Insights

Growth and Recognition Great Valley Advisor Group is ranked 130 on the Forbes Top RIA list, highlighting its strong market presence and reputation, making it an attractive partner for financial technology and service providers seeking reputable firms.

Technology Enhancement GVA's emphasis on a comprehensive technology suite, including platforms like Salesforce, WordPress, and DocuSign, presents opportunities to offer advanced compliance, client management, and operational solutions to bolster their tech infrastructure.

Asset Investment Focus Recent significant investments in ETFs and corporate stakes such as Capital Group and energy infrastructure assets demonstrate GVA's active engagement in diversified investment strategies, indicating interest in tools and services that support multi-asset management.

Leadership and Talent The hiring of Eric Hough as Director of Asset Management reflects a commitment to expanding expertise in alternative investments, presenting opportunities to introduce specialized advisory, research, and portfolio management solutions.

Market Position and Potential With revenue estimated between 25 and 50 million dollars and a relatively small team, GVA seeks scalable growth through technology and strategic asset allocations, making them a prime candidate for innovative financial products and operational support services.

Great Valley Advisor Group Tech Stack

Great Valley Advisor Group uses 8 technology products and services including WordPress, Salesforce, Font Awesome, and more. Explore Great Valley Advisor Group's tech stack below.

  • WordPress
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Bluehost
    Web Hosting
  • Apache
    Web Servers

Media & News

Great Valley Advisor Group's Email Address Formats

Great Valley Advisor Group uses at least 1 format(s):
Great Valley Advisor Group Email FormatsExamplePercentage
FLast@greatvalleyadvisors.comJDoe@greatvalleyadvisors.com
46%
First.Last@greatvalleyadvisors.comJohn.Doe@greatvalleyadvisors.com
4%
FLast@greatvalleyadvisors.comJDoe@greatvalleyadvisors.com
46%
First.Last@greatvalleyadvisors.comJohn.Doe@greatvalleyadvisors.com
4%

Frequently Asked Questions

Where is Great Valley Advisor Group's headquarters located?

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Great Valley Advisor Group's main headquarters is located at 920 Cassatt Road Suite 202 Berwyn, Pennsylvania 19312 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Great Valley Advisor Group's official website and social media links?

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Great Valley Advisor Group's official website is greatvalleyadvisors.com and has social profiles on LinkedIn.

What is Great Valley Advisor Group's SIC code NAICS code?

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Great Valley Advisor Group's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Great Valley Advisor Group have currently?

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As of February 2026, Great Valley Advisor Group has approximately 27 employees across 2 continents, including North AmericaAsia. Key team members include Ceo + Founder: J. J. S.Chief Compliance Officer: C. D.Chief Investment Officer: L. J.. Explore Great Valley Advisor Group's employee directory with LeadIQ.

What industry does Great Valley Advisor Group belong to?

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Great Valley Advisor Group operates in the Financial Services industry.

What technology does Great Valley Advisor Group use?

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Great Valley Advisor Group's tech stack includes WordPressSalesforceFont AwesomeJSON-LDSwiperDocuSignBluehostApache.

What is Great Valley Advisor Group's email format?

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Great Valley Advisor Group's email format typically follows the pattern of FLast@greatvalleyadvisors.com. Find more Great Valley Advisor Group email formats with LeadIQ.

When was Great Valley Advisor Group founded?

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Great Valley Advisor Group was founded in 1982.

Great Valley Advisor Group

Financial ServicesPennsylvania, United States11-50 Employees

Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available.

Section iconCompany Overview

Headquarters
920 Cassatt Road Suite 202 Berwyn, Pennsylvania 19312 United States
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Great Valley Advisor Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Great Valley Advisor Group's revenue is estimated to be in the range of $25M$50M

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