Affiliation That Works for You — Powered by Innovation At Great Valley Advisors, we don’t believe in one-size-fits-all. Whether you’re seeking full independence or partial support, our tech-first platform adapts to your vision. From seamless integration to scalable infrastructure, we offer affiliation options designed to optimize your operational efficiency, back-office support, and growth potential. Affiliation Options At Great Valley Advisors, flexibility is at the heart of how we support advisors. As a technology-driven Registered Investment Advisor (RIA), we offer two affiliation channels — Hybrid and RIA-Only — designed to align with your business model, growth goals, and client service strategy. 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