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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
Great Valley Advisor Group Welcomes GVA Wealth Allentown

Great Valley Advisor Group Welcomes GVA Wealth Allentown

By James J. Spinelli, ChFC® on August 14, 2024September 30, 2024

Great Valley Advisor Group is excited to welcome Nick Weidman, Christopher Nelson, Jackie Smolsky, Rachel Perez, and their entire team…
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GVA Welcomes Simplified Financial

GVA Welcomes Simplified Financial

By James J. Spinelli, ChFC® on August 8, 2024September 30, 2024

Great Valley Advisor Group is excited to welcome Carmen Andrews and the Simplified Financial team to the GVA Family! A…
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GVA Welcomes Evan Coffey

GVA Welcomes Evan Coffey

By James J. Spinelli, ChFC® on July 23, 2024September 30, 2024

Great Valley Advisor Group is excited to announce that Evan Coffey has joined our Asset Management team as an Associate,…
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GVA Welcomes Kaela Frenchman

GVA Welcomes Kaela Frenchman

By James J. Spinelli, ChFC® on July 17, 2024September 30, 2024

Great Valley Advisor Group is excited to announce Kaela Frenchman has joined our Asset Management team as an Associate, Trading…
Read More

AI and Machine Learning Opportunities in Finance

AI and Machine Learning Opportunities in Finance

By James J. Spinelli, ChFC® on July 19, 2023August 15, 2023

Artificial Intelligence (AI) has had a drastic effect on our entire society and will continue to impact our lives in…
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GVA Update Meeting: CoV Wayzata, June 2023

GVA Update Meeting: CoV Wayzata, June 2023

By James J. Spinelli, ChFC® on June 7, 2023September 15, 2024

Great Valley Advisor Group’s COO, James Spinelli, and Chief Market Strategist, Eric Parnell, met with our advisors based in and…
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What Is Basecamp?

What Is Basecamp?

By James J. Spinelli, ChFC® on May 10, 2023August 15, 2023

A basecamp is defined as a place providing supplies, shelter, communications, and an opportunity to prepare for the journey ahead….
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16th Annual Travis Manion Foundation Golf Outing

16th Annual Travis Manion Foundation Golf Outing

By James J. Spinelli, ChFC® on May 5, 2023September 15, 2024

Great Valley Advisor Group is proud to sponsor and support the Travis Manion Foundation. The mission of TMF is to…
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GVA Update Meeting: Crossing Vineyards Newtown, May 2023

GVA Update Meeting: Crossing Vineyards Newtown, May 2023

By James J. Spinelli, ChFC® on April 24, 2023September 15, 2024

Please join Great Valley Advisor Group COO James Spinelli, and CIO, Eric Parnell to discuss the latest developments and the further enhancements…
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A Tribute to Alan Peters

A Tribute to Alan Peters

By James J. Spinelli, ChFC® on April 21, 2023June 6, 2023

It is with heavy hearts that we share the passing of one of GVA’s closest family members, Alan E. Peters,…
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New Call Series: GVA Market Update & Strategy Session

New Call Series: GVA Market Update & Strategy Session

By James J. Spinelli, ChFC® on March 27, 2023June 6, 2023

The GVA Asset Management Team has recently launched a new bi-weekly call series, GVA Market Update & Strategy Session, led…
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Accelerate Growth & Efficiency with GVA

Accelerate Growth & Efficiency with GVA

By James J. Spinelli, ChFC® on March 22, 2023August 15, 2023

Great Valley Advisor Group’s unique structure helps advisors build their business by creating an efficient office structure and providing access…
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
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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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