# GREAT VALLEY ADVISOR GROUP, LLC

> FINRA firm 123913 · ACTIVE · WILMINGTON, DE

## Key facts

- **FINRA firm ID:** 123913
- **Firm name:** GREAT VALLEY ADVISOR GROUP, LLC
- **Other names:** 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
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-72270
- **Branches:** 199
- **Has disclosure events:** No
- **Headquarters:** WILMINGTON, DE, 19806, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/123913

## Citation

> FINRA BrokerCheck, firm 123913 (GREAT VALLEY ADVISOR GROUP, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/123913.

---

*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*