Managers in Valencia, CA

United States · 8 asset managers within 25 km (3 in Valencia itself) · 31 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Los Angeles, CA 344 · Santa Monica, CA 99 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Venice, CA 13 · Westlake Village, CA 11 · Marina Del Rey, CA 11 · Woodland Hills, CA 8 · Burbank, CA 8 · Thousand Oaks, CA 8 · Culver City, CA 8

Asset managers in and around Valencia

#	Manager	People here	Assets
1	M2 FINANCIAL LLC mutual funds · Valencia $158.0m	about 6main office	$158.0m
2	MONARCH PLAN ADVISORS institutions · Simi Valley $792.6m	about 5main office	$792.6m
3	GREYCROFT LP private equity, venture · Van Nuys $4.5bn	3	$4.5bn
4	Advus Financial Partners, LLC institutions · Valencia $4.0bn	3	$4.0bn
5	RFG Advisory, LLC mutual funds · Valencia $8.0bn	2	$8.0bn
6	3(38) INVESTMENT FIDUCIARIES institutions · Simi Valley $1.0bn	about 2main office	$1.0bn
7	WEALTH MANAGEMENT institutions · North Hills $3.7bn	1	$3.7bn
8	CAELION CAPITAL MANAGEMENT, LLC hedge funds · West Hills	office

8 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.