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
Top-Ranked Advisors in VALENCIA
#1
100
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
VALENCIA, CA · Since 2019
$259M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
M2 CAPITAL ADVISORS
VALENCIA, CA · Since 2026
$158M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
100
EAGLE WEALTH MANAGEMENT GROUP INC.
VALENCIA, CA · Since 2023
$418M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
PROSPERITAS FINANCIAL, LLC
VALENCIA, CA · Since 2021
$812M AUM23 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.