Skip to content

Hello !

It's January 26, 2026

| Log Out

Welcome to the GVA Intranet!

  • Operations
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • GVA Asset Management
    • GVA Insurance Brokers
    • GVA Retirement Partners
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    Technology
    • Technology
    • Holistiplan
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    Events
    • Calendar
    • Past Events
    • AAC 2025 – Charleston
    • Philly Phorum: Winter 2025
    • VAST 2024 – Napa
    • AAC 2023 – Nashville
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

  • Departments
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • GVA Asset Management
    • GVA Insurance Brokers
    • GVA Retirement Partners
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    Technology
    • Technology
    • Holistiplan
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    Events
    • Calendar
    • Past Events
    • AAC 2025 – Charleston
    • Philly Phorum: Winter 2025
    • VAST 2024 – Napa
    • AAC 2023 – Nashville
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

  • Technology
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • GVA Asset Management
    • GVA Insurance Brokers
    • GVA Retirement Partners
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    Technology
    • Technology
    • Holistiplan
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    Events
    • Calendar
    • Past Events
    • AAC 2025 – Charleston
    • Philly Phorum: Winter 2025
    • VAST 2024 – Napa
    • AAC 2023 – Nashville
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

  • Recorded Demos & Meetings
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • GVA Asset Management
    • GVA Insurance Brokers
    • GVA Retirement Partners
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    Technology
    • Technology
    • Holistiplan
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    Events
    • Calendar
    • Past Events
    • AAC 2025 – Charleston
    • Philly Phorum: Winter 2025
    • VAST 2024 – Napa
    • AAC 2023 – Nashville
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

  • Events
    Operations
    • Schedule A Meeting
    • Contact Our Team
    • Custodians
    • Advisor Compensation
    • Advisor Referrals
    • GVA Financial Planning
    • Advisor Institute
    • Third Party Money Managers
    Departments
    • Advisor Onboarding
    • Compliance
      • Compliance Manual and BCP
      • E&O Insurance (RIA & IAR)
      • Marketing Compliance
        • Hybrid RIA Co-Branding
      • Promoter Agreement
      • Required Forms
      • SEC Marketing Rule
      • Text Messaging
    • GVA Asset Management
    • GVA Insurance Brokers
    • GVA Retirement Partners
    • Marketing
      • GVA Logos & Brand Guidelines
      • Ideas for Marketing Your DBA
      • Websites & Content Strategy
      • Sample Letters, Emails, Job Descriptions
    • Succession Planning
    Technology
    • Technology
    • Holistiplan
    • AdvisorBOB
    • SecureOffice
    • Salesforce
    • Pontera
    • RISR
    Events
    • Calendar
    • Past Events
    • AAC 2025 – Charleston
    • Philly Phorum: Winter 2025
    • VAST 2024 – Napa
    • AAC 2023 – Nashville
    More

    Recorded Demos & Meetings

    Blogs, Articles, & Videos

Upcoming GVA Events
Jan 28: GVA Transitioning Advisor/Support Staff Weekly Call
Feb 4: GVA Transitioning Advisor/Support Staff Weekly Call
Feb 5: GVA Tech Forum
Feb 11: GVA Transitioning Advisor/Support Staff Weekly Call
Feb 17: Market Update & Strategy Session
Feb 18: GVA Transitioning Advisor/Support Staff Weekly Call

Membership Registration

Request Access to The Gateway

Please fill out the information below. Be sure to use your email as the username.

Hint: The password should be at least twelve characters long. To make it stronger, use upper and lower case letters, numbers, and symbols like ! " ? $ % ^ & ).

LEAVE THIS BLANK
Log In

Related GVA News

  • Salesforce Release Update 2.1: Advisor Driven Feedback – DCA Distinction and “Ready to Invest” Logic Enhancements
    January 23, 2026|GVA Salesforce|
  • Salesforce Release Update 2.0: Task Automation & Trading Updates
    January 23, 2026|GVA Salesforce|
  • Salesforce Release Update 1.2: Advisor Driven Feedback – Household & Individual Ownership and Email Enhancements
    January 7, 2026|GVA Salesforce|
  • Salesforce Release Update 1.1: Advisor Driven Feedback – Layout Enhancements
    January 7, 2026|GVA Salesforce|
  • Salesforce Release Update 1.0: Tasks, Record Colors & Layout Updates
    January 7, 2026|GVA Salesforce|
  • Expand Your Practice: Complete LPL’s Buyer Survey
    February 28, 2025|GVA Business Development|
  • Spring Cleaning
    May 22, 2024|Retirement Partners|
  • GVA Salesforce: Record Type Update
    March 2, 2023|GVA Salesforce|
  • GVA Salesforce Updates: Linking Investment Records
    February 23, 2023|GVA Salesforce|

© 2026 Great Valley Advisor Group. All Rights Reserved. | This content is for GVA Advisor Internal Use Only. Not for public distribution.

Advisors with access to this site may be (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member FINRA and SIPC and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives of and offering investment advice through U.S. Financial Advisors and not affiliated with LPL Financial or Great Valley Advisor Group; or (3) solely investment advisor representatives of and offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial or U.S. Financial Advisors. LPL Financial, Great Valley Advisor Group, and U.S. Financial Advisors are separate entities.

Page load link
GVA Secure File Upload

Please use the link below to upload secure files to Great Valley Advisor Group.

Submit Secure Files
RIA Only Marketing Requests

Please submit all RIA Only Marketing Requests within the portal here. Thank you!

Submit Marketing Request
Advisor Referral Program

Do you know an advisor that would be a good fit to join GVA? Earn a payout through GVA’s Enhanced Referral Program.

GVA Advisor Referrals
Links
Go to Top