Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $7,343,187,109 in 24,276 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management7,343MILLION
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Spinelli (CRD# 6292205) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Ruth Stene (CRD# 6994634) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 5 years of experience in the finance industry.
Tenner Stoe (CRD# 6791323) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 6 years of experience in the finance industry.
Mitchell Stolba (CRD# 2492875) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 29 years of experience in the finance industry.
Christopher Tamagno (CRD# 4655079) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 20 years of experience in the finance industry.
Kyle Thomas (CRD# 5478068) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 15 years of experience in the finance industry.
Jay Thompson (CRD# 2379212) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.
Ryan Todd (CRD# 3093364) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Chester Springs, PA and has over 25 years of experience in the finance industry.
Paul Tourville (CRD# 2229047) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 31 years of experience in the finance industry.
Richard Tyroler (CRD# 4188354) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.