GVA Affiliation Options Are you ready to take your wealth management practice to the next level and see where your independence lies? Select your affiliation model and GVA does the rest. It really is that simple. Affiliation Options As a Registered Investment Advisor (RIA), GVA offers two affiliation channels for our advisors: Hybrid or RIA Only. OFFERINGSHybrid AdvisorRIA Only AdvisorGreat Valley Advisor Group CCO✓ ✓Great Valley Advisor Group OSJ✓xErrors and Omissions Insurance*$$$GVA Asset Management✓✓GVA Salesforce✓✓GVA SecureOffice✓✓AdvisorBOB✓✓Multi-custodian✓✓Administration FeesxxOrion Partnership✓✓Transition Assistance** +++GVA 401K Consulting✓✓Succession Solutions✓✓ *The more dollar signs there are, the more E&O will cost for that affiliation option. **The more plus signs there are, the more transition assistance there is available for that affiliation option. Choose Your Path Once you’ve determined your affiliation type, the next step is selecting the path that best fits your goals. Each path offers a unique experience, and our business development team is here to guide you through the decision-making process. 1 The Guided Advisor Turning Your Vision into Reality Our team will help guide you through the Advisor Onboarding Process, working closely with GVA Corporate teams to help you confidently establish your ideal office. 2 The Integrated Advisor Join an Established Office Seamlessly integrate into a thriving GVA-affiliated office and access competitive growth opportunities. With a network of over 60 firms, you’re sure to find the perfect fit! 3 Profit & Partner Monetize Your Business with Confidence Whether you’re exploring a minority investment through our Advisor Alliance model or considering a full acquisition, we work with you to identify the right deal to drive strategic and financial growth for your business. Discover Our Paths Questions? Let's talk! (610) 296-7630 info@greatvalleyadvisors.com 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