Financial advisors in El Dorado Hills, CA

122 match · page 1 of 5

Ashley Hamman
Financial advisor at Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. · $122.2M AUM
CFP®VerifiedFinancial planning
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Bradley Nicholson
Financial advisor at Van Hulzen Financial Advisors
Van Hulzen Financial Advisors · $2.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Olmstead
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cottrell
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Torchiana
Financial advisor at Continuum Financial Partners, LLC
Continuum Financial Partners, LLC · $24.4M AUM
CFP®VerifiedFinancial planning
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Daniel Vetter
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Waldrop
Financial advisor at Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. · $122.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emilie Andres
Financial advisor at Statheros Financial Solutions, Inc.
Statheros Financial Solutions, Inc. · $926.2M AUM
CFP®VerifiedFinancial planning
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Gay Bone
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Parsons
Financial advisor at Statheros Financial Solutions, Inc.
Statheros Financial Solutions, Inc. · $926.2M AUM
CFP®VerifiedFinancial planning
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James Parenti
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Jeffrey Impey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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John Barnes
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
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John Zezini
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joshua Myer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Karin Le
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Kayle Larsen
Financial advisor at Larsen Wealth Management
Larsen Wealth Management · $172.2M AUM
CFP®VerifiedFinancial planning
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Matthew Cimino
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Michael Haskins
Financial advisor at Larsen Wealth Management
Larsen Wealth Management · $172.2M AUM
CFP®VerifiedFinancial planning
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Ronald Mammen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Draper
Financial advisor at Thrive Financial Planning
Thrive Financial Planning · $44.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Erickson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tamara Radisic Harms
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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William Henley
Financial advisor at Larsen Wealth Management
Larsen Wealth Management · $172.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Karr
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Adarsh Shyamsundar
Financial advisor at Polaris Capital Management LLC
Polaris Capital Management LLC · $10M AUM
VerifiedFinancial planning
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Amber Adams
Financial advisor at Van Hulzen Financial Advisors
Van Hulzen Financial Advisors · $2.14B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ana Ramirez
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Peterson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Scarry
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in El Dorado Hills, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in El Dorado Hills, CA.

How this list works

Before you hire an advisor in El Dorado Hills, CA