GREAT VALLEY ADVISOR GROUP, LLC ACTIVE IA

Key facts

FINRA firm ID

123913

Firm name

GREAT VALLEY ADVISOR GROUP, LLC

Other names / DBAs

AFFIRMATIVE WEALTH PARTNERS; WOITA & ASSOCIATES; WILLOW RIVER WEALTH MANAGEMENT; WEDDINGTON ADVISORS; WEALTH RIDGE PLANNING; WAITE WEALTH MANAGEMENT; VALOR ASSET MANAGEMENT OF GREAT VALLEY ADVISOR GROUP; VALOR ASSET MANAGEMENT; US WEALTH ROPELEWSKI; US WEALTH QUIRK; US WEALTH OMAN; US WEALTH MANAGEMENT NEWPORT; US WEALTH MANAGEMENT NEW HAVEN; US WEALTH MANAGEMENT; US WEALTH HOWE; US WEALTH FARMINGTON VALLEY; US WEALTH CRAWFORD; US WEALTH CLARKE; US WEALTH BRAINTREE; UNION ADVISORS; U ADVISORS; TWO RIVERS WEALTH MANAGEMENT; TREND WISE WEALTH; TREASURE COAST WEALTH; THOMPSON FINANCIAL; THE RIDGEVIEW GROUP WEALTH MANAGEMENT; THE READY GROUP; THE NEXT LEVEL PLANNING & WEALTH MANAGEMENT; THE CAPITAL LEGACY, LLC; SWAN WEALTH MANAGEMENT GROUP, INC.; STRAIGHT FORWARD FINANCIAL; STONECREEK WEALTH MANAGEMENT; STONECREEK FINANCIAL; STONEBRIDGE WEALTH MANAGEMENT; SMILER FINANCIAL; SIMPLIFIED FINANCIAL LLC; SENTIENT WEALTH GROUP; SAPPHIRE WEALTH ADVISORY, INC.; SALT FINANCIAL, LLC; SALT FINANCIAL GROUP LLC; ROSENAU FINANCIAL ADVISORS; ROPE FINANCIAL; ROCK ISLAND FINANCIAL; PURSUIT WEALTH MANAGEMENT; PRESTIGE WEALTH PARTNERS LLC; PETERS FINANCIAL PLANNING CORPORATION; PEAKHAVEN ASSET MANAGEMENT; PARAGON WEALTH MANAGEMENT; P.M.A WEALTH MANAGEMENT; OPULENCE WEALTH MANAGEMENT; OPTIMAL WEALTH SERVICES; OC WEALTH MANAGEMENT, INC.; OAKPOINT WEALTH MANAGEMENT; NORTH POINT ADVISOR GROUP; NEXA FINANCIAL GROUP; NEW PERSPECTIVE FINANCIAL GROUP; NAUTIC FINANCIAL GROUP, LLC.; MILLSTONE WEALTH MANAGEMENT; MERIDIAN RETIREMENT PLANNING SERVICES; MERIDIAN FINANCIAL SERVICES; MDA WEALTH MANAGEMENT; MARON FINANCIAL SOLUTIONS; KNIGHT WEALTH MANAGEMENT, INC.; KAVE FAMILY FINANCIAL; KARP FINANCIAL SERVICES INC.; JUPITER WEALTH PLANNING; JERVEY GENESIS WEALTH MANAGEMENT SOLUTIONS; JEFFRUB WEALTH MANAGEMENT; J W JOSEPHS FINANCIAL; INNOVATIVE PLANNING GROUP - IPG; HART WEALTH MANAGEMENT; HART ASSET MANAGEMENT LLC; HARDING CAPITAL MANAGEMENT, LLC; HAAS FINANCIAL GROUP; GVA WEALTH MANAGEMENT; GVA RETIREMENT PARTNERS; GVA ASSET MANAGEMENT; GRIFFITHS FINANCIAL SERVICES; GREAT VALLEY WEALTH MANAGEMENT; GREAT VALLEY ADVISORS RETIREMENT PARTNERS; GREAT VALLEY ADVISORS 401K CONSULTING; GREAT VALLEY ADVISOR GROUP, LLC; GREAT VALLEY ADVISOR GROUP, INC.; GREAT VALLEY ADVISOR GROUP; GORNITZKY SAGE WEALTH MANAGEMENT GROUP, INC.; GAINES FINANCIAL GROUP; FORMATION FINANCIAL; FLEISCHAUER FINANCIAL MANAGEMENT, INC.; FITCH AND STRONG GROUP; FIRST LIGHT FINANCIAL; ENDEAVR WEALTH PLANNING; DSB ROCK ISLAND WEALTH MANAGEMENT, LLC.; DOYLESTOWN WEALTH MANAGEMENT, INC.; DOWNINGTOWN FINANCIAL; DIVERSIFIED WEALTH MANAGEMENT OF OK, LLC; COVINGTON ALSINA; CORNERSTONE PORTFOLIOS, LLC; CONSILIUM PRIVATE WEALTH; CLINTON WEALTH MANAGEMENT; CLEAR WEALTH PLANNING SOLUTIONS; CHRIS SMITH WEALTH MANAGEMENT; CHEW FINANCIAL GROUP; CHESTER SPRINGS FINANCIAL GROUP, LLC; CHESAPEAKE FINANCIAL PARTNERS; CAPPY'S FINANCIAL PLANNING LLC; CAPELLA WEALTH MANAGEMENT; BOYAR WEALTH MANAGEMENT, INC.; BLOSSOM FINANCIAL; BIG HORN FINANCIAL SERVICES, LLC; BEYOND WEALTH FINANCIAL ADVISORS; BERNICKE WEALTH MANAGEMENT - WOODBURY; BERNICKE WEALTH MANAGEMENT; BAY STREET WEALTH PARTNERS; BAVIELLO INVESTMENT MANAGEMENT; BANTZ FINANCIAL GROUP; BALANCED INVESTMENT STRATEGIES, INC.; ARTHUR LEA INVESTMENTS; AMERICAN WEALTH EXECUTIVES, LLC; AMERICAN WEALTH EXECUTIVES LLC; ALLIANCE WEALTH MANAGEMENT, INC.; ALLEN FINANCIAL SERVICES; ALAN PETER & ASSOCIATES

IA scope

ACTIVE

SEC IA file

801-72270

Branches

199

Disclosure events

No

HQ

WILMINGTON, DE, 19806, United States

Run KYC screen

Check GREAT VALLEY ADVISOR GROUP, LLC across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗