Great Valley Advisor Group, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$10,599,707,027 as of October 2026, filing dated September 29, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Also doing business as

AFFIRMATIVE WEALTH PARTNERS, ALAN PETER & ASSOCIATES, ALLEN FINANCIAL SERVICES, ALLIANCE WEALTH MANAGEMENT, INC., AMERICAN WEALTH EXECUTIVES LLC, BALANCED INVESTMENT STRATEGIES, INC., BANTZ FINANCIAL GROUP, BAY STREET WEALTH PARTNERS, BEYOND WEALTH FINANCIAL ADVISORS, BLACK DIAMOND FINANCIAL GROUP, BLOSSOM FINANCIAL, BOYAR WEALTH MANAGEMENT, INC., CAPPY'S FINANCIAL PLANNING LLC, CHESAPEAKE FINANCIAL PLANNERS, CHESTER SPRINGS FINANCIAL GROUP, LLC, CHEW FINANCIAL GROUP, CHRIS SMITH WEALTH MANAGEMENT, CLEAR WEALTH PLANNING SOLUTIONS, CONSILIUM PRIVATE WEALTH, CORNERSTONE FINANCIAL MANAGEMENT, DEATON PRICE, DIVERSIFIED WEALTH MANAGEMENT OF OK, LLC, DOYLESTOWN WEALTH MANAGEMENT, INC., DSB ROCK ISLAND WEALTH MANAGEMENT, LLC., ENDEAVR FINANCIAL PLANNING & WEALTH MANAGEMENT, FIRST LIGHT FINANCIAL, FORMATION FINANCIAL, GAINES FINANCIAL GROUP, GATEFIELD WEALTH MANAGEMENT, GORNITZKY SAGE WEALTH MANAGEMENT GROUP, INC., GREAT VALLEY ADVISOR GROUP, GREAT VALLEY ADVISORS RETIREMENT PARTNERS, GRIFFITHS FINANCIAL SERVICES, GVA ASSET MANAGEMENT, GVA RETIREMENT PARTNERS, GVA WEALTH MANAGEMENT, HAAS FINANCIAL GROUP, HART ASSET MANAGEMENT LLC, HART WEALTH MANAGEMENT, INNOVATIVE PLANNING GROUP - IPG, JEFFRUB WEALTH MANAGEMENT, JERVEY GENESIS WEALTH MANAGEMENT SOLUTIONS, JUPITER WEALTH PLANNING, KARP FINANCIAL SERVICES INC., KAVE FAMILY FINANCIAL, KNIGHT WEALTH MANAGEMENT, INC., LEGACY FINANCIAL GROUP, MDA WEALTH MANAGEMENT, MILLSTONE WEALTH MANAGEMENT, NEXA FINANCIAL GROUP, NORTH POINT ADVISOR GROUP, OAKPOINT WEALTH MANAGEMENT, OC WEALTH MANAGEMENT, INC., OPTIMAL WEALTH SERVICES, OPULENCE WEALTH MANAGEMENT, P.M.A WEALTH MANAGEMENT, PARAGON WEALTH MANAGEMENT, PEAKHAVEN ASSET MANAGEMENT, PURSUIT WEALTH MANAGEMENT, ROPE FINANCIAL, SAPPHIRE WEALTH ADVISORY, INC., SENTIENT WEALTH GROUP, SIMPLIFIED FINANCIAL LLC, SMILER FINANCIAL, STONEBRIDGE WEALTH MANAGEMENT, STRAIGHT FORWARD FINANCIAL, SWAN WEALTH MANAGEMENT GROUP, INC., THE CAPITAL LEGACY, LLC, THE LIMBORG GROUP, THE NEXT LEVEL PLANNING & WEALTH MANAGEMENT, THE READY GROUP, THE RIDGEVIEW GROUP WEALTH MANAGEMENT, THE SCHERVEN GROUP, THE TEMPLETON GROUP, TREASURE COAST WEALTH, TREND WISE WEALTH, TWO RIVERS WEALTH MANAGEMENT, US WEALTH CLARKE, US WEALTH CRAWFORD, US WEALTH HOWE, US WEALTH MANAGEMENT NEWPORT, US WEALTH OMAN, US WEALTH QUIRK, VIRTUS WEALTH MANAGEMENT, WAITE WEALTH MANAGEMENT, WEALTH RIDGE PLANNING, WEDDINGTON ADVISORS, WILLOW RIVER WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2011 (15 years)

Employees

Total: 325. Performing investment advisory functions: 192.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

70 other offices, as of the October 2026 filing

Allentown, PAAltoona, WIAmery, WIAtlantic, IABangor, PABerryville, VABerwyn, PABlack River Falls, WIBloomington, MNBoca Raton, FLBonita Springs, FLBraintree, MABrookfield, WIBurnsville, MNChester Springs, PAColumbia, SCCrofton, MDDenver, PADoylestown, PAEau Claire, MNEau Claire, WIEdina, MNFairhope, ALForest Hill, MDHarlan, IAHarvard, MAHudson, WIJupiter, FLKutztown, PALincolnton, NCLong Lake, MNMahtomedi, MNMaple Grove, MNMarietta, GAMarshall, WIMendota Heights, MNMiddleburg, VAMiddletown, DEMinnetonka, MNMound, MNNew York, NYNewport, RINewton, NJNewtown, PANorman, OKNorth Haven, CTPalm Beach Gardens, FLParkland, FLPasadena, CAPhiladelphia, PAPort Charlotte, FLRaleigh, NCRiver Falls, WIRoanoke, VARock Hill, SCRoyal Oak, MIScottsdale, AZSouthlake, TXSparta, NJStillwater, MNStuart, FLTiverton, RIWagener, SCWaukesha, WIWayzata, MNWest Chester, PAWhitehall, WIWilmington, DEWoodbury, MNYardley, PA

States registered or notice-filed

49 states or jurisdictions

AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $4,004,355,590 in the October 2021 data and $10,599,707,027 in the October 2026 data, up 165%.

Total employees: 130 in October 2021 and 325 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name J W Josephs Financial.
   • Added the business name Virtus Wealth Management.
   • Added the business name The Templeton Group.
   • Added the business name Legacy Financial Group.
   • Added the business name Gatefield Wealth Management.
   • Added the business name Deaton Price.
   • Added the business name Cornerstone Financial Management.
   • Added the business name Black Diamond Financial Group.
   • Added an office in Columbia, SC.
   • Added an office in Denver, PA.
   • Added an office in Harvard, MA.
   • Added an office in Jupiter, FL.
   • Added an office in Southlake, TX.
2. September 2026
   • No longer lists the business name Endeavr Wealth Planning.
   • Added the business name The Scherven Group.
   • Added the business name The Limborg Group.
   • Added the business name Endeavr Financial Planning & Wealth Management.
   • Added an office in Minnetonka, MN.
   • Added an office in Mound, MN.
   • Added an office in Stillwater, MN.
   • Added an office in Wilmington, DE.
3. August 2026
   • Added an office in Bloomington, MN.
   • No longer lists an office in Edina, MN.
   • Updated its list of owners and control persons (Schedule A).
4. July 2026
   • No longer lists the business name Chesapeake Financial Partners.
   • Added the business name Chesapeake Financial Planners.
   • Changed its office addresses in Fairhope, AL.
   • Added an office in River Falls, WI.
5. June 2026
   • Changed its office addresses in Edina, MN.
6. May 2026
   • Changed its office addresses in Atlantic, IA.
   • Added an office in Newton, NJ.
   • No longer lists an office in Cape Coral, FL.
7. April 2026
   • Employees performing advisory functions went from 191 to 192.
   • Added an office in Bangor, PA.
   • Added an office in Cape Coral, FL.
   • Added an office in Edina, MN.
   • Added an office in Wagener, SC.
8. March 2026
   • Added the business name Hart Asset Management LLC.
   • Added an office in Parkland, FL.
   • Added an office in Wayzata, MN.
   • Added an office in Whitehall, WI.
   • No longer lists an office in St. Louis Park, MN.
9. February 2026
   • Added an office in Middleburg, VA.
10. January 2026
    • No longer lists the business name Big Horn Financial Services, LLC.
    • No longer lists an office in Bemidji, MN.
11. December 2025
    • Added the business name Consilium Private Wealth.
    • Added the business name American Wealth Executives LLC.
    • Added an office in Minnetonka, MN.
    • Added an office in Royal Oak, MI.
    • Added an office in Sparta, NJ.
    • No longer lists an office in Edina, MN.
12. November 2025
    • Added an office in Eau Claire, MN.
    • Added an office in Eau Claire, WI.
    • Added an office in New York, NY.
    • Added an office in New, NY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.