1, 2, 3, what a place to be! Great Valley Advisor Group is ranked number 123 on the Forbes SHOOK Research list of America's Top RIA Firms for 2023! This is the second annual Top RIA Firms List, compiled independently by SHOOK, based on 42,643 firm nominations, of which just over 23,000 were considered for the next phase. SHOOK's diligent process includes meeting with each of the independent firms they rank, stating “Quality is always first; if we're going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.” Rankings are not based on size or growth necessarily, rather their focus is to highlight “firms in which we can thoroughly understand how each client is actually treated. In doing so, we measure aspects like processes that are inherent in each client relationship, what is the team’s purpose, and what is the underlying culture that we see throughout all levels of employees.” We are beyond honored to be recognized as one of the top 1% of RIA’s in the country, and grateful for all of the truly wonderful people that make up our GVA Family – employees, advisors, and clients alike – hats off to all of you, your high standards, best practices, and for leading the way in delivering the best possible experience.
Yes sir!!!
Congratulations!
Congrats!! Well deserved