GVA Lands at 130 on 2024 Forbes Top RIA List

Great Valley Advisor Group is proud to have made the Forbes ranking of America’s Top RIA Firms (developed by SHOOK Research) two years in a row – of the 46,212 nominations, GVA landed in the top 130!

While many factors are considered, leadership, principals, and client experience are crucial. SHOOK Research refers to this list as “rankings of role models—firms leading the way in offering best practices and providing a high-quality experience for clients.”

GVA’s values and goals are completely aligned with the criteria. We thank Forbes and SHOOK for recognizing our firm as striving to be the best while not losing sight of the most important things—honesty, integrity, and accountability.

See the full Philadelphia Business Journal article here – https://www.bizjournals.com/philadelphia/news/2024/10/17/seven-local-firms-make-forbes-list-of-top-rias.html

Compliance Approval # – 648160

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Mike Burke Manager, Advisor Websites & Marketing
After graduating from Penn State University with a B.A. in English, Mike began his career in B2B technology sales, learning how to close deals and, most importantly, developing thick skin. He then took on an operations and management role at a marketing firm, where he recognized a gap in the company’s capabilities and taught himself to design, code, and build websites while handling the day-to-day company operations and managing client relationships. Discovering his passion for design and technology and building up a web design and UX work portfolio, Mike spent the next six years at Comcast, fulfilling various roles on the digital and e-commerce teams, from UX designer to front-end developer to his final role as a Senior Art Director. After transitioning into management consulting, he was on the road for three years, working with enterprise-level companies such as Microsoft, Aon, and Vanguard and expanding his skill set from digital and web to organizational strategy and management.