Welcome Phil Regan, Business Development Associate By Stef Dolan on July 12, 2023September 15, 2024 Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business… Read More
LPL Hosts Annual Focus Meeting in San Diego By Stef Dolan on July 6, 2023September 15, 2024 LPL’s annual flagship conference, Focus, will take place August 4-7, 2023 at the San Diego Convention Center. This conference encourages… Read More
GVA Announces Global Interdependence Center (GIC) Sponsorship By Stef Dolan on June 22, 2023October 22, 2025 Great Valley Advisor Group (GVA) is excited to announce that we have become an annual sponsor of the Global Interdependence… Read More
Great Valley Advisor Group Partners with Pontera to Revolutionize Held Away Account Management By Stef Dolan on June 14, 2023October 22, 2025 Great Valley Advisor Group (GVA) is excited to announce its partnership with Pontera, a groundbreaking fintech platform that is transforming… Read More
Innovative Planning Group Acquires Bridge Investment Group By Stef Dolan on May 31, 2023September 15, 2024 Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA… Read More
GVA Events: BMW Championship at Wilmington Country Club By Stef Dolan on August 20, 2022October 22, 2025 August 16-18, 2022 – Great Valley Advisor Group (GVA) hosted our VAST Advisors from around the country for company updates… Read More
Great Valley Advisor Group Adds Gaines Financial Group By Stef Dolan on February 3, 2022September 15, 2024 The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3,… Read More
How the EOS Model and Predictive Index Can Enhance Your Practice and Self-Awareness By Stef Dolan on January 10, 2022April 4, 2025 For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business… Read More
GVA Valley Advisor Summit (VAST): Key Takeaways to Better Your Business By Stef Dolan on January 7, 2022September 15, 2024 Last month, Great Valley Advisor Group held the Valley Advisor Summit (VAST) in Austin, Texas, for our network of advisors… Read More
Get to Know the CEO: GVA’s Ryan Todd on Why Empowering Advisor Growth is Key to Success By Stef Dolan on October 20, 2021April 4, 2025 Throughout the past two years, the pandemic has slowed down or completely halted many businesses. Yet, the RIA industry has… Read More
Inspired Leadership: A Q&A With COO James Spinelli By Stef Dolan on July 19, 2021April 4, 2025 The RIA industry continues to grow at a record pace, with the number of SEC-registered advisers and their assets under… Read More
Great Valley Advisor Group Acquires U.S. Financial Advisors By Stef Dolan on May 17, 2021September 15, 2024 Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources PAOLI, Pa. — May 11,… Read More