Top 5 financial advisor firms in El Dorado Hills

5 SEC-registered financial advisor firms are headquartered in El Dorado Hills, CA, with $3.6B in combined regulatory assets under management. The largest by assets are Van Hulzen Asset Management ($2.14B), Statheros Financial Solutions ($926M) and Goldenstone Wealth Management ($238M).

5
Financial advisor firms: $3.6B
Their combined AUM: $238M
Median firm AUM: 2,478
Clients of the top 5

The 5 largest by assets

1
Van Hulzen Asset Management
RIA
$2.14B
Up to 1.50%
2
Statheros Financial Solutions
RIA
$926M
0.10% to 1.20% a year
3
Goldenstone Wealth Management
RIA
$238M
Regulatory AUM
4
LWM Advisors
RIA
$172M
0.70% to 2.00% a year
5
Bridgeview Capital Advisors
RIA
$122M
0.50% to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Van Hulzen Asset Management

Van Hulzen Asset Management is an investment adviser based in El Dorado Hills, CA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $2.14 billion, as filed on 17 August 2026.

Van Hulzen Asset Management charges up to 1.50% for its Wealth Management Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.14B
Clients: 1,499
Advisory staff: 16
Fee schedule: Up to 1.50%
Custodians: Charles Schwab, Northern Trust Securities, Fidelity
Headquarters: 4370 Town Center BLVD., Suite 220, El Dorado Hills, CA 95762
Phone: 916-608-4284
Website: vanhulzenadvisors.com

No. 2 · RIA

Statheros Financial Solutions

Statheros Financial Solutions is an investment adviser based in El Dorado Hills, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $926 million, as filed on 2 June 2026.

Statheros Financial Solutions charges 0.10%–1.20% a year for its Investment Advisory Services.

Regulatory AUM: $926M
Clients: 625
Advisory staff: 11
Fee schedule: 0.10% to 1.20% a year
Custodians: Charles Schwab, Mid Atlantic Clearing & Settlement
Headquarters: 1107 Investment BLVD., Ste. 135, El Dorado Hills, CA 95762
Phone: 916-932-1219
Website: statherosfinancial.com

No. 3 · RIA

Goldenstone Wealth Management

Goldenstone Wealth Management is an investment adviser based in El Dorado Hills, CA, registered with the SEC since 2023. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $238 million, as filed on 18 September 2026.

Regulatory AUM: $238M
Clients: 77
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
Phone: 916-799-6527
Website: goldenstonewealth.com

No. 4 · RIA

LWM Advisors

LWM Advisors is an investment adviser based in El Dorado Hills, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $172 million, as filed on 5 March 2026.

LWM Advisors charges 0.70%–2.00% a year for its Ongoing financial planning and portfolio management.

Regulatory AUM: $172M
Clients: 124
Advisory staff: 3
Fee schedule: 0.70% to 2.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762
Phone: 916-939-6860
Website: larsenwealthmanagement.com

No. 5 · RIA

Bridgeview Capital Advisors

Bridgeview Capital Advisors is an investment adviser based in El Dorado Hills, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $122 million, as filed on 14 September 2026.

Bridgeview Capital Advisors charges 0.50%–1.50% a year for its Asset Management Fees.

Regulatory AUM: $122M
Clients: 153
Advisory staff: 2
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
Phone: 916-235-6857
Website: bridgeviewadvisors.com

Questions about financial advisors in El Dorado Hills

How many financial advisor firms are headquartered in El Dorado Hills?

5 SEC-registered financial advisor firms report their principal office in El Dorado Hills, CA, managing $3.6B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in El Dorado Hills?

Van Hulzen Asset Management, with $2.14B in regulatory assets under management on its latest Form ADV. The next largest are Statheros Financial Solutions ($926M) and Goldenstone Wealth Management ($238M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in El Dorado Hills?

The median firm manages $238M in regulatory assets. That is the midpoint of the 5 firms headquartered in El Dorado Hills.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in El Dorado Hills charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.20% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in El Dorado Hills?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

El Dorado Hills has 5 financial advisor firms; see every adviser in the city →