Best Financial Advisors in EL DORADO HILLS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in EL DORADO HILLS
MW INVESTMENT STRATEGY
EL DORADO HILLS, CA · Since 2018
LARSEN WEALTH MANAGEMENT
EL DORADO HILLS, CA · Since 2023
STATHEROS FINANCIAL SOLUTIONS, INC.
EL DORADO HILLS, CA · Since 2019
GOLDENSTONE WEALTH MANAGEMENT
EL DORADO HILLS, CA · Since 2023
VAN HULZEN FINANCIAL ADVISORS
EL DORADO HILLS, CA · Since 2003
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in EL DORADO HILLS?
The median advisory fee in EL DORADO HILLS, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.