Falists

California · 13 advisers

Financial Advisors in El Dorado Hills, California

Looking for a financial advisor in El Dorado Hills, California? Falists indexes 13 SEC-registered and state-registered investment advisers in El Dorado Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $2.14B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

12

Largest AUM

$2.14B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning11Trusts11Retirement8Institutional5

Top advisors in El Dorado Hills

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in El Dorado Hills, California?
13 registered investment advisers are listed in our El Dorado Hills directory, sourced from public SEC filings.
What types of advisors are in El Dorado Hills?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in El Dorado Hills?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.