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GREAT VALLEY ADVISOR GROUP, INC.

1200 Pennsylvania Ave
Suite 202
Wilmington, Delaware 19806
Tel: 302-483-7200

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About GREAT VALLEY ADVISOR GROUP, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#123913
SEC#801-72270
Assets Managed by Firm$5,084,083,044
No. of Clients21345
No. of Advisors146

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total21345$5,084,083,044
Individuals (other than high net worth individuals)11117$3,833,877,162
High net worth individuals358$988,683,299
Pension and profit sharing plans152$261,522,583

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BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
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DUPONT CAPITAL MANAGEMENT
Chestnut Run Plaza Building C735-1, 974 Centre Road
Wilmington, DE, 19805
$19,948,123,0001373
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
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Wilmington, DE, 19890-0001
$16,488,434,2373376127
WILMINGTON FUNDS MANAGEMENT CORPORATION
1100 North Market Street
Wilmington, DE, 19890-0001
$12,992,062,1321038

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