| 1. Van Hulzen Financial Advisors CRD 116632 · Limited Liability Company | EL DORADO HILLS, CA | $2.1B Mar 2026 | +$149.5M+7.5% | +$541.5M+33.8% | +$1.0B+94.0% | +$1.9B+991.0% | +2 employees+10.5% over 3Y | +928 accounts+46.2% over 3Y |
| 2. Statheros Financial Solutions, INC. CRD 306217 · Corporation | EL DORADO HILLS, CA | $926.2M Jun 2026 | +$116.1M+14.3% | +$348.1M+60.2% | +$339.1M+57.8% | +$429.3M+86.4% | 0 employees+0.0% over 3Y | +207 accounts+16.9% over 3Y |
| 3. Goldenstone Wealth Management CRD 310041 · Limited Liability Company | EL DORADO HILLS, CA | $238.3M Feb 2026 | +$78.2M+48.9% | — | — | +$115.2M+93.7% | 0 employees+0.0% over 1Y | +56 accounts+31.1% over 1Y |
| 4. Larsen Wealth Management CRD 146620 · Corporation | EL DORADO HILLS, CA | $172.2M Mar 2026 | +$20.8M+13.8% | — | — | — | 0 employees+0.0% over 3Y | +8 accounts+1.3% over 1Y |
| 5. Bridgeview Capital Advisors, INC. CRD 6290 · Corporation | EL DORADO HILLS, CA | $114.1M Jun 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 6. Mw Investment Strategy CRD 118433 · Corporation | EL DORADO HILLS, CA | $42.8M Mar 2026 | -$723.4K-1.7% | -$13.1M-23.5% | -$22.1M-34.1% | -$7.5M-15.0% | +3 employees+100.0% over 3Y | -12 accounts-21.1% over 3Y |