CRD: 123913
Great Valley Advisor Group, LLC
$10.6B Total AUM
$8.4B Disc. AUM
28.6% 3Y CAGR
325 Employees
37,069 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Vertex timber
- Established Date
- 01-01-1994
- Office Locations
- 76
Office Locations
10900 Wayzata Blvd, Suite 270 Minnetonka MN
110 Pennsylvania AVE, STE 101 Bangor PA
12 Long Lake Drive Suite 5 Mahtomedi MN
About Great Valley Advisor Group, LLC
Great Valley Advisor Group (GVA) is a nationwide network for independent advisors, providing a plug-and-play technology suite plus in-house transition, compliance, and asset management support—from deal structuring through launch. The platform supports retail and institutional practices with portfolio construction across ETFs and mutual funds, with access to alternatives and fixed income; custody relationships include Schwab and Fidelity/NFS.
Team overview
47 AVG AGE
$55.2M AVG AUM / ADVISOR
$285.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
325 Employees
192 Advisory Reps
192 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Oak Peak zenith Legacy Delta meridian Ridge Glacier alpha
Custodian
Fusion Pioneer timber Catalyst
Investment Themes
Radial Crest vertex Glacier Wave Momentum harbor
Investment Vehicles
Atlas north Timber prime Pathway
Platform
Fusion ember
Services
Signal vector Wave Ember timber Bridge radial Momentum Value vertex Unison unison Unison Summit Vertex
Technology
Frontier
Owner & Executives
JAMES J SPINELLI
Chief Executive Officer
- CRD
- #6292205
- Ownership
- 25% but less than 50%
(220) 715-9553
oak.summit@wavecapital.com
in linkedin.com/in/momentum-catalyst
MICHAEL JOSEPH DEDDA
Managing Partner, Registered Representative
- CRD
- #2377387
- Ownership
- Less than 5%
(450) 776-2489
quantum.fusion@frontiercapital.com
in linkedin.com/in/unison-catalyst
P
Pioneer atlas
Foundation eagle
- CRD
- #16428
- Ownership
- 21.9%
(751) 223-2350
prime.zenith@summitcapital.com
in linkedin.com/in/pioneer-frontier
Showing 2 of 6 owners & executives
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P
PATRICK ABRUNZO
--
- CRD
- #5732138
(351) 896-1412
horizon.zenith@catalystcapital.com
in linkedin.com/in/peak-delta
JEFFREY MARC ALEXANDER
--
- CRD
- #2362864
(490) 528-1246
insight.matrix@embercapital.com
in linkedin.com/in/zenith-bridge
C
Capital momentum
Delta vital glacier
- CRD
- #15013
(989) 697-6413
ember.delta@peakcapital.com
in linkedin.com/in/optima-frontier
Showing 2 of 186 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,424,263,917 | $259,456 |
| Non-Discretionary | $2,175,443,110 | $478,645 |
| Total | $10,599,707,027 | $286,370 |
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Separately Managed Accounts
Total SMA Asset: $10,599,707,027
Equity - Exchange:
6.6% Public Funds:
18.7% Other:
6.7% Corporate - Investment Grade:
8.8% Cash:
13.1% Corporate - Non-Investment Grade:
14.5% Derivatives:
14.8% Other:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $420,280,125 | 6.6% |
| Public Funds | $1,190,793,687 | 18.7% |
| Other | $426,648,006 | 6.7% |
| Corporate - Investment Grade | $560,373,500 | 8.8% |
| Cash | $834,192,369 | 13.1% |
| Corporate - Non-Investment Grade | $923,342,699 | 14.5% |
| Derivatives | $942,446,341 | 14.8% |
| Other | $1,069,803,953 | 16.8% |
| Total | $6,367,880,680 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE OPTIMA OPTIMA | PIONEER ATLAS | XBPSM1KZ4 | JFD | 3.23% | $42,806,700 |
| VITAL MATRIX | RIDGE DELTA | KIHSKXSE2 | MKJIP | 10.44% | $115,717,107 |
| PIONEER PATHWAY | UNISON FOUNDATION | CIDCZLFO4 | VYHHW | 3.98% | $82,761,441 |
| MOMENTUM FRONTIER | PRIME FOUNDATION | B06NMEK1M | CAQW | 11.02% | $72,546,681 |
| PATHWAY ATLAS | ATLAS WAVE | BOQF2MTSS | YZNFP | 8.32% | $79,376,777 |
| VERTEX VALUE | SIGNAL DELTA | NYD15UBJK | VAA | 5.81% | $94,682,794 |
| PRIME SIGNAL | LEGACY WAVE | JWKWJ0NNI | VXPND | 3.50% | $27,816,378 |
| CAPITAL LEGACY | MOMENTUM WAVE | 5BNW72GUO | UQE | 9.55% | $38,995,921 |