firm profile
Great Valley Advisor Group, LLC
Overview
Great Valley Advisor Group, LLC is an SEC registered investment adviser based in Berwyn, PA, registered since 2011. It reports $10.6B in assets under management across 37,014 accounts, with 325 employees. It has 181 investment adviser representatives.
- Reported AUM
- $10.6B
- Discretionary
- 79%
- Accounts
- 37,014
- Average account
- $286K
- Employees
- 325
- Advisory reps
- 181
- Registered since
- 2011
- Jurisdictions
- 49
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 6
- James J Spinelli Chief Executive Officer CRD 6292205
- Drew Alton Nemeth Director, Compliance and Operations - Supervisory Principal CRD 4520631
- Michael Joseph Dedda Managing Partner CRD 2377387
3 more executive officers, with direct contact details
Advisory reps 3 of 181
- Patrick Marc Abrunzo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5732138
- Jeffrey Marc Alexander Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2362864
- Michael D Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 873728
178 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 920 Cassatt Rd Ste 202
Berwyn, PA 19312 - County
- Chester
- Metro area
- Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
- Region
- Northeast
Registrations
- SEC registered
- Registered in 49 jurisdictions
- Website: uswealthnewport.com
Every state, with registration dates
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- Envestnet Retirement Solutions, LLCBerwyn, PA$16.3B AUM
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