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RIA comparison · SEC Form ADV

Mycio Wealth Partners, LLC vs Great Valley Advisor Group, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Mycio Wealth Partners, LLC is the larger of the two, with $16B in regulatory assets to $11B at Great Valley Advisor Group, LLC, 49% more than its rival, by their latest Form ADV filings. Great Valley Advisor Group, LLC reports more individual clients (36,836 vs 923), while Mycio Wealth Partners, LLC’s clients hold more on average (about $17 million each against $250,000). Both are based in Pennsylvania: Mycio Wealth Partners, LLC in Philadelphia and Great Valley Advisor Group, LLC in Berwyn.

FigureMycio Wealth Partners, LLCGreat Valley Advisor Group, LLC
Regulatory AUM$16B$11B
National rank#59#91
HeadquartersPhiladelphia, PennsylvaniaBerwyn, Pennsylvania
Individual clients92336,836
High-net-worth clients9231,769
Average client assets$17 million$250,000
Accounts8,39137,014
Discretionary4% of AUM79% of AUM
Employees67325
Advisory staff46192
Clients per advisory employee20192
Offices173
Form ADV filed2026-07-312026-09-29

Mycio Wealth Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • 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

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

Questions

Which is bigger, Mycio Wealth Partners, LLC or Great Valley Advisor Group, LLC?

Mycio Wealth Partners, LLC, with $16B in regulatory assets under management against $11B at Great Valley Advisor Group, LLC. Nationally they rank #59 and #91 among 5,657 independent wealth management RIAs.

How many clients do Mycio Wealth Partners, LLC and Great Valley Advisor Group, LLC have?

Mycio Wealth Partners, LLC reports 923 individual clients (923 high-net-worth) with 46 advisory employees; Great Valley Advisor Group, LLC reports 36,836 (1,769 high-net-worth) with 192 advisory employees.

How do Mycio Wealth Partners, LLC and Great Valley Advisor Group, 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 Mycio Wealth Partners, LLC and Great Valley Advisor Group, LLC offer?

Mycio Wealth Partners, LLC lists portfolio management for pooled investment vehicles; pension consulting, which Great Valley Advisor Group, LLC does not. Great Valley Advisor Group, LLC lists educational seminars and workshops; other services, which Mycio Wealth Partners, 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: Mycio Wealth Partners, LLC ↗, Great Valley Advisor Group, LLC ↗. How to check a financial advisor →