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
Stephen Waite (CRD# 6045241) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Morrisonville, NY and has over 7 years of experience in the finance industry.
Kristie Weber (CRD# 5181468) 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.
Joshua Wilde (CRD# 5120418) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Bemidji, MN and has over 17 years of experience in the finance industry.
Paul Woita (CRD# 1372854) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 38 years of experience in the finance industry.
Jordan Wold (CRD# 6269961) 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.
Timothy Zenker (CRD# 5072001) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 18 years of experience in the finance industry.
Katherine Aubart (CRD# 6613881) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 3 years of experience in the finance industry.
Peter Augustine (CRD# 2784185) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 27 years of experience in the finance industry.
Anthony Benz (CRD# 7009881) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 4 years of experience in the finance industry.
Aaron Brandt (CRD# 6429446) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 6 years of experience in the finance industry.