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 3 of 3

• Mark Anthony RossbachCRD 2027262 · Perry Hall, MD
  IA RegisteredBroker
• Robert Steven SchmaukCRD 1864123 · Berwyn, PA
  IA RegisteredBroker
• Andrea S SchriefferCRD 5211040 · Wilmington, DE
  IA RegisteredBroker
• Philip Henry SearsCRD 2616372 · West Chester, PA
  IA RegisteredBroker
• Ryan John ShanleyCRD 5684336 · Berwyn, PA
  IA RegisteredBroker
• James Otto ShoupCRD 4925775 · Berwyn, PA
  IA RegisteredRegistration inactive
• Aaron D SmaagaardCRD 5147275 · Woodbury, MN
  IA RegisteredBroker
• Todd Jarred SmilerCRD 4324369 · Boca Raton, FL
  IA RegisteredBroker
• Christopher Dee SmithCRD 2235758 · Boca Raton, FL
  IA RegisteredBroker
• Jason Robert SpeichCRD 4881357 · Brookfield, WI
  IA RegisteredBroker
• James J SpinelliCRD 6292205 · Wilmington, DE
  IA RegisteredBroker
• Sal Stanzione JrCRD 5553320 · Stuart, FL
  IA RegisteredBroker
• Mitchell Douglas StolbaCRD 2492875 · Minnetonka, MN
  IA RegisteredBroker
• Brian J SamecCRD 4254156 · Woodbury, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• John F SatterfieldCRD 5106371 · Berwyn, PA
  IA Registered
• Nicholas SchneiderCRD 7345662 · Minnetonka, MN
  IA RegisteredBroker
• Ruth Renee SteneCRD 6994634 · Matthews, NC
  IA RegisteredBroker
• Christopher D TamagnoCRD 4655079 · Newtown, PA
  IA RegisteredBroker
• Kyle J ThomasCRD 5478068 · Brookfield, WI
  IA RegisteredBroker
• Paul Tomas TourvilleCRD 2229047 · Brookfield, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Mark TyrolerCRD 4188354 · Boca Raton, FL
  IA RegisteredBroker
• Kate Elizabeth TempletonCRD 8183317 · Berwyn, PA
  IA Registered
• Jay Douglas ThompsonCRD 2379212 · Doylestown, PA
  IA Registered
• Michael Edward TindallCRD 6891475 · Royal Oak, MI
  IA Registered
• Stephen Richard WaiteCRD 6045241 · Morrisonville, NY
  IA RegisteredBroker
• Nicholas Richard WeidmanCRD 6316520 · Allentown, PA
  IA RegisteredBroker
• Timothy James WeigelCRD 5675553 · Woodbury, MN
  IA RegisteredBroker
• Adam Paul WernerCRD 5244769 · Kutztown, PA
  IA RegisteredRegistration inactive
• Ryan Christopher WilliamsCRD 5558571 · Minnetonka, MN
  IA RegisteredBroker
• Jordan Thomas WoldCRD 6269961 · Amery, WI
  IA RegisteredBroker
• Samuel Thomas WadeCRD 7837864 · Minnetonka, MN
  IA RegisteredBroker
• Ellen L WelshCRD 7225972 · Woodbury, MN
  IA RegisteredBroker
• Timothy N YoungCRD 1572837 · Bangor, PA
  IA Registered

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.