Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial

Great Valley Advisor Group (GVA), a technology-driven, full-service Registered Investment Advisor, is excited to celebrate a successful first year of its strategic partnership with LPL Financial, which took a minority stake in its firm in September 2022.

GVA’s innovative support model for advisors has fueled consistent growth for the firm, which were key factors that led to this strategic partnership. LPL’s investment has allowed GVA to continue to invest in the tools and resources it makes available to advisors, while accelerating its investment in new growth opportunities. A year into the partnership, we continue to see strong growth with the expansion of the GVA business development department.

“Our management styles are closely aligned. Both GVA and LPL are here to support and empower independent advisors, ensuring they can provide the highest level of service to their clients. The deep alignment with LPL that this partnership provides allows us to continue to operate independently, while opening doors for additional support and further innovation,” says James Spinelli, COO at Great Valley Advisor Group. “We are proud to be one of the early equity partners with LPL and confident that both organizations will continue to provide the highest level of support for the GVA family of advisors.”

GVA continues to operate independently, maintaining control of all operations and firm management, to provide exceptional partnership, compliance support, growth opportunities, customized technology solutions, and a unique culture to all the advisors in its family. GVA’s commitment to innovation and consistent growth ensures the firm remains an industry leader in providing solutions, a bedrock for growth, and outstanding service for independent advisors, advisory firms, and their clients.

About Great Valley Advisor Group

Great Valley Advisor Group is engineered to provide tailored solutions to independent advisors and advisory firms. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available. Built on almost a decade of advisor relationships, GVA strives to provide a comprehensive suite of services ranging from Asset Management and Compliance to M&A consulting.

About LPL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients the best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

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