Great Valley Advisor Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

123913

SEC number

801-72270

Firm type

RIA

Assets under management

$10.6B as of Jun 22, 2026

Website

www.simplified-financial.com ↗

Phone

302-483-7200

Address

1200 Pennsylvania Ave, Wilmington, DE, 19806

Advisors at this firm

133 in our index · page 1 of 3

• Patrick AbrunzoCRD 5732138 · Boca Raton, FL
  IA RegisteredBroker
• Jeffrey Marc AlexanderCRD 2362864 · Newport, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Dale AllenCRD 873728 · Harian, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Susan Beth AllenCRD 1000420 · Newtown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Roger Alan AndersonCRD 1261118 · Minnetonka, MN
  IA RegisteredBroker
• Carmen Maria Bolius AndrewsCRD 4573587 · Lincolnton, NC
  IA RegisteredBroker
• Andrea Joellen ArgueCRD 4853008 · Waukesha, WI
  IA RegisteredBroker
• Robert Taylor AndersonCRD 7760837 · Minnetonka, MN
  IA RegisteredRegistration inactive
• Nicole E AndrewsCRD 7267739 · Hudson, WI
  IA RegisteredBroker
• Joshua Robert AskCRD 7856664 · Burnsville, MN
  IA Registered
• Scott Daniel BantzCRD 5999266 · Woodbury, MN
  IA RegisteredBroker
• Joseph Parker BennettCRD 4860044 · Rock Hill, SC
  IA RegisteredBroker
• Anthony James BenzCRD 7009881 · Brookfield, WI
  IA RegisteredBroker
• Charles B BlockCRD 5174211 · Woodbury, MN
  IA RegisteredBroker
• Haralds BondarisCRD 5302042 · Minnetonka, MN
  IA RegisteredBroker
• Fredrik Gilman BorstadCRD 2369679 · Minnetonka, MN
  IA RegisteredBroker
• Damon Jeremy BoyarCRD 4539179 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Leif Jacob BrielCRD 5281037 · Minnetonka, MN
  IA RegisteredBroker
• David James BrouilletteCRD 2379189 · Plymouth, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Patrick BuchananCRD 4356705 · Doylestown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregg Carol BuxtonCRD 2029259 · Boca Raton, FL
  IA RegisteredBroker
• Mathias C BeckCRD 7864675 · Mahtomedi, MN
  IA Registered
• Michael P ButricaCRD 8167485 · Lansdale, PA
  IA Registered
• Richard John CallahanCRD 2684696 · Doylestown, PA
  IA RegisteredBroker
• Brian Weber ChewCRD 4731323 · Fairhope, AL
  IA RegisteredBroker
• Jonathan William ChildsCRD 6285179 · Doylestown, PA
  IA RegisteredRegistration inactive
• George Thomas ClarkeCRD 4177313 · Braintree, MA
  IA RegisteredRegistration inactive
• Robert Douglas CrawfordCRD 1135287 · Pasadena, CA
  IA RegisteredBroker
• Omar Fernando CujarCRD 4620649 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Trevor CampbellCRD 5276451 · Minnetonka, MN
  IA RegisteredBroker
• Michael CapriottiCRD 7056993 · Paoli, PA
  IA Registered
• Brenden A CullenCRD 7786979 · Altoona, WI
  IA RegisteredRegistration inactive
• Nicholas David DalessandroCRD 6355371 · Berwyn, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael R. DanjczekCRD 5238835 · Berryville, VA
  IA RegisteredBroker
• Michael Joseph DeddaCRD 2377387 · Wilmington, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason L DelcolloCRD 7233771 · Wilmington, DE
  IA RegisteredBroker
• Edward G DevingerCRD 5534642 · Brookfield, WI
  IA RegisteredBroker
• Kenneth Richard DivelbissCRD 1992965 · Norman, OK
  IA RegisteredBroker
• Michael G DolezalCRD 5224587 · Mahtomedi, MN
  IA RegisteredBroker
• Jeffrey D DonohueCRD 4527578 · Doylestown, PA
  IA RegisteredBroker
• Julie Ann Douglas MaddoxCRD 1056818 · Brookfield, WI
  IA RegisteredBroker
• Ryan DamhofCRD 7646375 · Edina, MN
  IA Registered
• Jared Steven DeutschCRD 7781443 · Woodbury, MN
  IA RegisteredBroker
• Michael Bradley EnglundCRD 5083574 · Woodbury, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Ricardo Joao FerreiraCRD 5640271 · Doylestown, PA
  IA RegisteredRegistration inactive
• Daniel Michael FlemingCRD 2571476 · Brookfield, WI
  IA RegisteredBroker
• Jason Mathew ForstotCRD 4880513 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Erin Marie FreundCRD 4630939 · Atlantic, IA
  IA RegisteredBroker
• H Paul FriedmanCRD 6583178 · Middletown, DE
  IA RegisteredBroker
• David C GornitzkyCRD 4914211 · Stuart, FL
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.