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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in El Dorado Hills, CA

Every SEC-registered investment adviser representative at a firm office in El Dorado Hills, with the firms that employ the most of them.

113 registered advisors work in El Dorado Hills; the most are at Wells Fargo Clearing Services, LLC (29). 19 list the CFP designation and 70 are also registered broker representatives.

Firms with the most advisors in El Dorado Hills

FirmAdvisors in El Dorado Hills
Wells Fargo Clearing Services, LLC news29
Van Hulzen Financial Advisors17
LPL Financial LLC news8
Statheros Financial Solutions, Inc.7
Ameriprise Financial Services, LLC news5
Mw Investment Strategy5
Cetera Investment Advisers LLC news4
Edward Jones news3
J.P. Morgan Securities LLC news3
Aladino Financial Services, Inc.2
Creative Planning news2
Goldenstone Wealth Management2
Larsen Wealth Management2
Mdc Financial Research, LLC2
Osaic Wealth, Inc. news2
Private Advisor Group, LLC2
RBC Capital Markets, LLC news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
U.S. Bancorp Advisors, LLC2
Bellwether Capital Management LLC1
Bridgeview Capital Advisors, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Continuum Financial Partners, LLC1
Figure Investment Advisors, LLC1

Advisors in El Dorado Hills, A to Z

CFP advisors in El Dorado Hills →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in El Dorado Hills, CA?

113 investment adviser representatives are registered at firm offices in El Dorado Hills, California, according to the SEC's Investment Adviser Public Disclosure records. 70 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in El Dorado Hills?

Wells Fargo Clearing Services, LLC, with 29 registered advisors in El Dorado Hills, followed by Van Hulzen Financial Advisors with 17.

How do I check a financial advisor in El Dorado Hills?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.