Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Valencia is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Valencia & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Valencia, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and non-vetted financial advisors in Valencia, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Valencia, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
PROSPERITAS FINANCIAL, LLC 25060 Avenue Stanford, Suite 100 Valencia, CA, 91355 | 315768 | $221,789,751 | 1587 | A Percentage of AUM, Hourly charges, Fixed Fees |
EAGLE WEALTH MANAGEMENT GROUP INC. 28212 Kelly Johnson Parkway, Suite 175 Valencia, CA, 91355 | 327052 | $213,952,702 | 1107 | A Percentage of AUM |
GLOBAL FINANCIAL ADVISORY SERVICES, INC. 23822 Valencia Blvd., Suite 304 Valencia, CA, 91355 | 135234 | $154,416,374 | 548 | A Percentage of AUM, Hourly charges, Other (REFERRAL FEES) |
Your Information is Safe and Secure
FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS