VAN HULZEN FINANCIAL ADVISORS

RIASEC RegisteredEst. 2003

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 SEC-registered wealth management firm organized as an LLC and operating since 2003. The firm serves both individual and family clients as well as institutional investors, providing financial planning and discretionary portfolio management for individuals, small businesses and pooled vehicles. Van Hulzen operates with an insurance broker-dealer affiliation and lists relationships with other advisers and an insurance company. Fees are charged by a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not an active ESG investor. Van Hulzen has appeared on industry lists, including FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025), reflecting recognition in trade publications for its scale and client-facing platform.