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Top 3 financial advisor firms in Valencia

3 SEC-registered financial advisor firms are headquartered in Valencia, CA, with $1.49B in combined regulatory assets under management. The largest by assets are Prosperitas Financial ($812M), Eagle Wealth Management Group ($418M) and Global Financial Advisory Services ($259M).

3
Financial advisor firms
$1.49B
Their combined AUM
$418M
Median firm AUM
2,914
Clients of the top 3

The 3 largest by assets

  1. 1
    Prosperitas Financial

    RIA

    $812M

  2. 2
    Eagle Wealth Management Group

    RIA

    $418M

  3. 3
    Global Financial Advisory Services

    RIA

    $259M

Profiles of the top 3

No. 1 · RIA

Prosperitas Financial

Prosperitas Financial is an investment adviser based in Valencia, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $812 million, as filed on 9 September 2026.

Regulatory AUM
$812M
Clients
2,138
Advisory staff
23
Custodians
Charles Schwab
Headquarters
25060 Avenue Stanford, Suite 100, Valencia, CA 91355
Phone
661-255-9555
Website
prosperitasfin.com

No. 2 · RIA

Eagle Wealth Management Group

Eagle Wealth Management Group is an investment adviser based in Valencia, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $418 million, as filed on 22 April 2026.

Eagle Wealth Management Group charges 1.25%–2.00% a year for its Asset Management.

Regulatory AUM
$418M
Clients
480
Advisory staff
5
Founded
2023
Fee schedule
1.25% to 2.00% a year
Minimum account
$25,000
Custodians
Charles Schwab
Headquarters
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355
Phone
661-257-9800
Website
eaglewealthinc.com

No. 3 · RIA

Global Financial Advisory Services

Global Financial Advisory Services is an investment adviser based in Valencia, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $259 million, as filed on 25 February 2026.

Regulatory AUM
$259M
Clients
296
Advisory staff
3
Founded
1997
Custodians
Charles Schwab
Headquarters
23822 Valencia BLVD., Suite 304, Valencia, CA 91355
Phone
661-286-0044
Website
gbmi.com

Questions about financial advisors in Valencia

How many financial advisor firms are headquartered in Valencia?

3 SEC-registered financial advisor firms report their principal office in Valencia, CA, managing $1.49B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Valencia?

Prosperitas Financial, with $812M in regulatory assets under management on its latest Form ADV. The next largest are Eagle Wealth Management Group ($418M) and Global Financial Advisory Services ($259M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Valencia?

The median firm manages $418M in regulatory assets. That is the midpoint of the 3 firms headquartered in Valencia.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Valencia?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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