AdvisorGrade

Financial advisers in El Dorado Hills, CA

6 registered investment adviser firms in El Dorado Hills managing $3.6B in assets, based on public SEC Form ADV filings.

Van Hulzen Financial Advisors

El Dorado Hills, CA · Est. 2003

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$134M
Advisers
16

No reported disclosures

Statheros Financial Solutions, INC.

El Dorado Hills, CA · Est. 2019

Local
Fee-only
AUM
$926M
Per adviser
$84M
Advisers
11

No reported disclosures

Goldenstone Wealth Management

El Dorado Hills, CA · Est. 2023

Local
Fee-only
AUM
$238M
Per adviser
$119M
Advisers
2

No reported disclosures

Larsen Wealth Management

El Dorado Hills, CA · Est. 2023

Local
Fee-based
AUM
$172M
Per adviser
$57M
Advisers
3

No reported disclosures

Bridgeview Capital Advisors, INC.

El Dorado Hills, CA · Est. 2026

Local
Fee-only
AUM
$114M
Per adviser
$57M
Advisers
2

No reported disclosures

Mw Investment Strategy

El Dorado Hills, CA · Est. 2018

LocalInternational
Fee-based
AUM
$43M
Per adviser
$7M
Advisers
6

No reported disclosures