Wilmington Office

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  • RIA Only
  • Hybrid

GVA Wilmington Office

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806
Phone: (302) 483-7200
Website: https://greatvalleyadvisors.com/

Total Office Members: 4
Total Advisors: 2


Description:
Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms.


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:
Our approach to helping the client is first to support the Advisor. We want to help you distance yourself from the administrative functions that may prevent you from servicing your clients more efficiently. We have the tools you need in order to do your job most effectively.

  • An advisor located within 5 to 100 miles from our office location.
  • An advisor with $10M to $50M assets under management.
  • We are open to expansion into the following regions:
    Delaware
We focus on
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
We offer
  • Office Space
  • Remote Work Setup
  • 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
  • LPL Financial
  • SEI Investments
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If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us

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