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RIA comparison · SEC Form ADV

Great Valley Advisor Group, LLC vs Callan Family Office, 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 Callan Family Office, LLC, 4% more than its rival, by their latest Form ADV filings. Great Valley Advisor Group, LLC reports more individual clients (36,836 vs 170), while Callan Family Office, LLC’s clients hold more on average (about $42 million each against $250,000). Both are based in Pennsylvania: Great Valley Advisor Group, LLC in Berwyn and Callan Family Office, LLC in Radnor.

FigureGreat Valley Advisor Group, LLCCallan Family Office, LLC
Regulatory AUM$11B$10B
National rank#91#96
HeadquartersBerwyn, PennsylvaniaRadnor, Pennsylvania
Individual clients36,836170
High-net-worth clients1,769170
Average client assets$250,000$42 million
Accounts37,0142,697
Discretionary79% of AUM90% of AUM
Employees32549
Advisory staff19215
Clients per advisory employee19211
Offices7315
Form ADV filed2026-09-292026-03-30

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

Callan Family Office, 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 Callan Family Office, LLC?

Great Valley Advisor Group, LLC, with $11B in regulatory assets under management against $10B at Callan Family Office, LLC. Nationally they rank #91 and #96 among 5,657 independent wealth management RIAs.

How many clients do Great Valley Advisor Group, LLC and Callan Family Office, LLC have?

Great Valley Advisor Group, LLC reports 36,836 individual clients (1,769 high-net-worth) with 192 advisory employees; Callan Family Office, LLC reports 170 (170 high-net-worth) with 15 advisory employees.

How do Great Valley Advisor Group, LLC and Callan Family Office, 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 Callan Family Office, LLC offer?

Great Valley Advisor Group, LLC lists educational seminars and workshops, which Callan Family Office, 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.

More comparisons

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 ↗, Callan Family Office, LLC ↗. How to check a financial advisor →