Great Valley Advisor Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated April 28, 2026, reports $10.6B in regulatory assets under management, 325 employees, 72 offices, and 37,014 accounts.
Assets Under Management
$10.6B
Employees
325
Offices
72 offices
Total Clients
37,014
Primary office
WILMINGTON, DE
1200 PENNSYLVANIA AVE, SUITE 202, WILMINGTON, DE, United States
Top client segmentIndividuals represent 94.7% of total clients.
Top client categories% of clientsClients
1
Individuals
94.7%
35,067
2
HNWI
4.8%
1,769
3
Pension Plans
0.5%
178
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.6Bas of April 28, 2026
Discretionary79.5%
$8.4B
79% of total RAUM79.5%
Non-discretionary20.5%
$2.2B
21% of total RAUM20.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.6B
Total Accounts37,014
10Y AUM Change+$9.8B (+1184.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees325
Clients per Employee114:1
10Y Employee Change+230 (+242.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.