YOUR PRACTICE. YOUR NEXT CHAPTER.
Independence,
built to grow.
Keep your identity.
Expand your capabilities.
Build the practice you envision with the people, technology and infrastructure of Great Valley Advisor Group behind you.
A broader possibility.
An advisor platform designed around you.
The feel of a partnership.GVA at a glance · October 2026
01 — FIND YOUR FIT
One platform.
Your way forward.
Choose how you affiliate. Then shape how you build your business. GVA brings flexibility to both decisions.
New to the options?
| What matters to your practice | RIA-Only | Hybrid |
|---|---|---|
| Advisory affiliation | Investment Advisor Representative of GVA | Investment Advisor Representative of GVA |
| Brokerage business | Advisory-focused channel | LPL Financial broker-dealer affiliation |
| Compliance & supervision | GVA compliance team | GVA compliance + OSJ; LPL requirements apply |
| Core technology | Salesforce, SecureOffice, AdvisorBOB | Salesforce, SecureOffice, AdvisorBOB |
| Multi-custodian access | Available, based on your practice | Available, based on your practice |
| Errors & omissions coverage | GVA program | LPL program; typically higher cost |
| Transition assistance | Discuss your transition needs | LPL assistance may be available, subject to terms |
| Growth & succession resources | Available | Available |
Final fees, registrations, platform access and assistance depend on your business and signed agreements. View GVA’s affiliation overview ↗
SHAPE YOUR BUSINESS PATH
Your affiliation channel and business path work together.
02 — PEOPLE + PLATFORM
More behind you.
More ahead of you.
Explore the support that matters most to your practice. Add the topics you want to discuss to your conversation brief.
Sharing.
Growing.
RIA FIRST. CUSTODIAN SECOND.
Choice where it counts.
Build around your client relationships. Explore custody access through three established platforms.
03 — MAKE YOUR MOVE
A new beginning.
A team at every step.
Your dedicated transition specialist helps coordinate the move, so you can stay focused on your clients.
A practical look at your transition. Your team will tailor the actual sequence and timing to your practice.
UNDERSTAND THE FULL PICTURE
Make the economics
part of the conversation.
Your fit includes more than a payout. Review the total cost of your affiliation, the services you need and the terms of any transition assistance.
INDEPENDENT, TOGETHER.
Build your business.
Find your people.
Independent thinking thrives in good company. Connect with fellow advisors, exchange ideas and grow alongside people who understand the business you’re building.
Explore the GVA network04 — GET CLARITY
Good questions.
A better next step.
Start here. Bring the questions specific to your practice to a confidential conversation.
Can I keep my own brand?
GVA’s independent entrepreneur path supports your own business identity, with marketing resources to help launch or strengthen your brand. Brand use and materials remain subject to compliance review and your affiliation agreements.
How do I choose between RIA-Only and Hybrid?
Start with your revenue mix, licensing, client needs and desired services. RIA-Only centers on advisory business. Hybrid combines GVA advisory affiliation with LPL brokerage capabilities. Your team can review registrations, costs and the fit of each model.
Will I have to move every client account?
That depends on where assets are held, the selected platform and the services each client needs. Review your account types and transfer requirements with the transition team before mapping a move.
What technology comes with the platform?
GVA’s core technology includes customized Salesforce, SecureOffice and AdvisorBOB. Additional tools can be evaluated around your workflows, affiliation and budget; availability and additional fees vary.
How long will my transition take?
The sequence and timing depend on licensing, account complexity, custodians and client readiness. Your specialist builds a tailored plan. The walkthrough above illustrates the workstreams; it is not a guaranteed timeline.
What should I bring to an introductory conversation?
A high-level picture of your practice: advisory and brokerage mix, current custodians, team structure, growth goals, technology needs and timing. Please leave client names, account numbers and other sensitive information out of an initial inquiry.
Can GVA help with succession or monetization?
GVA can explore succession, capital and acquisition structures with you. The right approach depends on valuation, ownership goals, client continuity and cultural fit. A transaction is subject to diligence and negotiated terms.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION.
You have a vision.
Let’s build what’s next.
Tell us where you want to go. We’ll explore how GVA can help you get there.