# Great Valley Advisor Group

Great Valley Advisor Group is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** Wilmington, DE, United States
- **Founded:** 2014
- **Assets under management:** $10B+
- **Website:** greatvalleyadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/great-valley-advisor-group

## Regulatory record

- **CRD number:** 123913
- **SEC file number:** 801-72270
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123913

## About

Great Valley Advisor Group was established in 1986 and operates from Wilmington, Delaware. The firm registered with the SEC as an investment adviser, functioning as an independent entity rather than a division of a larger financial institution. This independence allows it to serve individuals, high-net-worth families, corporations, trusts, and charitable organizations without proprietary product mandates. As a wealth management RIA, Great Valley Advisor Group constructs portfolios across equities, fixed income, and mutual funds, with asset allocation tailored to client risk profiles. The firm also provides comprehensive financial planning, covering retirement, estate, and tax-aware strategies. Its advisory model relies on discretionary portfolio management, where investment decisions are made on behalf of the client, rather than a brokerage model. The typical client profile includes business owners, professionals, and trustees seeking a fiduciary adviser with local accessibility. The firm maintains a lean operational footprint, with its sole office in Wilmington. While it does not operate large-scale institutional separate accounts or private-label funds, its structure permits direct oversight of client assets through third-party custodians. The professional team size and total assets under management are not publicly disclosed. This opacity is common for privately held RIAs that do not report to industry databases. In the absence of publicly announced team expansions or office openings, the firm's trajectory appears steady-state, focused on continuity of client service. Great Valley Advisor Group's structural distinction lies in its independent RIA model within a market often dominated by bank-affiliated wealth managers and national wirehouses. Operating without a parent bank's balance sheet or a brokerage firm's product shelf, the firm is legally obligated to a fiduciary standard. This regulatory posture, combined with its unbroken 40-year history under the same primary identity, creates an architecture of trust that established advisory firms leverage as a competitive moat in the high-net-worth segment.

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Last updated: 2026-08-11T02:43:31.692Z

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