What departments does Great Valley Advisor Group have?

Great Valley Advisor Group has employees across 1 departments including Operations.

What is the largest department at Great Valley Advisor Group?

The largest department at Great Valley Advisor Group is Operations with 1 employees.

Where are Great Valley Advisor Group employees located globally?

Great Valley Advisor Group has employees across 2 continents and 2 countries including United Arab Emirates, United States Of America.

How has Great Valley Advisor Group's team size changed over time?

Great Valley Advisor Group's team has grown from approximately 25 to 26 employees based on available data.

Great Valley Advisor Group Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Great Valley Advisor Group is a technology-enabled, full-service Registered Investment Advisor that partners with select independent financial advisors to streamline their businesses. The firm provides investment strategies, compliance solutions, back-office and operational support, and a comprehensive technology suite to support advisory practices. Based in Berwyn, Pennsylvania, it operates as a mid-sized firm within the financial services industry, focusing on increasing efficiency for independent advisers. 

It serves independent financial advisors and their practices seeking scalable infrastructure and integrated support across investment, compliance, and operations. Its approach centers on delivering cohesive services that help advisers manage regulatory requirements and day-to-day tasks more effectively. In October 2025, the company announced the appointment of Eric Hough as Director of Asset Management, specializing in Alternative Investments.

Great Valley Advisor Group Global Highlights

North America
44

United States Of America
44

Asia
2

United Arab Emirates
2

Great Valley Advisor Group's Leadership

S. B.
President
Mobile Phone
Email
M. D.
Managing Partner
Mobile Phone
Email
E. H.
Director Of Asset Management
Mobile Phone
Email
C. G.
Director Of Operations
Mobile Phone
Email

Great Valley Advisor Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Community & Social Services
Other

Contact profiles from Great Valley Advisor Group

Name

Title

Contact

Location

Last Update

M. D.
Managing Partner
Mobile Phone
Email
Jan 01, 2024
S. B.
President
Mobile Phone
Email
Oct 22, 2024
E. H.
Director Of Asset Management
Mobile Phone
Email
Aug 06, 2026
C. G.
Director Of Operations
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Great Valley Advisor Group known for?

Great Valley Advisor Group was founded in 1982 operates in the Financial Services industry. Explore Great Valley Advisor Group's company overview page for more information.

What is Great Valley Advisor Group's most common email format?

Great Valley Advisor Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Great Valley Advisor Group email formats with LeadIQ.

How many employees does Great Valley Advisor Group have currently?

Great Valley Advisor Group has approximately 30 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Great Valley Advisor Group's key employees and leadership?

As of July 2026, Great Valley Advisor Group's key employees include:

President: S. B.
Managing Partner: M. D.
Director Of Asset Management: E. H.
Director Of Operations: C. G.

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Great Valley Advisor Group Employee Directory

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