RIA Intel›Advisers›Delaware›GREAT VALLEY ADVISOR GROUP, LLC

GREAT VALLEY ADVISOR GROUP, LLC

Advisory

N·WILMINGTON, DE

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$9.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+17.8%
Employees
191
Assets Under Management
Total AUM$9.7B
Discretionary AUM$7.7B
Non-Discretionary AUM$2.1B
Discretionary %78.8%
Total Clients33,099
Team
Total Employees191
Investment Advisers333
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record169
First FilingMar 31, 2011
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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