Great Valley Advisor Group Employee Directory

Q: What is Great Valley Advisor Group known for?

Great Valley Advisor Group was founded in 1982. Great Valley Advisor Group operates in the Financial Services industry.

Q: How many employees does Great Valley Advisor Group have currently?

Great Valley Advisor Group has approximately 27 employees.

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
44

United States Of America
44

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
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
S. D.
Director Of Brand And Strategic Marketing
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

T. V.
Operations Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Jan 07, 2026
K. F.
Asset Management Intern
Mobile Phone
Email
United StatesPennsylvania
Oct 16, 2024
N. S.
Operations Consultant
Mobile Phone
Email
United StatesIowa
Jan 24, 2025
N. A.
Administrative Assistant
Mobile Phone
Email
United StatesPennsylvania
Oct 23, 2025
K. R.
Specialist, Gva Insurance Brokers
Mobile Phone
Email
United StatesPennsylvania
Jan 07, 2026
K. F.
Associate, Business Strategy & Data Analytics
Mobile Phone
Email
United StatesPennsylvania
Jan 07, 2026
D. H.
Specialist, Advisor Technology
Mobile Phone
Email
United StatesPennsylvania
Sep 09, 2025

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 27 employees as of February 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 February 2026, Great Valley Advisor Group's key employees include:

Ceo + Founder: J. J. S.
Chief Compliance Officer: C. D.
Chief Investment Officer: L. J.
President: H. M.
President: S. B.

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