Who is GVA?

Great Valley Advisor Group (GVA) acts as an extension of your financial advisor's team, providing oversight, technology solutions, compliance support, and other services.

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A Nationwide Network

GVA advisors have worked in every sector of the financial services industry. Our breadth of knowledge and years of experience allow us to provide clients with a diverse and expansive array of financial strategies. We are dedicated to creating lasting relationships based on trust and proven success.

The GVA Partnership

GVA is a leading, technology-driven, full-service Registered Investment Advisor (RIA). We partner with select independent financial advisors to provide customized technology, investment strategies, compliance, and back-office solutions. The strength and unwavering commitment of the GVA network enables your advisor to work more efficiently, stay on top of industry trends and best practices, increase confidence in compliance processes, and focus on your goals.

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Resources

Great Valley Advisor Group works with a strong network of advisors who put their clients’ financial interests above their own. Please click on the links below to find important materials for your review. If you have any questions, or would like additional information on the GVA partnership, we are here to help. Please reach out to us at compliance@greatvalleyadvisors.com.

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GVA Privacy Policy

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GVA Form CRS

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GVA Form ADV
Part 2A

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Understanding Advisor Fees

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GVA BCP Summary

In the event one of GVA’s offices has a significant disruption we have in place both a virtual private network and cloud backup. In addition we require employees in those offices to work from a remote location and will forward phones to other locations to allow for employees to communicate with custodians and clients. We have processes in place to allow for trading with our custodians. If you have any questions, or would like additional information, we are here to help. Please reach out to us at compliance@greatvalleyadvisors.com.