Wealth manager, independent · Berwyn, PA
Great Valley Advisor Group, LLC
SEC-registered investment adviser · CRD 123913 · SEC 801-72270
At a glance
Great Valley Advisor Group, LLC is an SEC-registered investment adviser based in Berwyn, Pennsylvania, with $11B in regulatory assets under management as of its Form ADV filed September 29, 2026. It reports 36,836 individual clients, 1,769 of them high-net-worth, holding an average of about $0.3 million each, and 325 employees. That ranks it 91st among the nation’s 5,657 independent wealth management RIAs and 3rd of 260 in Pennsylvania. It reports LPL Financial as the custodian for its clients’ separately managed accounts.
Main office 610-296-7630greatvalleyadvisors.comAs filed on Form ADV
- Regulatory AUM
- $11B
- Rank among independent wealth managers
- #91 of 5,657
- Rank among all SEC RIAs
- #1,312 of 17,210
- Rank in Pennsylvania
- #3 of 260
- Individual clients
- 36,836
- High-net-worth clients
- 1,769
- Accounts
- 37,014
- Discretionary
- 79% of AUM
- Employees
- 325
- Advisory staff
- 192
- Offices
- 73
Owners and executives on its Form ADV
- Michael J. DeddaManaging Partner
- Ryan C. ToddChief Financial Officer
- James J SpinelliChief Executive Officer
- Cheryl B. DerosaChief Compliance Officer
- Drew A. NemethDirector, Compliance & Operations - Supervisory Principal
- Michael E HornungDirector, RIA Compliance
Custody and brokerage
Broker-dealer
Hybrid RIA
Great Valley Advisor Group, LLC is a hybrid RIA: 147 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Securities offered through LPL Financial, member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 35,067 | $5.4B | 51% |
| High-net-worth individuals | 1,769 | $3.9B | 36% |
| Pension and profit sharing plans | 178 | $1.3B | 13% |
Disciplinary disclosures
Great Valley Advisor Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗greatvalleyadvisors.com ↗
AtlasMembers
The full record on Great Valley Advisor Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 386 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Vanguard Advisers, Inc.Malvern | $345B | 791,495 |
| Mycio Wealth Partners, LLCPhiladelphia | $16B | 923 |
| Callan Family Office, LLCRadnor | $10B | 170 |
| Wealthcare Advisory Partners LLCWest Chester | $8.3B | 10,696 |
| Confluence Financial PartnersMcMurray | $7.8B | 5,148 |
| Hbks Wealth AdvisorsErie | $7.7B | 7,344 |
Compare Great Valley Advisor Group, LLC with
- Great Valley Advisor Group, LLC vs Mycio Wealth Partners, LLC $16B · Philadelphia, PA
- Great Valley Advisor Group, LLC vs Ferguson Wellman Capital Management, Inc. $11B · Portland, OR
- Great Valley Advisor Group, LLC vs Plancorp, LLC $11B · Saint Louis, MO
- Great Valley Advisor Group, LLC vs Parallel Advisors, LLC $10B · SAN Francisco, CA
- Great Valley Advisor Group, LLC vs Bartlett & Co. Wealth Management LLC $10B · Cincinnati, OH
- Great Valley Advisor Group, LLC vs Callan Family Office, LLC $10B · Radnor, PA
Background
Questions
How much does Great Valley Advisor Group, LLC manage?
Great Valley Advisor Group, LLC reports $11B in regulatory assets under management across 37,014 accounts, 79% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
How many clients does Great Valley Advisor Group, LLC have?
It reports 36,836 individual clients: 1,769 high-net-worth individuals and 35,067 other individuals. Individuals account for about 87% of its regulatory assets.
Where is Great Valley Advisor Group, LLC headquartered?
Its main office is in Berwyn, Pennsylvania. It reports 73 offices in total and 325 employees, 192 of whom perform investment advisory functions.
How does Great Valley Advisor Group, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Great Valley Advisor Group, LLC use?
It reports LPL Financial as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 29, 2026, it reports these amounts held: LPL Financial ($4.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Great Valley Advisor Group, LLC a hybrid RIA with a broker-dealer?
Great Valley Advisor Group, LLC is a hybrid RIA: 147 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Great Valley Advisor Group, LLC a fiduciary?
As an SEC-registered investment adviser, Great Valley Advisor Group, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 147 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Great Valley Advisor Group, LLC’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →