Investment advisers in Valencia, CA

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-11-01

All advisers in CA

Firm	Assets	Employees	Disclosures
Prosperitas Financial, LLC	$812.5 million	33	0
Eagle Wealth Management Group Inc.	$417.5 million	8	0
Martin & Company	$336.2 million	6	0
Global Financial Advisory Services, Inc.	$259.3 million	3	0
M2 Capital Advisors	$158.0 million	6	2