Hybrid to RIA-Only Conversion

Since its inception in 2014, Great Valley Advisor Group has always been a Registered Investment Advisor (RIA) to the core. Where evolution has occurred is not only in streamlining processes and expanding our offerings, but most importantly in how we support advisors. One of our greatest strengths is that we listen. We want to hear directly from our advisors – and prospective advisors – what is it that you need most? And how can we best support you?

We’ve found that the transition to an RIA-only model—whether moving toward full independence or shifting from a Hybrid structure, can feel overwhelming. We understand. Our dedicated teams and streamlined processes are here to guide you each step of the way, ensuring both you and your clients receive the support and attention you deserve.

We invite you to click here to watch our April ALPINE call, where CEO James Spinelli is joined by Director of Operations Drew Nemeth for an in-depth discussion on what a transition to an RIA-only model involves.  Please fill out the form below to download our Hybrid to RIA-Only Guide, shared during the call, which outlines the key Compliance, Technology, and Operational steps needed to make a smooth transition. If, after reviewing the guide, you’d like to explore this further, please reach out to Phil Regan at pregan@greatvalleyadvisors.com.

Please fill out all fields to download our Hybrid to RIA-Only Guide.

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