Choose Your Path

Whether you’re an advisor planning for succession, an RIA looking to wind down, or an advisor ready to grow their independent practice, Great Valley Advisors has the solutions to support you.

Chart Your Course

By plugging into GVA through one of our three channels below, you gain access to exceptional people, resources and technology independent advisors need to enhance their client experience.

GVA Office Space

Work from an existing GVA office with your current DBA or under GVA’s brand.

Existing DBA

Plug into one of our amazing DBA firms and hit the ground running.

Own Your Space

Have your own space? Let us help you build your brand and occupy your own space.

GVA's Positioning in
the Financial Advisor Industry

Advisor Base

GVA has nationwide reach with 150+ advisors across 15 states. Our size allows us to leverage a strong network of advisors, while remaining a close-knit community.

Technology-Driven

Our platform was built by independent advisors, for independent advisors and was designed to scale for growth. Affiliating with GVA gives you instant access to the GVA Platform, as well as comprehensive reviews of other technology tools and services that you can leverage for your business.

Strong Focus

GVA has a strong focus on providing tailored solutions, powered by industry veterans and best-in-class technology.

Family-like Environment

GVA’s family-like environment sets the firm apart from its competitors. GVA is proud of its tight-knit culture of like-minded people and encourages camaraderie amongst our advisors.

Compliance-focused

GVA has a dedicated compliance team that hosts monthly and quarterly compliance calls to ensure advisors across the network are fully up-to-date on the latest industry news, compliance updates, and more.

Online & In-Person Events

GVA’s event lineup is on par with other advisor groups, offering both in-person and virtual events for advisors featuring educational programming and networking opportunities.

Social Media

GVA shares its latest commentary, news, and updates across social media networks. Follow us for the most up-to-date articles and announcements on LinkedIn, Twitter, YouTube, and Facebook.

Press Coverage

GVA leverages press coverage to generate awareness around growth, acquisitions, opportunities, and more.

Understand Your Options

Not sure which path is right for you? We can help. Speak with an expert to understand all the options available to you and the models that may best suit your needs.

To explore how GVA can best support you and your practice, please contact our Operations Team.

The best part about being with GVA is that you're not a number. You're not lost in this big sea of financial advisors. The thing I like most about them is that you're family. I’m getting the kind of support I was looking for, and I couldn’t be happier.

Traci P. , GVA Advisor, Wisconsin

GVA is very much aligned with the culture we have at our own firm. When I initially met James, the confidence he had in GVA’s culture, and the way he treats people, very much aligns with the way I like to be treated and the way we treat our clients and our staff. Basically, we put clients and employees first, on a pedestal, and treat people well, in general.

Ty B. , CFP, GVA Advisor, Wisconsin

I've been with six firms over my 35-year career and I've never been happier. The GVA Team is just very laid back. They let you run your business the way you want to run your business, provide you with technology and support that you need... just hands-off.

Robert S. , GVA Advisor, Pennsylvania

What attracted me to GVA was their collaborative effort. They truly work to find solutions to fit our practice and benefit our clients. GVA has delivered on everything that we've kind of asked for. I'm excited about our partnership, and to continue to grow alongside GVA—I'm looking forward to what the future holds.

Chuck B. , GVA Advisor, Minnesota