Great Valley Advisor Group, LLC
● SEC registered since 2011CRD 123913SEC# 801-72270Wilmington, DE
Reg. AUM
$10.6B
Employees
325
Accounts
37,014
Location
Wilmington, DE
Great Valley Advisor Group, LLC assets under management
Great Valley Advisor Group, LLC is an investment advisory firm registered with the SEC based in Wilmington, DE. The firm has been registered since 2011. It reports $10.6 billion in regulatory assets under management and employs 325 people.
Great Valley Advisor Group, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheryl Boudwin Derosa Control | Chief Compliance Officer | Under 5% | 2022 |
| Drew Alton Nemeth | Director, Compliance & Operations - Supervisory Principal | Under 5% | 2020 |
| Great Valley Advisor Group, LLC. Control | Owner | Over 75% | 2022 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Great Valley Advisor Group, LLC manage?
Great Valley Advisor Group, LLC reports $10.6 billion in regulatory assets under management on its Form ADV.
How many employees does Great Valley Advisor Group, LLC have?
Great Valley Advisor Group, LLC reports 325 employees.
Where is Great Valley Advisor Group, LLC located?
Great Valley Advisor Group, LLC is based in Wilmington, DE and has been SEC-registered since 2011.
Does Great Valley Advisor Group, LLC disclose fund performance?
Great Valley Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Pennsylvania Ave, Suite 202, Wilmington, DE 19806 |
| Phone | 302-483-7200 |
| Fax | 302-656-1008 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.6B▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$10.6Bregulatory AUM
Discretionary $8.42BNon-discretionary $2.18B