backdrop, and a blue banner reading 'Economic & Market Report' with logos of Great Valley Advisor Group and GVA Asset Management.
      Insights
      Trouble
      Read more
      Close-up of a person wearing glasses with blue digital data projected on the lenses, symbolizing AI-driven trading.
      Insights
      A Fractured AI Trade
      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.
    • Hero banner showing Earth from space with dark space on left and branding at top and bottom, featuring the headline: 'It's the End of the World as We Know It (and I Feel Fine)'.
      Insights
      It’s the End of the World as We Know It (and I Feel Fine)
      Read more
      Man on the phone at a trading desk with three monitor screens showing stock charts, office backdrop, and a blue banner reading 'Economic & Market Report' with logos of Great Valley Advisor Group and GVA Asset Management.
      Insights
      Trouble
      Read more
      Close-up of a person wearing glasses with blue digital data projected on the lenses, symbolizing AI-driven trading.
      Insights
      A Fractured AI Trade
      Read more
      Banner with stock market charts and a world map, featuring the headline 'The Comfort of Doing Something' and the GVA Asset Management logo.
      Insights
      The Comfort of Doing Something
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  • Insights
Connect with Our Team

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  • Company News
  • Insights
  • Videos + Podcasts
Market Insights with Eric: Episode 4, July 5th, 2023

Market Insights with Eric: Episode 4, July 5th, 2023

By Eric Parnell, CFA on July 5, 2023April 4, 2025

Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist,…
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Economic & Market Report: Implications of the Recession Outlook

Economic & Market Report: Implications of the Recession Outlook

By Eric Parnell, CFA on June 28, 2023June 30, 2023

It has arguably been the most anticipated and predicted economic recession in U.S. history.  It has many of the classic…
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Economic & Market Report: Bonds Are Back

Economic & Market Report: Bonds Are Back

By Eric Parnell, CFA on June 22, 2023June 30, 2023

Summary The bond market is regaining its footing as inflationary pressures continue to wane, with investors showing confidence in improving…
Read More

Market Insights with Eric: Episode 3, June 21, 2023

Market Insights with Eric: Episode 3, June 21, 2023

By Eric Parnell, CFA on June 21, 2023April 4, 2025

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

Economic & Market Report: Blue Skies for Now

Economic & Market Report: Blue Skies for Now

By Eric Parnell, CFA on June 15, 2023June 19, 2023

Investors are being provided with some meaningful signals for optimism as the sun brightens and the weather warms with the…
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Economic & Market Report: Hold In May and Stay To Trade

Economic & Market Report: Hold In May and Stay To Trade

By Eric Parnell, CFA on June 8, 2023June 12, 2023

“Sell in May and go away” is an age-old stock market adage.  It’s based on the principle that stocks historically…
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Market Insights with Eric: Episode 2, June ’23

Market Insights with Eric: Episode 2, June ’23

By Eric Parnell, CFA on June 7, 2023April 4, 2025

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

Economic & Market Report: Surface Pressure

Economic & Market Report: Surface Pressure

By Eric Parnell, CFA on June 1, 2023June 9, 2023

Summary The S&P 500 hit a new high for the year, but several signs of downside pressure continue to accumulate…
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Economic & Market Report: No Clear and Present Danger

Economic & Market Report: No Clear and Present Danger

By Eric Parnell, CFA on May 25, 2023June 6, 2023

Investors have no shortage of things to worry about in the current environment.  The threat of a looming economic recession,…
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Economic & Market Report: The Path of Least Resistance

Economic & Market Report: The Path of Least Resistance

By Eric Parnell, CFA on May 25, 2023June 6, 2023

As good as it gets?  The U.S. stock market has been in rally mode dating back to last October.  This…
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Market Insights with Eric: Episode 1, May ’23

Market Insights with Eric: Episode 1, May ’23

By Eric Parnell, CFA on May 24, 2023April 4, 2025

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

Economic & Market Report: When The Levee Breaks

Economic & Market Report: When The Levee Breaks

By Eric Parnell, CFA on May 15, 2023June 6, 2023

Summary If it keeps on rainin’.  It was nearly a century ago when the Great Mississippi Flood resulted in one of…
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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
    • 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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