Top financial advisors in El Dorado Hills, CA
We’ve curated a list of the best financial advisors in El Dorado Hills, take a look at it below
Find an advisor in El Dorado Hills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,755,961,171 | 19 advisors | ||
| 2 | $80,500,000 | 1 advisors | ||
| 3 | $48,186,114 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in El Dorado Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case El Dorado Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Van Hulzen Asset Management
Van Hulzen Asset Management is a financial advisory firm based in El Dorado Hills, California. It currently has approximately $1,755,961,171 of assets under management and employs about 19 people. Van Hulzen Asset Management uses a fee structure of a percentage of assets under your management, hourly charges, performance-based fees and consulting fees.
Assets under management
$1,755,961,171
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
CONSULTING FEES
SEC number
801-61884
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting Services
Lagunitas Asset Management, LLC
Lagunitas Asset Management, LLC is a financial advisory firm based in El Dorado Hills, California. It currently has approximately $80,500,000 of assets under management and employs about 1 people. Lagunitas Asset Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$80,500,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-119512
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Mw Investment Strategy
Mw Investment Strategy is a financial advisory firm based in El Dorado Hills, California. It currently has approximately $48,186,114 of assets under management and employs about 6 people. Mw Investment Strategy uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$48,186,114
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112626
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.