City
Wealth management firms in El Dorado Hills, California
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in El Dorado Hills, California reported $4.2 billion in regulatory assets under management; the largest by assets was Van Hulzen Financial Advisors, with $2.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $4.2 billion
- Average per firm
- $262.0 million
- SEC-registered, of those listed
- 7 of 16 (43.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Van Hulzen Financial Advisors | SEC | $2.1 billion | 2,938 |
| 2 | Statheros Financial Solutions, Inc. | SEC | $926.2 million | 1,430 |
| 3 | Riverpath Investments LLC | SEC | $362.9 million | 493 |
| 4 | Goldenstone Wealth Management | SEC | $238.3 million | 236 |
| 5 | Larsen Wealth Management | SEC | $172.2 million | 616 |
| 6 | Bridgeview Capital Advisors, Inc. | SEC | $122.2 million | 427 |
| 7 | Joiner Financial, LLC | State | $63.4 million | 144 |
| 8 | Thrive Financial Planning | State | $44.3 million | 137 |
| 9 | MW Investment Strategy | SEC | $42.8 million | 45 |
| 10 | Rossi Financial Group | State | $41.6 million | 146 |
| 11 | Continuum Financial Partners, LLC | State | $24.4 million | 61 |
| 12 | Polaris Capital Management LLC | State | $10.0 million | 39 |
| 13 | The $ Coach, LLC | State | $172,932 | 4 |
| 14 | Aladino Financial Services, Inc. | State | $0 | 0 |
| 15 | Heighten Capital Management LLC | State | $0 | 0 |
| 16 | Vortalis Wealth Management LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.