RIAs in Valencia, California
Explore 5 RIAs headquartered in Valencia, with $2B in combined reported AUM.
RIAs5Headquartered here
Total AUM$2BReported regulatory AUM
Total Employees56Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Valencia
5 RIAsShowing 1–5 of 5 RIAs
Prosperitas Financial, LLC
VALENCIA, CAReported AUM$812.5M
Employees33
41.0% of city AUMView RIA ↗
Eagle Wealth Management Group Inc.
VALENCIA, CAReported AUM$417.5M
Employees8
21.0% of city AUMView RIA ↗
Martin & Company
VALENCIA, CAReported AUM$336.2M
Employees6
17.0% of city AUMView RIA ↗
Global Financial Advisory Services, Inc.
VALENCIA, CAReported AUM$259.3M
Employees3
13.1% of city AUMView RIA ↗
M2 Capital Advisors
VALENCIA, CAReported AUM$158M
Employees6
8.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.