A complete list of active advisors currently associated with Valley Investors Corporation

Warmer can help you find a great advisor at Valley Investors Corporation or one who fits your needs even better.

Valley Investors Corporation is a small advisory firm with two advisors managing approximately $3.41 million in assets for 12 individual clients. The firm provides ongoing portfolio management and investment advisory services and discloses its fee method as percentage-of-AUM in its Form ADV Part 2A. Its Form ADV Part 2A describes individualized portfolio management for individual clients and outlines the firm’s methods of analysis and account review procedures under Items 8 and 13. The brochure indicates the firm maintains standard advisory practices for supported firms rather than offering performance‑based fee arrangements or institutional investment programs. What distinguishes Valley Investors from many peers is its client mix and scale: the firm reports no high‑net‑worth clients and operates with a relatively modest asset base and small client roster. That combination — a supported two-advisor firm serving exclusively non‑HNW individuals with limited AUM — is uncommon among firms in the same category.

To learn more about the advisors currently working at Valley Investors Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")