Best Financial Advisors in VALENCIA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$418M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in VALENCIA
#1
85
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
VALENCIA, CA · Since 2019
$259M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
84
EAGLE WEALTH MANAGEMENT GROUP INC.
VALENCIA, CA · Since 2023
$418M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
83
M2 CAPITAL ADVISORS
VALENCIA, CA · Since 2026
$158M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
77
PROSPERITAS FINANCIAL, LLC
VALENCIA, CA · Since 2021
$812M AUM23 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in VALENCIA?
The median advisory fee in VALENCIA, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.