GREAT VALLEY ADVISOR GROUP, INC.

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

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 $7,343,187,109 assets under management, offering retirement planning & investment advisory services to 24276 clients. The firm is staffed with 175 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123913
SEC#	801-72270
Assets Managed by Firm	$7,343,187,109
No. of Clients	24276
No. of Advisors	175

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	24276	$7,343,187,109
Individuals (other than high net worth individuals)	23783	$4,857,647,589
High net worth individuals	339	$1,495,010,814
Pension and profit sharing plans	154	$990,528,706

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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