Great Valley Advisor Group Information
Contact top employees from
Great Valley Advisor Group
Summary
Great Valley Advisor Group has been in the industry for 44 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 29. To connect with Great Valley Advisor Group employee register on SignalHire.
Organization Website | greatvalleyadvisors.com |
Phone Number | (610) 296-7630 |
Industries | |
Headquarters Location | 920 Cassatt Rd, Berwyn, Pennsylvania, 19312 US |
Employees Size | 100-200 employees |
Specialties | Registered Investment Advisor, Hybrid RIA Model, Seamless Transition Assistance, Compliance, Succession Solutions, CPA Alliance, Cross Platform Program, Service & Technology, FinTech, Financial Technology |
Founded | 1982 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Great Valley Advisor Group shows a diverse range of experience levels:
5% have been with the company for less than 1 year16% for 1–2 years11% for 3–4 years26% for 5–7 years21% for 8–10 years21% have over 11 years of service at Great Valley Advisor GroupContact top employees from
Great Valley Advisor Group
J
James Spinelli
CEO + Founder
N
Nicole Schwab
Operations Consultant
M
M Ivette
Operations Manager ~ Advisor Servicing
K
Kate Templeton
Associate, Asset Management
M
Michael Hornung
Director, RIA Compliance
E
Evan Coffey
Investment Analyst, Asset Management Team
C
Chloe Smith
Incoming 2026 Summer Intern
K
Kavindu Ashan
Senior Accounting Lead
N
Nicole Arey
Administrative Assistant
E
Eric Hough
Director of Asset Management
K
Kate Quinn
Manager, Business Strategy
T
Tess Vaughan
Operations Administrative Assistant
J
Jason Kell
Director, Retirement Plan Specialist
N
Nicholas Murphy
Manager, Advisor Technology
E
Eric Parnell
Chief Market Strategist
M
Michelle Duff
Director of Operations & Transitions
Companies Similar to Great Valley Advisor Group
FAQ
Great Valley Advisor Group operates in the Finance industries. More details can be found on the official website: greatvalleyadvisors.com.
The headquarters of Great Valley Advisor Group are located in Berwyn, United States.
You can contact Great Valley Advisor Group by phone at (610) 296-7630.
Great Valley Advisor Group currently employs 100-200 people.
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