Wealth manager, independent · EL Dorado Hills, CA
Van Hulzen Financial Advisors
Van Hulzen Asset Management, LLC · SEC-registered investment adviser · CRD 116632 · SEC 801-61884
At a glance
Van Hulzen Financial Advisors is an SEC-registered investment adviser based in EL Dorado Hills, California, with $2.1B in regulatory assets under management as of its Form ADV filed August 17, 2026. It reports 1,389 individual clients, 369 of them high-net-worth, holding an average of about $1.2 million each, and 21 employees. That ranks it 521st among the nation’s 5,657 independent wealth management RIAs and 65th of 714 in California. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Northern Trust and Fidelity.
Main office 916-608-4284vanhulzenadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among independent wealth managers
- #521 of 5,657
- Rank among all SEC RIAs
- #3,489 of 17,210
- Rank in California
- #65 of 714
- Individual clients
- 1,389
- High-net-worth clients
- 369
- Accounts
- 2,938
- Discretionary
- 99% of AUM
- Employees
- 21
- Advisory staff
- 16
- Offices
- 3
Owners and executives on its Form ADV
- Rhett A. BealVice President
- Craig D. VanhulzenFounder and CEO
- Bradley R. NicholsonPresident
- Stefanus Ten BrinkManaging Director
- Paul NederveldDirector of Business Operations and Chief Compliance Officer
- John R. PearceManaging Director
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Wedbush Securities Inc..
- Wedbush Securities Inc. ↗CRD 877
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 369 | $1.4B | 63% |
| Individuals | 1,020 | $373M | 17% |
| Pooled investment vehicles | 1 | $225M | 10% |
| Corporations or other businesses | 29 | $105M | 5% |
| Charitable organizations | 44 | $45M | 2% |
| Pension and profit sharing plans | 36 | $39M | 2% |
Disciplinary disclosures
Van Hulzen Financial Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗vanhulzenadvisors.com ↗
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The full record on Van Hulzen Financial Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,845 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Oakmont CorporationLOS Angeles | $2.2B | 63 |
| Evolve Private Wealth, LLCLOS Angeles | $2.1B | 679 |
| Financial Management Network IncMission Viejo | $2.1B | 1,379 |
| Coastedge Partners, LLCSAN Diego | $2.1B | 131 |
| Fairview CapitalGreenbrae | $2.0B | 241 |
| JSF Financial, LLCLOS Angeles | $2.0B | 791 |
Background
Questions
How much does Van Hulzen Financial Advisors manage?
Van Hulzen Financial Advisors reports $2.1B in regulatory assets under management across 2,938 accounts, 99% of it on a discretionary basis, on its Form ADV filed August 17, 2026.
How many clients does Van Hulzen Financial Advisors have?
It reports 1,389 individual clients: 369 high-net-worth individuals and 1,020 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Van Hulzen Financial Advisors headquartered?
Its main office is in EL Dorado Hills, California. It reports 3 offices in total and 21 employees, 16 of whom perform investment advisory functions.
How does Van Hulzen Financial Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Van Hulzen Financial Advisors use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Northern Trust and Fidelity. On Schedule D of its Form ADV filed August 17, 2026, it reports these amounts held: Charles Schwab ($1.3B); Northern Trust ($355M); Fidelity ($262M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Van Hulzen Financial Advisors a hybrid RIA with a broker-dealer?
It names an affiliated broker-dealer: Wedbush Securities Inc..
Is Van Hulzen Financial Advisors a fiduciary?
As an SEC-registered investment adviser, Van Hulzen Financial Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Van Hulzen Financial Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →