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 2 of 3

• Thomas Mark GriffithsCRD 2106304 · Newtown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacob Matthew GustafsonCRD 6491634 · Brookfield, WI
  IA RegisteredBroker
• Elizabeth GosekCRD 4795165 · Yardley, PA
  IA RegisteredRegistration inactive
• Benjamin Neil HaasCRD 5125147 · Kutztown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Travis William HansbergerCRD 5182483 · Wayzata, MN
  IA RegisteredRegistration inactive
• Seth Charles HansvickCRD 6331230 · Minnetonka, MN
  IA RegisteredBroker
• Claire Delaney HartCRD 2681116 · Parkland, FL
  IA RegisteredBroker
• David Benjamin HartCRD 4340095 · Crofton, MD
  IA RegisteredBroker
• Steven Joseph HaugCRD 5528150 · Boca Raton, FL
  IA RegisteredBroker
• Mark Chester HegstromCRD 4289931 · Edina, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• John HilmerCRD 5777823 · Middletown, DE
  IA RegisteredBroker
• Steven James HoffmanCRD 4052018 · Altoona, WI
  IA Registered
• Eric J. HoughCRD 4698502 · Berwyn, PA
  IA RegisteredRegistration inactive
• George V HoweCRD 2260666 · Braintree, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kayla HallCRD 6182115 · Minnetonka, MN
  IA RegisteredBroker
• Ross HansbergerCRD 7662601 · Haymarket, VA
  IA Registered
• Sarah Louise JohnsonCRD 6398271 · Mahtomedi, MN
  IA Registered
• Joel Wayne JosephsCRD 2382716 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey M JudgeCRD 5903701 · Forest Hill, MD
  IA RegisteredBroker
• Paul Robert JerveyCRD 5470271 · Wilmington, DE
  IA RegisteredRegistration inactive
• Benjamin Joseph JohnsonCRD 7557949 · Mahtomedi, MN
  IA Registered
• Vicki Lynn KaminskiCRD 2488049 · Brookfield, WI
  IA RegisteredRegistration inactive
• Cody James KaveCRD 6239767 · Waukesha, WI
  IA RegisteredBroker
• Seth Jason KellCRD 2801801 · Glenmoore, PA
  IA RegisteredBroker
• Tory Adams KlinedinstCRD 5090560 · Holly Springs, NC
  IA RegisteredBroker
• Jared Ray KrogCRD 6029252 · Edina, MN
  IA RegisteredBroker
• Michael Ryan LaatschCRD 5669860 · Woodbury, MN
  IA RegisteredBroker
• Thomas John LallyCRD 5928881 · Braintree, MA
  IA RegisteredRegistration inactive
• Eric Ryan LiekCRD 5658170 · Brookfield, WI
  IA RegisteredBroker
• Patrick Ryan MaddoxCRD 5561864 · Brookfield, WI
  IA RegisteredBroker
• Elizabeth MadonnaCRD 5940371 · Berwyn, PA
  IA RegisteredBroker
• Michael Joseph MartinCRD 2169177 · Wilmington, DE
  IA RegisteredBroker
• Matthew Wayne MartinsonCRD 5478952 · Burnsville, MN
  IA RegisteredBroker
• Todd Joseph MorrisCRD 4251773 · Woodbury, MN
  IA RegisteredRegistration inactive
• Kristen Lyn MoneyCRD 5297570 · Berryville, VA
  IA Registered
• Christopher NelsonCRD 5757960 · Allentown, PA
  IA RegisteredBroker
• Drew Alton NemethCRD 4520631 · Doylestown, PA
  IA RegisteredBroker
• Robert Michael O'reillyCRD 5118643 · Doylestown, PA
  IA RegisteredBroker
• Matthew James OlsonCRD 4789568 · Altoona, WI
  IA RegisteredBroker
• Gary Richard OmanCRD 4096151 · Braintree, MA
  IA RegisteredBroker
• Lynn PagansCRD 1504059 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Tyler PahlCRD 6557219 · Wayzata, MN
  IA RegisteredRegistration inactive
• Eric Brian ParnellCRD 4669162 · Berwyn, PA
  IA Registered
• Anurati A PatelCRD 2047084 · Berwyn, PA
  IA RegisteredBroker
• Alexis PerronCRD 6352731 · Woodbury, MN
  IA RegisteredBroker
• Matthew James QuinnCRD 4517986 · Woodbury, MN
  IA RegisteredBroker
• Edward William QuirkCRD 2563138 · Braintree, MA
  IA RegisteredBroker
• Kevin David RaffertyCRD 6493159 · Berwyn, PA
  IA RegisteredBroker
• Hanna Michaela RaskCRD 6114326 · Minnetonka, MN
  IA RegisteredBroker
• Richard Henry RopelewskiCRD 4530402 · Braintree, MA
  IA RegisteredRegistration inactive

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.