City
Wealth management firms in Valencia, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Valencia, California reported $1.7 billion in regulatory assets under management; the largest by assets was Prosperitas Financial, LLC, with $812.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $151.1 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Prosperitas Financial, LLC | SEC | $812.5 million | 4,890 |
| 2 | Eagle Wealth Management Group Inc. | SEC | $417.5 million | 483 |
| 3 | Global Financial Advisory Services, Inc. | SEC | $259.3 million | 659 |
| 4 | Financial Security Solutions, Corp. | State | $69.0 million | 167 |
| 5 | Wealth Planning Group, Inc. | State | $47.7 million | 161 |
| 6 | Mears Money Management | State | $38.4 million | 95 |
| 7 | Avinci Wealth Management, Inc. | State | $10.3 million | 65 |
| 8 | Think Wealth, LLC | State | $4.9 million | 110 |
| 9 | Socal Planners, Inc | State | $2.8 million | 18 |
| 10 | Martin & Company | SEC | $0 | 0 |
| 11 | RCV Financial Services | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.