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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Great Valley Advisor Group, LLC vs Parallel Advisors, 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 Parallel Advisors, LLC, 3% more than its rival, by their latest Form ADV filings. Great Valley Advisor Group, LLC reports more individual clients (36,836 vs 4,169), while Parallel Advisors, LLC’s clients hold more on average (about $2.2 million each against $250,000). Great Valley Advisor Group, LLC is based in Berwyn, Pennsylvania and Parallel Advisors, LLC in SAN Francisco, California.

FigureGreat Valley Advisor Group, LLCParallel Advisors, LLC
Regulatory AUM$11B$10B
National rank#91#92
HeadquartersBerwyn, PennsylvaniaSAN Francisco, California
Individual clients36,8364,169
High-net-worth clients1,7691,013
Average client assets$250,000$2.2 million
Accounts37,0144,242
Discretionary79% of AUM100% of AUM
Employees325137
Advisory staff19261
Clients per advisory employee19268
Offices7321
Form ADV filed2026-09-292026-06-29

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

Parallel Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Great Valley Advisor Group, LLC or Parallel Advisors, LLC?

Great Valley Advisor Group, LLC, with $11B in regulatory assets under management against $10B at Parallel Advisors, LLC. Nationally they rank #91 and #92 among 5,657 independent wealth management RIAs.

How many clients do Great Valley Advisor Group, LLC and Parallel Advisors, LLC have?

Great Valley Advisor Group, LLC reports 36,836 individual clients (1,769 high-net-worth) with 192 advisory employees; Parallel Advisors, LLC reports 4,169 (1,013 high-net-worth) with 61 advisory employees.

How do Great Valley Advisor Group, LLC and Parallel Advisors, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Great Valley Advisor Group, LLC and Parallel Advisors, LLC offer?

Great Valley Advisor Group, LLC lists educational seminars and workshops; other services, which Parallel Advisors, LLC does not. Parallel Advisors, LLC lists pension consulting, which Great Valley Advisor Group, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

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 ↗, Parallel Advisors, LLC ↗. How to check a financial advisor →