Boca Raton Office

  • RIA Only
  • Hybrid

GVA Boca Raton Office

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431
Phone: (610) 296-7630

Total Office Members: 5
Total Advisors: 14


Description:
GVA's Boca Raton office is an independent wealth management firm that provides comprehensive asset management services and offers personalized estate planning, retirement planning, risk management and more. Financial advisors in this location brand as either GVA Wealth Management, or utilize their own firm name while under the GVA umbrella.


We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering
  3. Succession Planning

An advisor with the following background:
Partnering with GVA offers advisors the unique opportunity to maintain their independence and name, while providing access to GVA services and expansive advisor network. With a centralized focus on helping financial advisors grow and achieve long-term independence in their businesses, GVA provides customized and integrated technology tools, comprehensive compliance oversight, back-office services, asset management, succession solutions, and proprietary advisor billing and compensation software. Advisors can affiliate with GVA by joining the RIA, utilizing its Office of Supervisory Jurisdiction (OSJ), or via a hybrid model. The GVA advisor network includes 40 offices across the country, which collectively manage over $5 billion across its advisory and brokerage businesses.

  • An advisor located within 5 to 100 miles from our office location.
  • An advisor with $800M to $1.5B assets under management.
  • We are open to expansion into the following regions:
    Florida
We focus on
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
We offer
  • Office Space
  • Remote Work Setup
  • W2
  • 1099
  • In-House Portfolios
  • Administrative Support
Technology Stack
  • CRM: SalesForce
  • Financial Planning: eMoney
  • Trading Platform: Orion & Enhanced Trading
  • Performance Reporting: Orion & Clientworks
  • 401(k) Software: Pontera
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Fidelity
  • LPL Financial

If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us