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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 210+ advisors, in 85+ offices, across 22 states, with 14B+ AUM.
    • Contact Us
      We are always happy to help.
    • Stock ticker board with the headline 'Anthropic Opens the Books' overlaid in blue text at the top right, showing company names and numbers beneath.
      Asset Management, Insights
      Anthropic Opens the Books
      Read more
      Title 'Hazy Shade of Winter' over stock market data, cash, and a magnifying glass for a financial article header.
      Asset Management, Insights
      Hazy Shade of Winter
      Read more
      GVA Asset Management reaches $2B AUM by Oct 2026; milestones include $327M (Mar 2023) and $1B (Jun 2024).
      Asset Management, Company News
      GVA Reaches $2 Billion Milestone in Its Asset Management Business
      Read more
  • 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.
    • Stock ticker board with the headline 'Anthropic Opens the Books' overlaid in blue text at the top right, showing company names and numbers beneath.
      Asset Management, Insights
      Anthropic Opens the Books
      Read more
      Title 'Hazy Shade of Winter' over stock market data, cash, and a magnifying glass for a financial article header.
      Asset Management, Insights
      Hazy Shade of Winter
      Read more
      GVA Asset Management reaches $2B AUM by Oct 2026; milestones include $327M (Mar 2023) and $1B (Jun 2024).
      Asset Management, Company News
      GVA Reaches $2 Billion Milestone in Its Asset Management Business
      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.
    • Stock ticker board with the headline 'Anthropic Opens the Books' overlaid in blue text at the top right, showing company names and numbers beneath.
      Asset Management, Insights
      Anthropic Opens the Books
      Read more
      Title 'Hazy Shade of Winter' over stock market data, cash, and a magnifying glass for a financial article header.
      Asset Management, Insights
      Hazy Shade of Winter
      Read more
      GVA Asset Management reaches $2B AUM by Oct 2026; milestones include $327M (Mar 2023) and $1B (Jun 2024).
      Asset Management, Company News
      GVA Reaches $2 Billion Milestone in Its Asset Management Business
      Read more
      Trading dashboard with multiple stock charts and price tables; S&P 500 logo in the top-right.
      Asset Management, Insights
      A Moving Target
      Read more
  • Insights
Connect with Our Team

  • All
  • Asset Management
  • Company News
  • Insights
  • Videos + Podcasts
Economic & Market Report: Falling Slowly

Economic & Market Report: Falling Slowly

By Eric Parnell, CFA on February 20, 2023

Summary The latest reading on inflation was released on Tuesday morning.  On the surface, the report for the month of…
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Economic & Market Report: Don’t Go Away

Economic & Market Report: Don’t Go Away

By Eric Parnell, CFA on February 10, 2023

Summary U.S. stock investors are at it again.  Outside of a tax loss harvesting blip at the end of last…
Read More

Economic & Market Report: Time to Study Abroad

Economic & Market Report: Time to Study Abroad

By Eric Parnell, CFA on January 31, 2023

Summary Non-U.S. stocks have been on fire as of late.  After years of chronic underperformance relative to the United States,…
Read More

Economic & Market Report: Investing’s Rich Pageant

Economic & Market Report: Investing’s Rich Pageant

By Eric Parnell, CFA on January 23, 2023

Summary Maria: “You should get out of these clothes immediately. You’ll catch your death of pneumonia, you will.”Clouseau: “Yes, I probably will….
Read More

Economic & Market Report: The Other Side Of The Mountain

Economic & Market Report: The Other Side Of The Mountain

By Eric Parnell, CFA on January 16, 2023

Summary We have begun the descent down the other side of the mountain. The long dormant inflationary pressures that erupted…
Read More

2023 Outlook: The Tempest

2023 Outlook: The Tempest

By Eric Parnell, CFA on January 5, 2023

What begins as tragedy . . . Whereof what’s past is prologue; What to come, In yours and my discharge…
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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  • GVA Privacy Policy
  • 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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