What departments does Great Valley Advisor Group have?

Great Valley Advisor Group has employees across 7 departments including Finance, Marketing, Operations, Information Technology, Legal.

What is the largest department at Great Valley Advisor Group?

The largest department at Great Valley Advisor Group is Marketing with 2 employees.

Where are Great Valley Advisor Group employees located globally?

Great Valley Advisor Group has employees across 2 continents and 2 countries including United Arab Emirates, United States Of America.

How has Great Valley Advisor Group's team size changed over time?

Great Valley Advisor Group's team has remained stable from approximately 25 to 25 employees based on available data.

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Great Valley Advisor Group Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available.

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

Great Valley Advisor Group Global Highlights

North America
46

United States Of America
46

Asia
2

United Arab Emirates
2

Great Valley Advisor Group's Leadership

J. J. S.
Ceo + Founder
Mobile Phone
Email
C. D.
Chief Compliance Officer
Mobile Phone
Email
L. J.
Chief Investment Officer
Mobile Phone
Email
E. P.
Chief Market Strategist
Mobile Phone
Email
H. M.
President
Mobile Phone
Email
S. B.
President
Mobile Phone
Email
R. T.
Owner/Cpa
Mobile Phone
Email
M. D.
Managing Partner
Mobile Phone
Email

Great Valley Advisor Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Legal
Accounting
Community & Social Services
Other

Contact profiles from Great Valley Advisor Group

Name

Title

Contact Info

Location

Last Update

J. K.
Director, Retirement Plan Specialist
Mobile Phone
Email
United StatesPennsylvania
Mar 17, 2026
E. H.
Director, Asset Management
Mobile Phone
Email
Mar 05, 2026
M. H.
Director, Ria Compliance
Mobile Phone
Email
United StatesDelaware
Mar 05, 2026
C. G.
Director Of Operations
Mobile Phone
Email
Oct 21, 2024
N. M.
Manager, Advisor Technology
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2026
K. D.
Executive Assistant/Marketing Manager
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2026
N. D.
Senior Associate, Asset Management
Mobile Phone
Email
United StatesMississippi
Mar 05, 2026
D. N.
Supervisory Principal
Mobile Phone
Email
United StatesPennsylvania
Mar 25, 2026
T. C.
General Counsel
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2026
R. M.
Associate, Business Strategy
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2026

Frequently Asked Questions

What is Great Valley Advisor Group known for?

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?

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?

Great Valley Advisor Group has approximately 28 employees as of March 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Ceo + Founder: J. J. S.
Chief Compliance Officer: C. D.
Chief Investment Officer: L. J.
Chief Market Strategist: E. P.
President: H. M.

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