Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Eagle Wealth Management Group Inc. financial advisors

Every SEC-registered investment adviser representative at Eagle Wealth Management Group Inc., by the state and city of the office they work from.

4 registered advisors work at Eagle Wealth Management Group Inc., in 2 states and 2 cities; the most are in Valencia, CA (3). 1 list the CFP designation and 2 are also registered broker representatives.

Search every Eagle Wealth Management Group Inc. advisor by name →Who joined and left Eagle Wealth Management Group Inc. →Eagle Wealth Management Group Inc.: assets, clients and custodians →

Cities with the most Eagle Wealth Management Group Inc. advisors

Valencia, CA 3Charlotte, NC 1

Eagle Wealth Management Group Inc. advisors by state

Eagle Wealth Management Group Inc. in California 3

Valencia 3

Eagle Wealth Management Group Inc. in North Carolina 1

Charlotte 1

Questions

How many financial advisors does Eagle Wealth Management Group Inc. have?

4 investment adviser representatives are registered with Eagle Wealth Management Group Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 1 list the CFP designation and 2 are also registered as broker representatives.

Where does Eagle Wealth Management Group Inc. have the most advisors?

Valencia, CA, with 3 registered advisors, then Charlotte, NC (1). By state, California has the most, with 3.

How do I find a Eagle Wealth Management Group Inc. financial advisor near me?

Pick your state below, then your city, to see every Eagle Wealth Management Group Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Eagle Wealth Management Group Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →