Braintree Office

RIA Only
Hybrid

GVA Braintree Office

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184
Phone: (610) 296-7630
Website: https://greatvalleyadvisors.com/

Total Office Members: 8
Total Advisors: 4

Description:
Founded in 2014, Great Valley Advisors (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA). GVA’s team of industry veterans supports independent financial advisors so that they can successfully develop long-term relationships with their clients.

We are most interested in:

Joining our Practice (1099, W2, Both)
Expanding their offering
Succession Planning

An advisor with the following background:
Founded in 2014, Great Valley Advisors (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA). GVA’s team of industry veterans supports independent financial advisors so that they can successfully develop long-term relationships with their clients.

An advisor located within 5 to 100 miles from our office location.
An advisor with $50M to $150M assets under management.
We are open to expansion into the following regions:
Massachussetts
Rhode Island
Connecticut
Vermont
Maine

We focus on

Ultra-High-Net-Worth
High-Net-Worth
Financial Planning
Investment Management
Tax Management
Income Planning
Retirement (401k)
Business Services
Female Clients
Consultation Services
Insurance

We offer

Office Space
Remote Work Setup
Health Insurance
W2
1099
In-House Portfolios

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

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

Braintree Office

GVA Braintree Office

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

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