Firms by city
Registered investment advisers in Valencia, CA
4 SEC-registered advisers headquartered in Valencia, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Prosperitas Financial | Valencia, CA | $812M |
| Eagle Wealth Management Group | Valencia, CA | $418M |
| Global Financial Advisory Services | Valencia, CA | $259M |
| M2 Financial | Valencia, CA | $158M |
- Headquarters
- Valencia, CA
- Regulatory AUM
- $812M
- Headquarters
- Valencia, CA
- Regulatory AUM
- $418M
- Headquarters
- Valencia, CA
- Regulatory AUM
- $259M
- Headquarters
- Valencia, CA
- Regulatory AUM
- $158M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Valencia on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.