Financial advisers in Valencia, CA
5 registered investment adviser firms in Valencia managing $1.6B in assets, based on public SEC Form ADV filings.
Prosperitas Financial, LLC
Valencia, CA · Est. 2021
LocalInternational
- AUM
- $812M
- Per adviser
- $35M
- Advisers
- 23
No reported disclosures
Eagle Wealth Management Group INC.
Valencia, CA · Est. 2023
Local
- AUM
- $418M
- Per adviser
- $84M
- Advisers
- 5
No reported disclosures
Global Financial Advisory Services, INC.
Valencia, CA · Est. 2019
LocalInternational
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
M2 Capital Advisors
Valencia, CA · Est. 2026
Local
- AUM
- $158M
- Per adviser
- $26M
- Advisers
- 6
No reported disclosures
Martin & Company
Valencia, CA · Est. 2026
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures