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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Great Valley Advisor Group LLC
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|---|---|
| CRD # | 123913 |
| SEC # | 801-72270 |
| CIK # | 0001769897 |
| AUM | $9.7 B (2025-07-31) |
| Employees | 333 (57% Investors, 48% Brokers) |
| Phone | 302-483-7200 |
| Address | 1200 Pennsylvania Ave Wilmington, DE 19806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| World Currency Gold Trust | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31,446 | 5.1 |
| (b) Individuals (high net worth individuals) | 1,405 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 248 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33,099 | 9.7 |
| By Discretionary | ||
| Discretionary | 29,641 | 7.7 |
| Non-Discretionary | 3,458 | 2.1 |
| Total | 33,099 | 9.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.7 | |
| Total | 33,099 | 9.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769897] |
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|---|---|---|
|
Merit Financial Group LLC
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GA | 10.6 |
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Brookstone Capital Management LLC
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IL | 10.4 |
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The Ameriflex Group Inc
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Gregory J Schwartz & Co Inc
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MI | 9.1 |
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Planmember Securities Corporation
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CA | 9.0 |
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Forvis Mazars Wealth Advisors LLC
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MO | 8.9 |
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Choate Investment Advisors LLC
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MA | 8.9 |