Data / Investment advisers / Pennsylvania / Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC, Berwyn, PA: $10.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Great Valley Advisor Group, LLC is an SEC registered investment adviser with its main office in Berwyn, Pennsylvania and reports $10.6 billion in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Great Valley Advisor Group, LLC (CRD number 123913): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 123913
- SEC file number
- 801-72270
- SEC status
- Approved, effective April 8, 2011
- Main office
- 920 Cassatt Road Suite 202, Berwyn, PA 19312
- Phone
- (610) 296-7630
- Website
- greatvalleyadvisors.com
- Regulatory AUM
- $10,599,707,027 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $8,424,263,917
- Non discretionary AUM
- $2,175,443,110
- Accounts
- 37,014
- Employees
- 325, of which 192 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 72
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 35,067 | $5.40 billion |
| High net worth individuals | 1,769 | $3.86 billion |
| Pension and profit sharing plans | 178 | $1.34 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $10.60 billion | March 27, 2026 |
| December 1, 2025 | $9.73 billion | November 20, 2025 |
Other advisers in Berwyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Envestnet PMC | Berwyn | $614.93 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Portfolio Solutions, Inc. | Berwyn | $17.35 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Retirement Solutions, LLC | Berwyn | $16.30 billion | Not listed | adviserinfo.sec.gov |
| Chartwell Investment Partners, LLC | Berwyn | $12.97 billion | 1 | adviserinfo.sec.gov |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | Not listed | adviserinfo.sec.gov |
| Sterling Investment Advisors LTD. | Berwyn | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Ac Wealth Partners | Berwyn | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Berwyn, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Great Valley Advisor Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.