Aaron Robert Harwood
Financial advisor at Great Valley Advisor Group, LLC
Last updated 2026-10-10
Claim your profileAaron Robert Harwood is a financial advisor at Great Valley Advisor Group, LLC, CRD 7911034. Licenses and exams on the registration: Series 65, Series 65. IAPD registration began 2024-05-07.
Registration
- CRD number
- 7911034
- Registration status
- Active
- IAPD registration
- 2024-05-07
- Industry Experience
- 2 years
- Work Experience
- 15 years
- States registered
- MN
Licenses and exams
- Series 65
- Series 65
Work history
- 2021-05 to Present · Arh Financial LLC · Burnsville, MN
- 2020-03 to 2021-05 · Harwood Property Adv LLC · Burnsville, MN
- 2011-10 to 2020-02 · Fairview Health Services · Minneapolis, MN
- 2025-11 to Present · Dsb Rock Island Wealth Management · Edina, MN
Current employment
- Great Valley Advisor Group, LLC · Berwyn, PA
Great Valley Advisor Group, LLC
- Regulatory AUM
- $10,599,707,027
- Registered advisors
- 205
- Offices
- 111
- Clients per advisor
- 180.6 (High)
- Average AUM per client
- $286.4K (Low)
- High-net-worth client ratio
- 4.8% (Low)
Great Valley Advisor Group, LLC: advisors, services and reported ETF investments
About
Aaron Robert Harwood is a financial advisor at Great Valley Advisor Group, LLC. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 15 years of reported work history.
Great Valley Advisor Group, LLC's firm-level Form ADV reports 205 advisors across 111 offices; approximately 180.6 clients per advisor, average assets per client of $286,370, and regulatory AUM of $10.6B; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $4.3B across 541 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Aaron Robert Harwood personally.
Reported ETF positions
Great Valley Advisor Group reports 541 ETF positions worth $4.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $145.8M |
| DLN — WisdomTree U.S. LargeCap Dividend Fund | $142.2M |
| QGRO — American Century U.S. Quality Growth ETF | $122.6M |
| IDMO — Invesco S&P International Developed Momentum ETF | $93.6M |
| BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $91.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Great Valley Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $31.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $43.4M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | ACYS — FT Vest Laddered Autocallable Barrier & Resilient Income ETF | $4.2M | Top 99.0% | Replicability (R²) 44.0% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Great Valley Advisor Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 610-296-7630
- Website: optimalwealthservices.com
Official record
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