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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-1994
- Office Locations
- 81
Office Locations
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.
Reported data analysis
What the numbers show
Between December 16, 2025 and July 15, 2026, reported AUM increased 8.9%, from $9.7B to $10.6B.
Across 5 reported observations, AUM increased 136.1% between November 22, 2022 and July 15, 2026, from $4.5B to $10.6B.
Of the latest reported AUM, 79.5% is discretionary and 20.5% is non-discretionary.
The firm reports 192 advisory representatives and 37,069 clients, or 193.1 clients per representative. That equates to $285.9K in reported AUM per client.
The profile lists 81 reported office locations and 32 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL JOSEPH DEDDA
Managing Partner, Registered Representative
- CRD
- #2377387
- Ownership
- Less than 5%
CHERYL BOUDWIN DEROSA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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PATRICK ABRUNZO
--
- CRD
- #5732138
JEFFREY MARC ALEXANDER
Financial Advisor
- CRD
- #2362864
Showing 2 of 189 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Great Valley Advisor Group, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Great Valley Advisor Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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