Great Valley Advisor Group, Inc.

Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $519,582,270 in 3,438 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

Financial Advisors at Great Valley Advisor Group, Inc.
Showing 1 - 10 of 41 top financial advisors.
1
Haralds Bondaris
CRD#: 5302042
Two Carlson Pkwy, Suite 155, Plymouth, MN 55447
96
Wealthminder
score

Haralds Bondaris (CRD# 5302042) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 8 years of experience in the finance industry. Haralds Bondaris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Callahan
CRD#: 2684696
165 W Ashland Street, Doylestown, PA 18901
96
Wealthminder
score

Richard Callahan (CRD# 2684696) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 20 years of experience in the finance industry. Richard Callahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin A. Rhodes
CRD#: 1907761
2987 Corporate Court, Suite 300, Orefield, PA 18069
96
Wealthminder
score

Kevin Rhodes (CRD# 1907761) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orefield, PA and has over 19 years of experience in the finance industry. Kevin Rhodes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mitchell D. Stolba
CRD#: 2492875
Two Carlson Parkway, Suite 155, Plymouth, MN 55447
96
Wealthminder
score

Mitchell Stolba (CRD# 2492875) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 22 years of experience in the finance industry.

5
Louis C. Baviello
CRD#: 6001268
600 Wyndhurst Ave., Suite 230, Lemoyne, PA 17043
93
Wealthminder
score

Louis Baviello (CRD# 6001268) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Lemoyne, PA and has over 5 years of experience in the finance industry.

6
Traci L. Blossom
CRD#: 5471298
West 20 Main Street Ste B, Marshall, WI 53559
93
Wealthminder
score

Traci Blossom (CRD# 5471298) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Marshall, WI and has over 8 years of experience in the finance industry.

7
Sean D. Daly
CRD#: 5438051
13355 George Weber Drive, Suite S, Rogers, MN 55374
93
Wealthminder
score

Sean Daly (CRD# 5438051) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Rogers, MN and has over 8 years of experience in the finance industry.

8
Michael G. Dolezal
CRD#: 5224587
1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806
93
Wealthminder
score

Michael Dolezal (CRD# 5224587) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 10 years of experience in the finance industry.

9
Jeffrey D. Donohue
CRD#: 4527578
165 W. Ashland St., Doylestown, PA 18901
93
Wealthminder
score

Jeffrey Donohue (CRD# 4527578) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 14 years of experience in the finance industry.

10
David E. Hopkins
CRD#: 5595380
2411 N Hillcrest Pkwy N, Suite 4, Altoona, WI 54720
93
Wealthminder
score

David Hopkins (CRD# 5595380) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 8 years of experience in the finance industry.

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