Great Valley Advisor Group logo

Great Valley Advisor Group Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Great Valley Advisor Group is a technology-enabled, full-service Registered Investment Advisor that partners with select independent financial advisors to streamline their businesses. The firm provides investment strategies, compliance solutions, back-office and operational support, and a comprehensive technology suite to support advisory practices. Based in Berwyn, Pennsylvania, it operates as a mid-sized firm within the financial services industry, focusing on increasing efficiency for independent advisers. 

It serves independent financial advisors and their practices seeking scalable infrastructure and integrated support across investment, compliance, and operations. Its approach centers on delivering cohesive services that help advisers manage regulatory requirements and day-to-day tasks more effectively. In October 2025, the company announced the appointment of Eric Hough as Director of Asset Management, specializing in Alternative Investments.

Find Great Valley Advisor Group employees' phone numbers or email addresses

Great Valley Advisor Group Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

Asia
2

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  • United Arab Emirates
    2

Great Valley Advisor Group's Leadership

  • Stylized image of a person
    J. J. S.
    Ceo + Founder
    Phone icon
  • Stylized image of a person
    T. C.
    Chief Growth Officer
    Phone icon
  • Stylized image of a person
    C. D.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    L. J.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    E. P.
    Chief Market Strategist
    Phone icon
  • Stylized image of a person
    H. M.
    President
    Phone icon
  • Stylized image of a person
    S. B.
    President
    Phone icon
  • Stylized image of a person
    R. T.
    Owner/Cpa
    Phone icon

Great Valley Advisor Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Community & Social Services
  • Other

Contact profiles from Great Valley Advisor Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. C.
    Chief Growth Officer
    Phone icon
    United StatesPennsylvania
    Apr 07, 2026
  • Stylized image of a person
    J. J. S.
    Ceo + Founder
    Phone icon
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    C. D.
    Chief Compliance Officer
    Phone icon
    United StatesDelaware
    Jun 03, 2026
  • Stylized image of a person
    R. T.
    Owner/Cpa
    Phone icon
    United StatesMississippi
    Jun 08, 2026
  • Stylized image of a person
    H. M.
    President
    Phone icon
    United StatesPennsylvania
    Jun 27, 2025
  • Stylized image of a person
    L. J.
    Chief Investment Officer
    Phone icon
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    M. D.
    Managing Partner
    Phone icon
    Jan 01, 2024
  • Stylized image of a person
    S. B.
    President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    E. P.
    Chief Market Strategist
    Phone icon
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    S. D.
    Director Of Brand And Strategic Marketing
    Phone icon
    United StatesPennsylvania
    Jan 07, 2026

Frequently Asked Questions

What is Great Valley Advisor Group known for?

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Great Valley Advisor Group was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 920 Cassatt Road Suite 202 Berwyn, Pennsylvania 19312 United States. Explore Great Valley Advisor Group's company overview page for more information.

What is Great Valley Advisor Group's most common email format?

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Great Valley Advisor Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Great Valley Advisor Group email formats with LeadIQ.

How many employees does Great Valley Advisor Group have currently?

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Great Valley Advisor Group has approximately 30 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Great Valley Advisor Group's key employees and leadership?

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As of June 2026, Great Valley Advisor Group's key employees include:

  • Ceo + Founder: J. J. S.
  • Chief Growth Officer: T. C.
  • Chief Compliance Officer: C. D.
  • Chief Investment Officer: L. J.
  • Chief Market Strategist: E. P.

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