DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Great Valley Advisor Group, LLC
Latest filing Sep 10, 2026
First filing on the tape Mar 16, 2012 · 199 filings
SEC status approved since Apr 8, 2011
RAUM
$11B
reported, Item 5.F
Discretionary
79%
of RAUM
Private clients
87%
$9.3B individuals and HNW
Advisors
190
registered through the firm on IAPD
RAUM per advisor
$55.8M
derived; firm RAUM over IAPD count
Employees
325
192 advisory (5.B.1)
Offices
72
beyond the principal office
Private funds
0
reported on Schedule D
History
199 filings and snapshots on the tape
RAUM$11B as of Aug 17, 2026
Mar 16, 2012$111M then
HNW client RAUM$3.9B as of Aug 17, 2026
Mar 30, 2018$56.3M then
State-registered IARs (5.B.3)192 as of Aug 17, 2026
Mar 16, 20120 then
Employees (5.A)325 as of Aug 17, 2026
Mar 26, 20133 then
Private funds: no history
RAUM +8.9% over the last fiscal year+28% a year over threeIARs 191 to 192
Practice profile
derived from the filing of Sep 10, 2026; every figure names its basis
- RAUM per advisor
- $55.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 194derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $286,370derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 79%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 2.6derived73 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.5%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$5.4B51%
- High-net-worth individuals$3.9B36%
- Pension and profit-sharing plans$1.3B13%
- Individual clients
- 35,067reported
- HNW clients
- 1,769reported
- Pension plan clients
- 178reported
- Charitable clients
- n/areported
- Accounts
- 37,014reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.87 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=147.0derived
Advisors registered through the firm
190 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Fredrik Gilman Borstad | Berwyn, Pa | Nov 16, 2010 | 33 y | 1 |
| Michael Joseph Dedda | Berwyn, Pa | May 30, 2012 | 32 y | 2 |
| Mark Chester Hegstrom | Inver Grove, Mn | Jul 27, 2012 | 25 y | 1 |
| Christopher Alan SwansonCertified Financial Planner | Hudson, Wi | Nov 4, 2013 | 26 y | 2 |
| Michael Joseph Martin | Berwyn, Pa | Mar 4, 2014 | 34 y | 2 |
| Jeffrey Paul Kolodjski | Mahtomedi, Mn | Mar 19, 2014 | 17 y | 0 |
| Kenneth Richard DivelbissCertified Financial Planner, Chartered Financial Consultant | Norman, Ok | May 7, 2014 | 31 y | 3 |
| Michael G DolezalCertified Financial Planner | Berwyn, Pa | May 9, 2014 | 23 y | 0 |
| Drew Alton Nemeth | Wildwood, Nj | Sep 12, 2014 | 24 y | 1 |
| Gregory R Mallison | Berwyn, Pa | Sep 12, 2014 | 25 y | 2 |
| Robert Steven Schmauk | Berwyn, Pa | Oct 2, 2014 | 37 y | 1 |
| Jeffrey D Donohue | Doylestown, Pa | Oct 2, 2014 | 24 y | 1 |
| Robert Michael O'Reilly | Doylestown, Pa | Oct 3, 2014 | 20 y | 3 |
| David Felix Raymond | Berwyn, Pa | Nov 12, 2014 | 29 y | 2 |
| Mitchell Douglas Stolba | Berwyn, Pa | Nov 13, 2014 | 32 y | 1 |
| Richard John CallahanCertified Financial Planner | Berwyn, Pa | Nov 20, 2014 | 30 y | 2 |
| James J Spinelli | Boca Raton, Fl | Dec 22, 2014 | 12 y | 0 |
| David Eugene HopkinsCertified Financial Planner | Altoona, Wi | Dec 26, 2014 | 17 y | 1 |
| Danielle Johanna Ives | Berwyn, Pa | Mar 17, 2015 | 27 y | 2 |
| Seth Jason Kell | Berwyn, Pa | Mar 20, 2015 | 29 y | 1 |
| Traci Lee Peterson | Marshall, Wi | May 29, 2015 | 18 y | 1 |
| Christopher D Tamagno | Berwyn, Pa | Jun 23, 2015 | 22 y | 3 |
| Matthew Daniel Fitch | Berwyn, Pa | Jun 24, 2015 | 21 y | 2 |
| Susan Beth AllenCertified Financial Planner | Newtown, Pa | Jun 24, 2015 | 45 y | 3 |
| Thomas Mark Griffiths | Berwyn, Pa | Jun 24, 2015 | 27 y | 5 |
| Jason Robert Speich | Madison, Wi | Apr 18, 2016 | 21 y | 1 |
| Philip Henry Sears | Berwyn, Pa | May 9, 2016 | 30 y | 1 |
| Loren Robert Brandrup | Berwyn, Pa | May 18, 2016 | 14 y | 1 |
| Eric Ryan Liek | Berwyn, Pa | May 18, 2016 | 17 y | 1 |
| Jacob Matthew Gustafson | Berwyn, Pa | May 26, 2016 | 11 y | 0 |
| Andrew M HouteCertified Financial Planner | Brookfield, Wi | May 26, 2016 | 23 y | 2 |
| Edward G Devinger | Brookfield, Wi | May 26, 2016 | 18 y | 1 |
| Peter Tomas Tourville | Berwyn, Pa | May 26, 2016 | 31 y | 1 |
| Paul Tomas Tourville | Brookfield, Wi | May 26, 2016 | 34 y | 1 |
| John Patrick Jonas | Brookfield, Wi | Jun 1, 2016 | 25 y | 1 |
| John Patrick Selas | Brookfield, Wi | Jul 21, 2016 | 39 y | 1 |
| Michael Ryan Laatsch | Bloomington, Mn | Jul 22, 2016 | 16 y | 1 |
| Joseph Parker BennettCertified Financial Planner | Berwyn, Pa | Aug 4, 2016 | 21 y | 3 |
| Ricardo Joao Ferreira | Berwyn, Pa | Jan 6, 2017 | 17 y | 1 |
| Charles Joseph Mcnamara | Doylestown, Pa | Jan 6, 2017 | 33 y | 1 |
Advisor movement
7 left, 15 joined in 12 months
net +8 in 12 months1 left in 90 days3 joined in 90 daysdeparture rate 3.7% of current headcount25 left over 36 months
Left, latest
- Tiernan Patrick Talbot to J.P. Morgan Securities LLCAug 10, 2026 · RIA to wirehouse
- David M Hawley to Mutual Advisors, LLCApr 28, 2026 · RIA to affiliated broker-dealer or bank
- Kristie Lynn Weber to Bernicke Wealth ManagementJan 5, 2026 · RIA to RIA
- Tasha Strand to Bernicke Wealth ManagementOct 9, 2025 · RIA to RIA
- Annasia Marie Ford-Mccollum to Bernicke Wealth ManagementOct 9, 2025 · RIA to RIA
- Katherine Jade Aubart to Bernicke Wealth ManagementOct 9, 2025 · RIA to RIA
- Bryce Cleveland to Grey Fox Wealth Advisors, LLCSep 23, 2025 · RIA to RIA
- Robert Francis Sieja to UBS Financial Services Inc.Sep 9, 2025 · RIA to wirehouse
- Kurt Edwin Philion to LPL Financial LLCAug 1, 2025 · RIA to affiliated broker-dealer or bank
- John Paul Napolitano to Napier FinancialJul 25, 2025 · RIA to a newly registered adviser
- Joseph Michael Koury to Global Retirement Partners LLCMay 7, 2025 · Other
- Robert Michael Georgiou to Global Retirement Partners LLCMay 7, 2025 · Other
- Steven Pearson Latham to Bernicke Wealth ManagementApr 28, 2025 · RIA to a newly registered adviser
- Daniel Vernon Estenson to Bernicke Wealth ManagementApr 28, 2025 · RIA to a newly registered adviser
- Mitchell Antone Vandenmeerendonk to LPL Financial LLCApr 28, 2025 · RIA to RIA
Joined, latest
- Derek James Hartman from Ameriprise Financial Services, LLCSep 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brian Thomas Limborg from Advanced Advisor Group, LLCAug 15, 2026 · RIA to RIA
- Patrick Jon Scherven from Advanced Advisor Group, LLCAug 15, 2026 · RIA to RIA
- Claire Delaney Hart from National Wealth Management Group, LLCMar 6, 2026 · RIA to RIA
- Roger Alan Anderson from The Capital Advisory Group Advisory Services, LLCJan 8, 2026 · RIA to RIA
- Robert Taylor Anderson from The Capital Advisory Group Advisory Services, LLCJan 5, 2026 · RIA to RIA
- Todd Joseph Morris from The Capital Advisory Group Advisory Services, LLCJan 5, 2026 · RIA to RIA
- Michael Edward Tindall from Advisory Services NetworkDec 21, 2025 · RIA to RIA
- Elizabeth Madonna from Steward Partners Investment Advisory, LLCDec 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Aaron Robert Harwood from Wealth Teams AllianceNov 7, 2025 · RIA to RIA
- George Robert Plock from LPL Financial LLCNov 7, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jeremy David Kerr from LPL Enterprise, LLCNov 4, 2025 · Affiliated broker-dealer or bank to independent RIA
- Seth Charles Hansvick from Thrivent Investment Management Inc.Oct 21, 2025 · Affiliated broker-dealer or bank to independent RIA
- Samuel Thomas Wade from Equitable Advisors, LLCOct 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Eric J. Hough from Scire Capital Partners, LLCSep 22, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Bernicke Wealth ManagementOct 9, 2025 · Berwyn, Pa
- 2 left for Global Retirement Partners LLCMay 7, 2025 · Coral Springs, Fl
- 4 left for Bernicke Wealth ManagementApr 28, 2025 · Minnetonka, Mn
- 2 left for CovingtonalsinaJun 26, 2023 · Annapolis, Md
- 2 left for Strategic Wealth GroupMay 1, 2017 · Berwyn, Pa
- 2 left for Private Advisor Group, LLCAug 24, 2016 · Berwyn, Pa
- 2 joined from The Capital Advisory Group Advisory Services, LLCJan 6, 2026 · Phoenix, Az
- 4 joined from Maryland Financial Group, Inc.Feb 19, 2025 · Perry Hall, Md
- 2 joined from Hornor, Townsend & Kent, LLCJul 31, 2024 · Allentown, Pa
- 2 joined from Hornor, Townsend & Kent, LLCJul 18, 2024 · Wilmington, De
- 2 joined from Northwestern Mutual Investment Services,LLCSep 25, 2023 · Minneapolis, Mn
- 2 joined from Wells Fargo AdvisorsMay 17, 2023 · Philadelphia, Pa
- 2 joined from Cetera Advisor Networks LLCMay 3, 2023 · Baldwin, Wi
- 2 joined from Brighter Financial Capital Management, LLCMar 21, 2023 · Reston, Va
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Michael Dedda · Managing Partnercontrolsince 01/2015 · owns less than 5%
- Boudwin Cheryl Derosa · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- J James Spinelli · Chief Executive Officercontrolsince 10/2024 · owns less than 5%
- Christopher Ryan Todd · Chief Financial Officercontrolsince 10/2024 · owns less than 5%
- J James Spinelli · Ownercontrolsince 10/2022 · owns 25% to 50% of Gva Management Holding Inc
- Christopher Ryan Todd · Ownercontrolsince 10/2022 · owns 50% to 75% of Gva Management Holding Inc
- E Michael Hornung · Director, Ria Compliancesince 08/2020 · owns less than 5%
- Alton Drew Nemeth · Director, Compliance & Operations - Supervisory Principalsince 08/2020 · owns less than 5%
Entity owners
- Great Valley Advisor Group, LLC. · Ownerdirect · owns 75% or more
- Gva Management Holdings Inc. · Ownerdirect · owns 75% or more
- Gva Management Holding Inc · Ownerindirect · owns 75% or more of Great Valley Advisor Group, LLC.
- LPL Capital Partners · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Ryan C. Toddinsurancen
- U.S. Financial Advisorsinvestment advisery
Advisers that list Great Valley Advisor Group, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Berwyn, Pa · principal | 183 | 29 | 4 | 1 | |
| Minnetonka, Mn | 21 | 9 | 1 | ||
| Brookfield, Wi | 18 | 0 | 0 | ||
| Woodbury, Mn | 16 | 3 | 1 | ||
| Doylestown, Pa | 14 | 1 | 0 | ||
| Boca Raton, Fl | 13 | 0 | 0 | ||
| Newtown, Pa | 6 | 1 | 0 | ||
| Braintree, Ma | 6 | 0 | 0 | ||
| Stuart, Fl | 5 | 0 | 0 | ||
| Mahtomedi, Mn | 5 | 0 | 0 | ||
| Wilmington, De | 4 | 0 | 0 | ||
| Altoona, Wi | 4 | 0 | 1 | ||
| Middletown, De | 3 | 1 | 0 | ||
| Burnsville, Mn | 3 | 0 | 0 | ||
| Allentown, Pa | 2 | 0 | 0 | ||
| Atlantic, Ia | 2 | 0 | 0 | ||
| Berryville, Va | 2 | 0 | 0 | ||
| Bloomington, Mn | 2 | 1 | 0 | ||
| Edina, Mn | 2 | 0 | 0 | ||
| Hudson, Wi | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL21 employees
- Edina, MN20 employees
- Brookfield, WI20 employees
- Berwyn, PA14 employees
- Doylestown, PA10 employees
- Allentown, PA9 employees
- Doylestown, PA9 employees
- Braintree, MA9 employees
- Mahtomedi, MN9 employees
- Burnsville, MN8 employees
- Altoona, WI8 employees
- Minnetonka, MN8 employees
- Woodbury, MN6 employees
- Wilmington, DE6 employees
- Kutztown, PA5 employees
- Minnetonka, MN5 employees
- Minnetonka, MN5 employees
- Altoona, WI5 employees
- Waukesha, WI5 employees
- Newtown, PA4 employees
- Wilmington, DE4 employees
- Norman, OK3 employees
- Chester Springs, PA3 employees
- Stuart, FL3 employees
- Maple Grove, MN3 employees
What changed
consecutive filings, newest first
- Financial planning clients · 251-500 to 251-500Aug 17, 2026 to Sep 10, 2026
- Succession · false to unsetAug 17, 2026 to Sep 10, 2026
- HQ city · WILMINGTON to BERWYNJul 15, 2026 to Aug 17, 2026
- HQ state · DE to PAJul 15, 2026 to Aug 17, 2026
- Accounts · 33,099 to 37,014Feb 10, 2026 to Mar 27, 2026
- Advisory employees · 191 to 192Feb 10, 2026 to Mar 27, 2026
- BD registered reps · 159 to 147Feb 10, 2026 to Mar 27, 2026
- HNW clients · 1,405 to 1,769Feb 10, 2026 to Mar 27, 2026
- Individual clients · 31,446 to 35,067Feb 10, 2026 to Mar 27, 2026
- Pension plan clients · 248 to 178Feb 10, 2026 to Mar 27, 2026
- Employees · 333 to 325Feb 10, 2026 to Mar 27, 2026
- Insurance-licensed employees · 3 to 0Feb 10, 2026 to Mar 27, 2026
- State-registered IARs · 191 to 192Feb 10, 2026 to Mar 27, 2026
- Discretionary RAUM · $7.7B to $8.4BFeb 10, 2026 to Mar 27, 2026
- HNW RAUM · $3.2B to $3.9BFeb 10, 2026 to Mar 27, 2026
- Individual RAUM · $5.1B to $5.4BFeb 10, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $2.1B to $2.2BFeb 10, 2026 to Mar 27, 2026
- Pension RAUM · $1.4B to $1.3BFeb 10, 2026 to Mar 27, 2026
- RAUM · $9.7B to $11BFeb 10, 2026 to Mar 27, 2026
- Financial planning clients · 251-500 to 251-500Jun 18, 2025 to Jul 31, 2025
- Business name · GREAT VALLEY ADVISOR GROUP, INC. to GREAT VALLEY ADVISOR GROUP, LLCMay 27, 2025 to Jun 18, 2025
- Accounts · 24,276 to 33,099Feb 19, 2025 to Apr 30, 2025
- Advisory employees · 154 to 191Feb 19, 2025 to Apr 30, 2025
- BD registered reps · 148 to 159Feb 19, 2025 to Apr 30, 2025
- HNW clients · 339 to 1,405Feb 19, 2025 to Apr 30, 2025
- Individual clients · 23,783 to 31,446Feb 19, 2025 to Apr 30, 2025
- Pension plan clients · 154 to 248Feb 19, 2025 to Apr 30, 2025
- Employees · 175 to 333Feb 19, 2025 to Apr 30, 2025
- Financial planning clients · 101-250 to 251-500Feb 19, 2025 to Apr 30, 2025
- State-registered IARs · 175 to 191Feb 19, 2025 to Apr 30, 2025
- Legal name · GREAT VALLEY ADVISOR GROUP, INC. to GREAT VALLEY ADVISOR GROUP, LLCFeb 19, 2025 to Apr 30, 2025
- Organization form · Corporation to Limited Liability CompanyFeb 19, 2025 to Apr 30, 2025
- Discretionary RAUM · $5.8B to $7.7BFeb 19, 2025 to Apr 30, 2025
- HNW RAUM · $1.5B to $3.2BFeb 19, 2025 to Apr 30, 2025
- Individual RAUM · $4.9B to $5.1BFeb 19, 2025 to Apr 30, 2025
- Non-discretionary RAUM · $1.6B to $2.1BFeb 19, 2025 to Apr 30, 2025
- Pension RAUM · $991M to $1.4BFeb 19, 2025 to Apr 30, 2025
- RAUM · $7.3B to $9.7BFeb 19, 2025 to Apr 30, 2025
- Accounts · 21,345 to 24,276Feb 14, 2024 to Mar 28, 2024
- Advisory employees · 146 to 154Feb 14, 2024 to Mar 28, 2024
Signals
60 dated events
- Steven James Hoffman no longer holds an investment adviser registration (last listed at Great Valley Advisor Group, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Derek James Hartman registered as an investment adviser representative at Great Valley Advisor Group, LlcSep 15, 2026 · Advisor registered · fact
- Tiernan Patrick Talbot left Great Valley Advisor Group, Llc for J.P. Morgan Securities Llc (registered 2026-08-13)Aug 10, 2026 · Advisor changed firm · fact
- David M Hawley left Great Valley Advisor Group, Llc for Mutual Advisors, Llc (registered 2026-05-20)Apr 28, 2026 · Advisor changed firm · fact
- 2 advisors left The Capital Advisory Group Advisory Services, LLC (Phoenix, AZ) for Great Valley Advisor Group, LLC on the same dayJan 6, 2026 · Team lift-out · derived
- Kristie Lynn Weber left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-11-20)Jan 5, 2026 · Advisor changed firm · fact
- Katherine Jade Aubart left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-11-26)Oct 9, 2025 · Advisor changed firm · fact
- Tasha Strand left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-11-20)Oct 9, 2025 · Advisor changed firm · fact
- Annasia Marie Ford-Mccollum left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-12-01)Oct 9, 2025 · Advisor changed firm · fact
- 2 advisors left Great Valley Advisor Group, LLC (Berwyn, PA) for Bernicke Wealth Management on the same dayOct 9, 2025 · Team lift-out · derived
- Bryce Cleveland left Great Valley Advisor Group, Llc for Grey Fox Wealth Advisors, Llc (registered 2025-10-14)Sep 23, 2025 · Advisor changed firm · fact
- Robert Francis Sieja left Great Valley Advisor Group, Llc for Ubs Financial Services Inc. (registered 2025-09-22)Sep 9, 2025 · Advisor changed firm · fact
- Kurt Edwin Philion left Great Valley Advisor Group, Llc for Lpl Financial Llc (registered 2025-07-28)Aug 1, 2025 · Advisor changed firm · fact
- John Paul Napolitano left Great Valley Advisor Group, Llc for Napier Financial (registered 2025-07-21)Jul 25, 2025 · Advisor changed firm · fact
- Joseph Michael Koury left Great Valley Advisor Group, Llc for Global Retirement Partners Llc (registered 2025-05-02)May 7, 2025 · Advisor changed firm · fact
- Robert Michael Georgiou left Great Valley Advisor Group, Llc for Global Retirement Partners Llc (registered 2025-05-01)May 7, 2025 · Advisor changed firm · fact
- 2 advisors left Great Valley Advisor Group, LLC (Coral Springs, FL) for Global Retirement Partners LLC on the same dayMay 7, 2025 · Team lift-out · derived
- Great Valley Advisor Group, Llc reported RAUM $9.7B, up 33% from $7.3B (2025-02-19 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- Tenner C Stoe left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-04-28)Apr 28, 2025 · Advisor changed firm · fact
- Ty Alan Bernicke left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-04-28)Apr 28, 2025 · Advisor changed firm · fact
- Daniel Vernon Estenson left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-04-28)Apr 28, 2025 · Advisor changed firm · fact
- Mitchell Antone Vandenmeerendonk left Great Valley Advisor Group, Llc for Lpl Financial Llc (registered 2022-07-12)Apr 28, 2025 · Advisor changed firm · fact
- Steven Pearson Latham left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-04-28)Apr 28, 2025 · Advisor changed firm · fact
- Lindsey Marie Hendrickson left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-04-28)Apr 28, 2025 · Advisor changed firm · fact
- 5 advisors left Great Valley Advisor Group, LLC (Minnetonka, MN) for Bernicke Wealth Management on the same dayApr 28, 2025 · Team lift-out · derived
- Eric Felton Johnson left Great Valley Advisor Group, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-03-17)Mar 17, 2025 · Advisor changed firm · fact
- 5 advisors left Maryland Financial Group, Inc. (Rockville, MD) for Great Valley Advisor Group, LLC a day apartFeb 19, 2025 · Team lift-out · derived
- Vincent Patrick Pagano left Great Valley Advisor Group, Llc for Pagano Wealth Management Llc (registered 2025-02-12)Feb 12, 2025 · Advisor changed firm · fact
- Lee Robert Johnson left Great Valley Advisor Group, Llc for Cetera Investment Advisers Llc (registered 2025-01-27)Jan 27, 2025 · Advisor changed firm · fact
- Joseph Mark Petry left Great Valley Advisor Group, Llc for Lpl Financial Llc (registered 2024-10-30)Nov 1, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@boyarwm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 561-989-0078reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 561-314-1840reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- boyarwm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-296-7630reportedpublic record, Form ADV, Sep 10, 2026
- Contact form
- boyarwm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- boyarwm.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026