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GREAT VALLEY ADVISOR GROUP, LLC
CRD 123913File 801-72270
APPROVED
Retail clients
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.60B
Top 10% of cohort (national)
Discretionary AUM
$8.42B
Non-discretionary $2.18B
Clients
37,014
37,014 accounts
Employees
325
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 8, 2011
- Principal office
- 920 CASSATT ROAD, SUITE 202, BERWYN, PA, 19312
- Phone
- 610-296-7630
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.60B
- Discretionary AUM
- $8.42B
- Non-discretionary AUM
- $2.18B
- Discretionary accounts
- 32,469
- Non-discretionary accounts
- 4,545
- Total accounts
- 37,014
- AUM per client
- $286K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,769 | $3.86B |
| Pension and profit sharing plans | 178 | $1.34B |
| Individuals (other than high net worth individuals) | 35,067 | $5.40B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 333 | 325 | decreased by8 |
| Apr 1, 2026 | Clients | 33,099 | 37,014 | increased by3,915 |
| Apr 1, 2026 | AUM | $9,732,148,499 | $10,599,707,027 | increased by$867,558,528 |
| Apr 1, 2026 | Accounts | 33,099 | 37,014 | increased by3,915 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 127 | 333 | increased by206 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11,141 | 33,099 | increased by21,958 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,489,786,314 | $9,732,148,499 | increased by$5,242,362,185 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17,488 | 33,099 | increased by15,611 |
| Apr 1, 2022 | Employees | 130 | 127 | decreased by3 |
| Apr 1, 2022 | Clients | 10,068 | 11,141 | increased by1,073 |
| Apr 1, 2022 | AUM | $4,004,355,590 | $4,489,786,314 | increased by$485,430,724 |
| Apr 1, 2022 | Accounts | 15,340 | 17,488 | increased by2,148 |
| Aug 1, 2021 | Employees | 144 | 130 | decreased by14 |
| Aug 1, 2021 | Clients | 11,754 | 10,068 | decreased by1,686 |
| Aug 1, 2021 | AUM | $2,971,462,547 | $4,004,355,590 | increased by$1,032,893,043 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREAT VALLEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREAT VALLEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.