James Spinelli, COO & Managing Director, Great Valley Advisor Group joined Julie Cooling, Founder & CEO, RIA Channel to discuss GVA’s full-service approach to helping advisors grow their business.
Great Valley Advisor Group is an independent, growth-focused RIA with roughly $4.5B in AUM (as of 3/31/22) and over 125 advisors nationwide. GVA offers independent advisors and RIA affiliates an open architecture platform, full tech stack, in-house asset management and due diligence, compliance and back office support, as well as valuation consulting. A core differentiator is the firm’s strong network of advisors, experience in building a multi-billion dollar firm, and industry partnerships. “The team is focused on helping advisors to not only get up and running, but also to support advisors in achieving their goals and building their practices,” says Spinelli.
To learn more:
Great Valley Advisor Group – Home
Great Valley Advisor Group – Solutions
Great Valley Advisor Group – Ways to Affiliate
Great Valley Advisor Group – Blog