1200 Pennsylvania Ave
Suite 202
Wilmington, Delaware 19806
Tel: 302-483-7200
GREAT VALLEY ADVISOR GROUP, INC, formally registered with the SEC as GREAT VALLEY ADVISOR GROUP, INC. The firm was established in 04/08/2011. They have over 73 offices throughout the country.
GREAT VALLEY ADVISOR GROUP, INC. is a Wilmington, Delaware based Financial Planning firm with nearly $5,084,083,044 assets under management, offering retirement planning & investment advisory services to 21345 clients. The firm is staffed with 146 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 123913 |
SEC# | 801-72270 |
Assets Managed by Firm | $5,084,083,044 |
No. of Clients | 21345 |
No. of Advisors | 146 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21345 | $5,084,083,044 |
Individuals (other than high net worth individuals) | 11117 | $3,833,877,162 |
High net worth individuals | 358 | $988,683,299 |
Pension and profit sharing plans | 152 | $261,522,583 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$88,770,382,053 | 41 | 235 | |
$38,994,513,543 | 119 | 27 | |
$19,948,123,000 | 13 | 73 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,488,434,237 | 3376 | 127 |
$12,992,062,132 | 10 | 38 |
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