Investment adviser firms in VALENCIA, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- EAGLE WEALTH MANAGEMENT GROUP INC.CRD 327052 · VALENCIA, CA$417,512,088.00Regulatory AUM · August 2026
- GLOBAL FINANCIAL ADVISORY SERVICES, INC.CRD 135234 · VALENCIA, CA$259,257,690.00Regulatory AUM · August 2026
- M2 FINANCIAL LLCCRD 288829 · VALENCIA, CA$157,995,972.00Regulatory AUM · August 2026
- MARTIN ADVISORS LLCCRD 342180 · VALENCIA, CANot availableRegulatory AUM · August 2026
- PROSPERITAS FINANCIAL, LLCCRD 315768 · VALENCIA, CA$812,462,629.00Regulatory AUM · August 2026