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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.
    • Insights
      Ulysses
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 15
      Read more
      Insights
      GVA Supports Advisors Through Volatility
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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.
    • Insights
      Ulysses
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 15
      Read more
      Insights
      GVA Supports Advisors Through Volatility
      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.
    • Insights
      Ulysses
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 15
      Read more
      Insights
      GVA Supports Advisors Through Volatility
      Read more
      Insights
      Into the Mystic
      Read more
  • Insights + Events
      Insights + Events
      Company news, market commentary, and insightful videos from leading experts.
    • Insights
      Get weekly market insights for informed decisions.
    • Company News
      Stay updated on the latest updates and developments.
    • Videos + Podcasts
      Dive into our video blog – insightful, engaging, essential.
    • Events Calendar
      Check out all the Events happening at GVA
    • Insights
      Ulysses
      Read more
      Insights
      GVA Supports Advisors Through Volatility
      Read more
      Insights
      Into the Mystic
      Read more
Connect with Our Team

  • All
  • Company News
  • Events Calendar
  • Insights
  • Videos + Podcasts
Advisor Edge: The GVA Way – Episode 15

Advisor Edge: The GVA Way – Episode 15

By Stef Dolan on May 23, 2025May 23, 2025

 In Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben…
Read More

GVA Supports Advisors Through Volatility

GVA Supports Advisors Through Volatility

By Stef Dolan on May 21, 2025May 21, 2025

At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.

Advisor Edge: The GVA Way – Episode 14

Advisor Edge: The GVA Way – Episode 14

By Stef Dolan on April 24, 2025April 24, 2025

 In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP,…
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GVA In One Word

GVA In One Word

By Stef Dolan on April 10, 2025May 21, 2025

We asked our GVA Corporate employees to describe what GVA means to them – in one word. For some of…
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Advisor Edge: The GVA Way – Episode 13

Advisor Edge: The GVA Way – Episode 13

By Stef Dolan on March 13, 2025March 13, 2025

 In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder…
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ALPINE: Social Media Call Summary

ALPINE: Social Media Call Summary

By Stef Dolan on March 6, 2025April 4, 2025

In the fifth ALPINE call presented by the GVA Marketing Team Stef Dolan and Mike Burke discussed Social Media. While…
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Philly Phorum at the Union League

Philly Phorum at the Union League

By Stef Dolan on February 28, 2025April 4, 2025

Great Valley Advisor Group’s Asset Management team kicked off the first of two Philly Phorum events scheduled for 2025. Held…
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Advisor Edge: The GVA Way – Episode 12

Advisor Edge: The GVA Way – Episode 12

By Stef Dolan on February 19, 2025February 19, 2025

 In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager…
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GVA Attends Catchlight’s Growth Day

GVA Attends Catchlight’s Growth Day

By Stef Dolan on February 7, 2025April 4, 2025

At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.

Advisor Edge: The GVA Way – Episode 11

Advisor Edge: The GVA Way – Episode 11

By Stef Dolan on January 30, 2025January 30, 2025

 In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®,…
Read More

ALPINE: Google Business Profile & Google Ads

ALPINE: Google Business Profile & Google Ads

By Stef Dolan on January 30, 2025April 4, 2025

At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.

GVA Welcomes Chew Financial Group

GVA Welcomes Chew Financial Group

By Stef Dolan on January 28, 2025January 28, 2025

Great Valley Advisor Group would like to welcome Chew Financial Group to the GVA family! 

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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 + 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
Copyright © 2025 Great Valley Advisor Group. All rights reserved.
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.