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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.
    • Company News
      GVA Welcomes Eric Hough
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      Insights
      Growth Opportunities
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      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 19
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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.
    • Company News
      GVA Welcomes Eric Hough
      Read more
      Insights
      Growth Opportunities
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 19
      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.
    • Company News
      GVA Welcomes Eric Hough
      Read more
      Insights
      Growth Opportunities
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 19
      Read more
      Company News
      GVA Growth Gateway: A Single Pane of Glass to Drive Growth and Success
      Read more
  • Insights + Events
Connect with Our Team

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  • Company News
  • Events Calendar
  • Insights
  • Videos + Podcasts
GVA Welcomes Eric Hough

GVA Welcomes Eric Hough

By Stef Dolan on October 8, 2025October 8, 2025

Great Valley Advisor Group is excited to welcome Eric Hough to our Asset Management Team! Eric Hough joins GVA as…
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Advisor Edge: The GVA Way – Episode 19

Advisor Edge: The GVA Way – Episode 19

By Stef Dolan on September 30, 2025September 30, 2025

 In Episode 19 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC, sits down with Carmen…
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2025 GVA Annual Partner Blog Series: Federated Hermes on AI

2025 GVA Annual Partner Blog Series: Federated Hermes on AI

By Stef Dolan on September 18, 2025September 18, 2025

Federated Hermes asks, “What’s on the minds of our clients?” And simply put, the answer is artificial intelligence (AI). As…
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GVA’s Asset Management Team Hosts the Philly Phorum, Liberty Hill

GVA’s Asset Management Team Hosts the Philly Phorum, Liberty Hill

By Stef Dolan on August 21, 2025August 22, 2025

  Last week we were grateful to come together once again with our incredible community of advisors during our August…
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Advisor Edge: The GVA Way – Episode 18

Advisor Edge: The GVA Way – Episode 18

By Stef Dolan on August 20, 2025August 21, 2025

 In Episode 18 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, continues his conversation with…
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Advisor Edge: The GVA Way – Episode 17

Advisor Edge: The GVA Way – Episode 17

By Stef Dolan on July 24, 2025July 24, 2025

 In this episode, James J. Spinelli, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful…
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Great Valley Advisor Group Welcomes Todd Cipperman as General Counsel

Great Valley Advisor Group Welcomes Todd Cipperman as General Counsel

By Stef Dolan on July 17, 2025August 12, 2025

Last month we welcomed Todd Cipperman to the Great Valley Advisor Group (GVA) leadership team as our new General Counsel….
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GVA Announces the Return of Its Annual Advisor Conference in 2025

GVA Announces the Return of Its Annual Advisor Conference in 2025

By Stef Dolan on July 7, 2025July 7, 2025

Great Valley Advisor Group has announced the much-anticipated return of its Annual Advisor Conference (AAC), set to take place November…
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GVA Partners with Paragon Wealth for Finances On Tap

GVA Partners with Paragon Wealth for Finances On Tap

By Stef Dolan on June 26, 2025June 27, 2025

At GVA, we believe empowering advisors means showing up — with insights, perspective, and partnership.   Recently, our Chief Market Stragegist…
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Advisor Edge: The GVA Way – Episode 16

Advisor Edge: The GVA Way – Episode 16

By Stef Dolan on June 5, 2025June 9, 2025

 In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie…
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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…
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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.

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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
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.