Falists

California · 12 advisers

Financial Advisors in Valencia, California

Looking for a financial advisor in Valencia, California? Falists indexes 12 SEC-registered and state-registered investment advisers in Valencia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $812.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

10

Largest AUM

$812.5M

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning9Trusts8Retirement7Institutional7

Top advisors in Valencia

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

RCV FINANCIAL SERVICES

Valencia, CA

AUM

$0

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

661-993-8611

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Valencia, California?
12 registered investment advisers are listed in our Valencia directory, sourced from public SEC filings.
What types of advisors are in Valencia?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Valencia?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.