Great Valley Advisor Group
Financial Services • 
Tredyffrin, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | 920 Cassatt Rd, Suite 202, Berwyn, Pennsylvania 19312, US |
| Phone number | +13024837200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Registered Investment Advisor, Compliance, Fintech, Financial Technology, Succession Solutions, Cpa Alliance, Cross Platform Program, Hybrid Ria Model, Seamless Transition Assistance, Service & Technology |
| Founded | 1982 |
| Employees | 21-50 |
| Socials |
Key Contacts at Great Valley Advisor Group
James J. Spinelli
Founder & Ceo
Michelle Duff
Director Of Operations & Transitions
Jason Kell
Director, Retirement Plan Specialist
Ryan Todd
Owner/Cpa
Eric Hough
Director Of Asset Management
J Kell
Director
Great Valley Advisor Group Email Formats
Great Valley Advisor Group uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@greatvalleyadvisors.com), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@greatvalleyadvisors.com | 56.2% |
{first initial}{last name} | jdoe@greatvalleyadvisors.com | 31.2% |
{second initial}{last name} | odoe@greatvalleyadvisors.com | 12.5% |
About Great Valley Advisor Group
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.
Great Valley Advisor Group revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $800,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Great Valley Advisor Group has 13 employees across 6 departments.
Departments
Number of employees
Funding Data
Great Valley Advisor Group has never raised funding before.
Great Valley Advisor Group Tech Stack
Discover the technologies and tools that power Great Valley Advisor Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
JavaScript libraries
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CDN
JavaScript libraries
Programming languages
Hosting
Blogs
Analytics
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Font scripts
Korea, Republic of
United Kingdom
Frequently asked questions
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