Great Valley Advisor Group, Inc.

Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $825,343,084 in 5,657 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    825
    MILLION
  • Total Number of Accounts
    5,657
    ACCOUNTS
  • Average Account Value
    $145,898
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, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI

Financial Advisors at Great Valley Advisor Group, Inc.
Showing 1 - 10 of 61 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 10 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 22 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
Kenneth R. Divelbiss
CRD#: 1992965
2720 Washington Dr Suite 100, Norman, OK 73069
96
Wealthminder
score

Kenneth Divelbiss (CRD# 1992965) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Norman, OK and has over 23 years of experience in the finance industry. Kenneth Divelbiss 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
Emil A. Fleischauer
CRD#: 1493167
11100 Wayzata Blvd, Suite 102, Minnetonka, MN 55305
96
Wealthminder
score

Emil Fleischauer (CRD# 1493167) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Minnetonka, MN and has over 22 years of experience in the finance industry.

5
David E. Hopkins
CRD#: 5595380
903 S Hillcrest Pkwy, Altoona, WI 54720
96
Wealthminder
score

David Hopkins (CRD# 5595380) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 9 years of experience in the finance industry. David Hopkins 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.

6
Andrew M. Houte
CRD#: 4586318
1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806
96
Wealthminder
score

Andrew Houte (CRD# 4586318) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry. Andrew Houte 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.

7
James P. Karthaus
CRD#: 2974094
Doylestown, PA
96
Wealthminder
score

James Karthaus (CRD# 2974094) 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. James Karthaus 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.

8
Jason O'meara
CRD#: 5945646
Doylestown, PA
96
Wealthminder
score

Jason O'meara (CRD# 5945646) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry. Jason O'meara 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.

9
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 23 years of experience in the finance industry.

10
Timothy D. Bacon
CRD#: 1338849
9 Old Lincoln Highway, Malvern, PA 19335
93
Wealthminder
score

Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Malvern, PA and has over 33 years of experience in the finance industry.

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