Great Valley Advisor Group, Llc
SEC-registered
Insurance-Affiliated · Large ($10B–$100B)
CRD 123913
· SEC file 801-72270
· Wilmington, DE
· www.jupiterwealthplanning.com
☆ Save with Pro
ADV data as of Jul 15, 2026
- Regulatory AUM
- $10.6B
- Discretionary
- $8.4B
- Clients
- 37,014
- Avg AUM / client
- $286K
- Accounts
- 37,014
- Employees
- 325
AUM over time
$111M
$10.6B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35,067 | $5.4B | 51.0% |
| High net worth individuals | 1,769 | $3.9B | 36.4% |
| Pension and profit sharing plans | 178 | $1.3B | 12.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Medical Network Of Alaska, Llc 401(k) Profit Sharing Plan Medical Network Of Alaska, Llc | 2024 | |
| Beams, Llc 401(k) Plan Beams, Llc | 2024 | |
| Andersen 401 K Plan Andersen Corporation | 2024 | |
| Luminate Home Loans Retirement Plan Luminate Home Loans, Inc. | 2024 | |
| Oem Fabricators, Inc. 401(k) Plan & Trust Oem Fabricators, Inc. | 2024 | |
| Bill's Distributing, Ltd. 401(k) Profit Sharing Plan Bills Distributing, Ltd. | 2024 | |
| Northwest Family Physicians, P.A. 401(k) Profit Sharing Plan Northwest Family Physicians, P.A. | 2024 |
People (186)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Dedda | Managing Partner | May 2012 (14y) | Less than 5% | |
| Drew Alton Nemeth | Director, Compliance & Operations Supervisory Principal | Sep 2014 (12y) | Less than 5% | |
| James J Spinelli | Chief Executive Officer | Dec 2014 (12y) | 25% – 50% | |
| Ryan Christopher Todd | Chief Financial Officer | Feb 2018 (9y) | ≈ 28.13% – 75% via Gva Management Holding Inc | |
| Hornung, Michael, E | Director, Ria Compliance | Aug 2020 (6y) | Less than 5% | |
| Derosa, Cheryl, Boudwin | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Michael Joseph Martin | Registered representative | Mar 2014 (12y) | ||
| Jeffrey Paul Kolodjski | Registered representative | Mar 2014 (12y) | ||
| Kenneth Richard Divelbiss | Registered representative | CFP Chartered Financial Consultant | May 2014 (12y) | |
| Michael G Dolezal | Registered representative | CFP | May 2014 (12y) | |
| Gregory R Mallison | Registered representative | Sep 2014 (12y) | ||
| Jeffrey D Donohue | Registered representative | Oct 2014 (12y) | ||
| Robert Steven Schmauk | Registered representative | Oct 2014 (12y) | ||
| Robert Michael O'reilly | Registered representative | Oct 2014 (12y) | ||
| David Felix Raymond | Registered representative | Nov 2014 (12y) | ||
| Mitchell Douglas Stolba | Registered representative | Nov 2014 (12y) | ||
| Richard John Callahan | Registered representative | CFP | Nov 2014 (12y) | |
| David Eugene Hopkins | Registered representative | CFP | Dec 2014 (12y) | |
| Danielle Johanna Ives | Registered representative | Mar 2015 (11y) | ||
| Traci Lee Peterson | Registered representative | May 2015 (11y) | ||
| Christopher D Tamagno | Registered representative | Jun 2015 (11y) | ||
| Matthew Daniel Fitch | Registered representative | Jun 2015 (11y) | ||
| Susan Beth Allen | Registered representative | CFP | Jun 2015 (11y) | |
| Thomas Mark Griffiths | Registered representative | Jun 2015 (11y) | ||
| Haralds Bondaris | Registered representative | CFP | Nov 2015 (11y) | |
| Philip Henry Sears | Registered representative | May 2016 (10y) | ||
| Eric Ryan Liek | Registered representative | May 2016 (10y) | ||
| Loren Robert Brandrup | Registered representative | May 2016 (10y) | ||
| Andrew M Houte | Registered representative | CFP | May 2016 (10y) | |
| Edward G Devinger | Registered representative | May 2016 (10y) | ||
| Jacob Matthew Gustafson | Registered representative | May 2016 (10y) | ||
| Paul Tomas Tourville | Registered representative | May 2016 (10y) | ||
| Peter Tomas Tourville | Registered representative | May 2016 (10y) | ||
| John Patrick Jonas | Registered representative | Jun 2016 (10y) | ||
| John Patrick Selas | Registered representative | Jul 2016 (10y) | ||
| Michael Ryan Laatsch | Registered representative | Jul 2016 (10y) | ||
| Joseph Parker Bennett | Registered representative | CFP | Aug 2016 (10y) | |
| Charles Joseph Mcnamara | Registered representative | Jan 2017 (10y) | ||
| Philip Alexander Rosenau | Registered representative | Jan 2017 (10y) | ||
| Ricardo Joao Ferreira | Registered representative | Jan 2017 (10y) | ||
| Therese Michelle O'connell | Registered representative | Feb 2017 (9y) | ||
| Jonathan William Childs | Registered representative | Sep 2017 (9y) | ||
| Daniel Michael Fleming | Registered representative | Nov 2017 (9y) | ||
| Jay Douglas Thompson | Registered representative | Nov 2017 (9y) | ||
| Patrick Ryan Maddox | Registered representative | Nov 2017 (9y) | ||
| Kyle J Thomas | Registered representative | Jan 2018 (9y) | ||
| Paul Robert Jervey | Registered representative | Oct 2018 (8y) | ||
| Michael Capriotti | Registered representative | Jan 2019 (8y) | ||
| Seth Jason Kell | Registered representative | Mar 2019 (7y) | ||
| John F Satterfield | Registered representative | CFP | May 2019 (7y) | |
| Robert Steven Schmauk | Registered representative | Jun 2019 (7y) | ||
| Aaron Patrick Brandt | Registered representative | Dec 2019 (7y) | ||
| Travis William Hansberger | Registered representative | Mar 2020 (6y) | ||
| Tyler Pahl | Registered representative | Mar 2020 (6y) | ||
| Julie Ann Douglas Maddox | Registered representative | CFP | May 2020 (6y) | |
| Keaton William Divelbiss | Registered representative | CFP | Jun 2020 (6y) | |
| Charles B Block | Registered representative | Mar 2021 (5y) | ||
| Aaron D Smaagaard | Registered representative | CFP Chartered Financial Consultant | Apr 2021 (5y) | |
| Adam Paul Werner | Registered representative | CFP | May 2021 (5y) | |
| Jeffrey Marc Alexander | Registered representative | May 2021 (5y) | ||
| Paul Thomas Morrone | Registered representative | CFP | May 2021 (5y) | |
| Robert Douglas Crawford | Registered representative | CFP | May 2021 (5y) | |
| Benjamin Neil Haas | Registered representative | CFP | May 2021 (5y) | |
| George V Howe | Registered representative | May 2021 (5y) | ||
| Richard Henry Ropelewski | Registered representative | CFP | May 2021 (5y) | |
| Steven James Hoffman | Registered representative | CFA | May 2021 (5y) | |
| Justin Larson | Registered representative | Jun 2021 (5y) | ||
| Timothy James Weigel | Registered representative | CFP | Jul 2021 (5y) | |
| April Lynn Breheim | Registered representative | Jul 2021 (5y) | ||
| Jason Robert Speich | Registered representative | Jul 2021 (5y) | ||
| Edward William Quirk | Registered representative | Aug 2021 (5y) | ||
| Gary Richard Oman | Registered representative | Aug 2021 (5y) | ||
| Andrea Joellen Argue | Registered representative | CFP | Oct 2021 (5y) | |
| Cody James Kave | Registered representative | Oct 2021 (5y) | ||
| Patrick Abrunzo | Registered representative | Mar 2022 (4y) | ||
| Damon Jeremy Boyar | Registered representative | Mar 2022 (4y) | ||
| Jeffrey Carl Rubin | Registered representative | Mar 2022 (4y) | ||
| Lynn Pagans | Registered representative | Mar 2022 (4y) | ||
| Omar Fernando Cujar | Registered representative | CFP | Mar 2022 (4y) | |
| Todd Jarred Smiler | Registered representative | Mar 2022 (4y) | ||
| Steven Joseph Haug | Registered representative | Mar 2022 (4y) | ||
| Daniel David Gustafson | Registered representative | Mar 2022 (4y) | ||
| Christopher Dee Smith | Registered representative | Apr 2022 (4y) | ||
| David James Brouillette | Registered representative | Apr 2022 (4y) | ||
| Jason Mathew Forstot | Registered representative | Apr 2022 (4y) | ||
| Joel Wayne Josephs | Registered representative | Apr 2022 (4y) | ||
| Tory Adams Klinedinst | Registered representative | Apr 2022 (4y) | ||
| Anthony James Benz | Registered representative | Apr 2022 (4y) | ||
| Jason R Knight | Registered representative | CFP | Apr 2022 (4y) | |
| Richard Mark Tyroler | Registered representative | May 2022 (4y) | ||
| Joseph Stuart Karp | Registered representative | May 2022 (4y) | ||
| Theodore Gilbert Baer | Registered representative | CFP | Jun 2022 (4y) | |
| Jared Ray Krog | Registered representative | Jul 2022 (4y) | ||
| Gregg Carol Buxton | Registered representative | CFP | Aug 2022 (4y) | |
| Ruth Renee Stene | Registered representative | Sep 2022 (4y) | ||
| Stephen Richard Waite | Registered representative | Nov 2022 (4y) | ||
| Ross Hansberger | Registered representative | Nov 2022 (4y) | ||
| Eric Brian Parnell | Registered representative | CFA | Dec 2022 (4y) | |
| Ellen L Welsh | Registered representative | CFP | Jan 2023 (4y) | |
| Scott Daniel Bantz | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| David K Guild | Registered representative | Feb 2023 (3y) | ||
| Matthew James Olson | Registered representative | CFP Chartered Financial Consultant | Mar 2023 (3y) | |
| Sheri Lynn Sorensen | Registered representative | Mar 2023 (3y) | ||
| George Thomas Clarke | Registered representative | Personal Financial Specialist | Mar 2023 (3y) | |
| Kristen Lyn Money | Registered representative | Mar 2023 (3y) | ||
| Michael R. Danjczek | Registered representative | Mar 2023 (3y) | ||
| Matthew James Quinn | Registered representative | Apr 2023 (3y) | ||
| Jodi Kay Gibson | Registered representative | May 2023 (3y) | ||
| Jordan Thomas Wold | Registered representative | May 2023 (3y) | ||
| Peter Anthony Augustine | Registered representative | May 2023 (3y) | ||
| Sean Patrick Buchanan | Registered representative | May 2023 (3y) | ||
| Elizabeth Gosek | Registered representative | Aug 2023 (3y) | ||
| Christopher Padrick | Registered representative | Aug 2023 (3y) | ||
| Sal Stanzione Jr | Registered representative | Aug 2023 (3y) | ||
| Kayla Hall | Registered representative | Aug 2023 (3y) | ||
| Michael Bradley Englund | Registered representative | Chartered Financial Consultant | Sep 2023 (3y) | |
| Brian J Samec | Registered representative | CFP Chartered Financial Consultant | Sep 2023 (3y) | |
| David C Gornitzky | Registered representative | Nov 2023 (3y) | ||
| Leo Frederick Sage | Registered representative | Nov 2023 (3y) | ||
| Fredrik Gilman Borstad | Registered representative | Nov 2023 (3y) | ||
| Leif Jacob Briel | Registered representative | CFP | Nov 2023 (3y) | |
| Mark Chester Hegstrom | Registered representative | Nov 2023 (3y) | ||
| Ryan Christopher Williams | Registered representative | CFP | Nov 2023 (3y) | |
| Vicki Lynn Kaminski | Registered representative | Nov 2023 (3y) | ||
| Thomas John Lally | Registered representative | CFP | Dec 2023 (3y) | |
| Trevor Campbell | Registered representative | Jan 2024 (3y) | ||
| Matthew J Kavanagh | Registered representative | Feb 2024 (2y) | ||
| Hanna Michaela Rask | Registered representative | Chartered Financial Consultant | Apr 2024 (2y) | |
| Andrea S Schrieffer | Registered representative | CFP Chartered Financial Consultant | May 2024 (2y) | |
| Ryan John Shanley | Registered representative | Jun 2024 (2y) | ||
| Kevin David Rafferty | Registered representative | Jun 2024 (2y) | ||
| David John Balint | Registered representative | Jul 2024 (2y) | ||
| Jason L Delcollo | Registered representative | Jul 2024 (2y) | ||
| Mathias C Beck | Registered representative | Jul 2024 (2y) | ||
| Joshua Ryan Decker | Registered representative | CFP | Jul 2024 (2y) | |
| Matthew Wayne Martinson | Registered representative | Jul 2024 (2y) | ||
| Nicholas Richard Weidman | Registered representative | Jul 2024 (2y) | ||
| Christopher Nelson | Registered representative | Aug 2024 (2y) | ||
| Michelle Ann Maciosek | Registered representative | Aug 2024 (2y) | ||
| Carmen Maria Bolius Andrews | Registered representative | Aug 2024 (2y) | ||
| Nathaniel Michael Gornitzky | Registered representative | Aug 2024 (2y) | ||
| Nicholas David Dalessandro | Registered representative | Aug 2024 (2y) | ||
| Anurati A Patel | Registered representative | Sep 2024 (2y) | ||
| Sarah Louise Johnson | Registered representative | CFP | Oct 2024 (2y) | |
| Trevor Raymond Wasbotten | Registered representative | Oct 2024 (2y) | ||
| Rosemarie Theresa Dempsey | Registered representative | Oct 2024 (2y) | ||
| Erin Marie Freund | Registered representative | CFP | Oct 2024 (2y) | |
| Brian Weber Chew | Registered representative | Jan 2025 (2y) | ||
| H Paul Friedman | Registered representative | Feb 2025 (1y) | ||
| John Hilmer | Registered representative | Feb 2025 (1y) | ||
| David Benjamin Hart | Registered representative | CFP | Feb 2025 (1y) | |
| Michael Dale Allen | Registered representative | Feb 2025 (1y) | ||
| Christopher Alan Swanson | Registered representative | CFP | Feb 2025 (1y) | |
| Jeffrey M Judge | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Mark Anthony Rossbach | Registered representative | Feb 2025 (1y) | ||
| Brenden A Cullen | Registered representative | Feb 2025 (1y) | ||
| James Otto Shoup | Registered representative | CFP | Mar 2025 (1y) | |
| William Guyton Allen | Registered representative | Mar 2025 (1y) | ||
| Evan Coffey | Registered representative | Apr 2025 (1y) | ||
| Kamali Chambers | Registered representative | May 2025 (1y) | ||
| Joshua Robert Ask | Registered representative | Jun 2025 (1y) | ||
| Jared Steven Deutsch | Registered representative | Jul 2025 (1y) | ||
| Nicole E Andrews | Registered representative | Sep 2025 (1y) | ||
| Benjamin Joseph Johnson | Registered representative | Sep 2025 (1y) | ||
| Kaylee Ann Mc Clellan | Registered representative | CFP | Sep 2025 (1y) | |
| Eric J. Hough | Registered representative | Sep 2025 (1y) | ||
| Samuel Thomas Wade | Registered representative | Oct 2025 (1y) | ||
| Michael P Butrica | Registered representative | Oct 2025 (1y) | ||
| Seth Charles Hansvick | Registered representative | CFP Chartered Financial Consultant | Oct 2025 (1y) | |
| Jeremy David Kerr | Registered representative | Nov 2025 (1y) | ||
| Aaron Robert Harwood | Registered representative | Nov 2025 (1y) | ||
| George Robert Plock | Registered representative | Nov 2025 (1y) | ||
| Tiernan Patrick Corbin Talbot | Registered representative | Nov 2025 (1y) | ||
| Elizabeth Madonna | Registered representative | Dec 2025 (1y) | ||
| Michael Edward Tindall | Registered representative | CFA | Dec 2025 (1y) | |
| Robert Taylor Anderson | Registered representative | Jan 2026 (1y) | ||
| Todd Joseph Morris | Registered representative | Jan 2026 (1y) | ||
| Roger Alan Anderson | Registered representative | CFP | Jan 2026 (1y) | |
| William J De Mar | Registered representative | Jan 2026 (1y) | ||
| Alexis Perron | Registered representative | Mar 2026 (0y) | ||
| Timothy N Young | Registered representative | Mar 2026 (0y) | ||
| Claire Delaney Hart | Registered representative | Mar 2026 (0y) | ||
| Nicholas Schneider | Registered representative | Mar 2026 (0y) | ||
| Ryan Damhof | Registered representative | May 2026 (0y) | ||
| Ryan Jonathan Davis | Registered representative | Chartered Financial Consultant | May 2026 (0y) | |
| Kate Elizabeth Templeton | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Great Valley Advisor Group, Llc. | Owner | Sep 2022 | A | 75% or more |
| Gva Management Holding Inc | Owner | Oct 2022 | B | ≈ 56.25% – 100% via Great Valley Advisor Group, Llc. |
Estimated effective ownership (look-through of filed bands):
- Ryan Christopher Todd: 50% – 75% of Gva Management Holding Inc × 75% – 100% of Great Valley Advisor Group, Llc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Gva Management Holding Inc: 75% – 100% of Great Valley Advisor Group, Llc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Medical Network Of Alaska, Llc 401(k) Profit Sharing Plan | Medical Network Of Alaska, Llc | 141 | $6.9M | 01/01/2024 |
| Beams, Llc 401(k) Plan | Beams, Llc | 757 | $27.7M | 01/01/2024 |
| Andersen 401 K Plan | Andersen Corporation | 13,271 | $1.5B | 01/01/2024 |
| Luminate Home Loans Retirement Plan | Luminate Home Loans, Inc. | 656 | $25.2M | 01/01/2024 |
| Oem Fabricators, Inc. 401(k) Plan & Trust | Oem Fabricators, Inc. | 276 | $20.9M | 01/01/2024 |
| Bill's Distributing, Ltd. 401(k) Profit Sharing Plan | Bills Distributing, Ltd. | 214 | $14.9M | 01/01/2024 |
| Northwest Family Physicians, P.A. 401(k) Profit Sharing Plan | Northwest Family Physicians, P.A. | 87 | $17.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- LPL Financial $4.0B (38% of AUM) Jul 2026
- Sei Investments Company $408M (8% of AUM) Mar 2023
- Fidelity Brokerage Services $395M (8% of AUM) Mar 2023
- Charles Schwab & Co. $61.7M (3% of AUM) Dec 2020
- Brinker Capital Securities, Inc. $7.3M (0% of AUM) Dec 2020
- Assetmark Brokerage, Llc $1.4M (0% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗