Great Valley Advisor Group, LLC
Wilmington, DE·SEC-registered · CRD #123913
Great Valley Advisor Group, LLC is an SEC-registered investment advisory firm in Wilmington, DE managing $11B across 42k client accounts, with 192 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
42k
Advisory staff
192
Fee model
Fee-based
How Great Valley Advisor Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Great Valley Advisor Group, LLC
How much does Great Valley Advisor Group, LLC manage?
Per its most recent SEC Form ADV filing (06/22/2026), Great Valley Advisor Group, LLC reports $11B in regulatory assets under management across roughly 42k client accounts.
How does Great Valley Advisor Group, LLC charge?
Great Valley Advisor Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Great Valley Advisor Group, LLC a fiduciary?
Yes. Great Valley Advisor Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #123913), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Great Valley Advisor Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Great Valley Advisor Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wilmington, DE
Profile compiled from Great Valley Advisor Group, LLC's public SEC Form ADV filing (CRD #123913, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Great Valley Advisor Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Great Valley Advisor Group, LLC? Claim this profile.