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GREAT VALLEY ADVISOR GROUP, LLC

BERWYN, PA · CRD 123913 · IAPD ↗ · weddingtonadvisors.com · 610-296-7630

$10.60BRegulatory AUM
192Advisory reps
325Employees
55Clients
251-500Planning clients
0Private funds
49States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — GREAT VALLEY ADVISOR GROUP, LLC moved its main office from WILMINGTON, DE to BERWYN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
July 2025 — GREAT VALLEY ADVISOR GROUP, INC. is now doing business as GREAT VALLEY ADVISOR GROUP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
May 2025 — GREAT VALLEY ADVISOR GROUP, INC. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — GREAT VALLEY ADVISOR GROUP, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2025 — GREAT VALLEY ADVISOR GROUP, INC. reported RAUM up 33% ($7.34B -> $9.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — GREAT VALLEY ADVISOR GROUP, INC. grew from 154 to 191 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2025 — GREAT VALLEY ADVISOR GROUP, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — GREAT VALLEY ADVISOR GROUP, INC. notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — GREAT VALLEY ADVISOR GROUP, INC. notice-filed in ID, KY, MS, VT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — GREAT VALLEY ADVISOR GROUP, INC. reported RAUM up 44% ($5.08B -> $7.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2024 — GREAT VALLEY ADVISOR GROUP, INC. grew from 146 to 154 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.