GVA Affiliate Models

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.

OFFERINGS	Hybrid Advisor	RIA Only Advisor
Great Valley Advisor Group CCO	✓	✓
Great Valley Advisor Group OSJ	✓	x
Errors and Omissions Insurance*	$$	$
GVA Asset Management	✓	✓
GVA Salesforce	✓	✓
GVA SecureOffice	✓	✓
AdvisorBOB	✓	✓
Multi-custodian	✓	✓
Administration Fees	x	x
Orion 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.

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.

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