RIA comparison · SEC Form ADV
Great Valley Advisor Group, LLC vs Bartlett & Co. Wealth Management LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Great Valley Advisor Group, LLC is the larger of the two, with $11B in regulatory assets to $10B at Bartlett & Co. Wealth Management LLC, 3% more than its rival, by their latest Form ADV filings. Great Valley Advisor Group, LLC reports more individual clients (36,836 vs 2,133), while Bartlett & Co. Wealth Management LLC’s clients hold more on average (about $4.1 million each against $250,000). Great Valley Advisor Group, LLC is based in Berwyn, Pennsylvania and Bartlett & Co. Wealth Management LLC in Cincinnati, Ohio.
| Figure | Great Valley Advisor Group, LLC | Bartlett & Co. Wealth Management LLC |
|---|---|---|
| Regulatory AUM | $11B | $10B |
| National rank | #91 | #93 |
| Headquarters | Berwyn, Pennsylvania | Cincinnati, Ohio |
| Individual clients | 36,836 | 2,133 |
| High-net-worth clients | 1,769 | 1,351 |
| Average client assets | $250,000 | $4.1 million |
| Accounts | 37,014 | 6,188 |
| Discretionary | 79% of AUM | 99% of AUM |
| Employees | 325 | 84 |
| Advisory staff | 192 | 34 |
| Clients per advisory employee | 192 | 63 |
| Offices | 73 | 3 |
| Form ADV filed | 2026-09-29 | 2026-03-31 |
Great Valley Advisor Group, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Bartlett & Co. Wealth Management LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Questions
Which is bigger, Great Valley Advisor Group, LLC or Bartlett & Co. Wealth Management LLC?
Great Valley Advisor Group, LLC, with $11B in regulatory assets under management against $10B at Bartlett & Co. Wealth Management LLC. Nationally they rank #91 and #93 among 5,657 independent wealth management RIAs.
How many clients do Great Valley Advisor Group, LLC and Bartlett & Co. Wealth Management LLC have?
Great Valley Advisor Group, LLC reports 36,836 individual clients (1,769 high-net-worth) with 192 advisory employees; Bartlett & Co. Wealth Management LLC reports 2,133 (1,351 high-net-worth) with 34 advisory employees.
How do Great Valley Advisor Group, LLC and Bartlett & Co. Wealth Management LLC charge clients?
Only Great Valley Advisor Group, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Great Valley Advisor Group, LLC and Bartlett & Co. Wealth Management LLC offer?
Great Valley Advisor Group, LLC lists educational seminars and workshops, which Bartlett & Co. Wealth Management LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers; other services.
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Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Great Valley Advisor Group, LLC ↗, Bartlett & Co. Wealth Management LLC ↗. How to check a financial advisor →