Van Hulzen Financial Advisors

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2.1B

99% of AUM

Avg account

$730K

Accounts

2,938

Employees

Advisory reps

Firm details

Headquarters: El Dorado Hills, California
CRD number: 116632
Registered since: March 14, 2003
Website: vanhulzenadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI63.27%
Individuals17.41%
Pooled Investment Vehicles10.48%
Corporations / Businesses4.9%
Charitable Organizations2.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Van Hulzen Financial Advisors is an independent RIA organized as an LLC that provides financial planning and portfolio management for individual and family clients as well as institutional and pooled-vehicle clients. The firm is registered with the SEC and has been since 2003. Its client billing is flexible—percentage-of-AUM fees are used alongside hourly, fixed-fee, and other arrangements—reflecting a mix of advisory engagements from ongoing wealth management to project-based planning. Van Hulzen does not identify as an active ESG investor and reports affiliations that include broker-dealer activity and insurance company relationships. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2025.