Great Valley Advisor Group, Inc.

Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $5,084,083,044 in 21,345 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,084
    MILLION
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Great Valley Advisor Group, Inc.
Showing 11 - 20 of 131 top financial advisors.
11
April L. Breheim
CRD#: 5625965
609 State Hwy 54, Suite #300, Black River Falls, WI 54615

April Breheim (CRD# 5625965) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Black River Falls, WI and has over 14 years of experience in the finance industry.

12
Leif J. Briel
CRD#: 5281037
601 Carlson Pkwy, Ste 925, Minnetonka, MN 55305

Leif Briel (CRD# 5281037) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Minnetonka, MN and has over 12 years of experience in the finance industry.

13
Gregg C. Buxton
CRD#: 2029259
3837 Nw Boca Raton Blvd, Boca Raton, FL 33134

Gregg Buxton (CRD# 2029259) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.

14
Richard J. Callahan
CRD#: 2684696
165 W Ashland Street, Doylestown, PA 18901

Richard Callahan (CRD# 2684696) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 28 years of experience in the finance industry.

15
Michael Capriotti
CRD#: 7056993
2424 East York Street, Suite 301b, Philadelphia, PA 19125

Michael Capriotti (CRD# 7056993) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Philadelphia, PA and has over 5 years of experience in the finance industry.

16
Jonathan W. Childs
CRD#: 6285179
1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806

Jonathan Childs (CRD# 6285179) 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.

17
Robert D. Crawford
CRD#: 1135287
Pasadena, CA

Robert Crawford (CRD# 1135287) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Pasadena, CA and has over 27 years of experience in the finance industry.

18
Omar F. Cujar
CRD#: 4620649
1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806

Omar Cujar (CRD# 4620649) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 20 years of experience in the finance industry.

19
Michael R. Danjczek
CRD#: 5238835
30 W. Main Street, Berryville, VA 22611

Michael Danjczek (CRD# 5238835) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berryville, VA and has over 17 years of experience in the finance industry.

20
Michael J. Dedda
CRD#: 2377387
1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806

Michael Dedda (CRD# 2377387) 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.

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