Financial advisers in San Luis Obispo, CA

10 registered investment adviser firms in San Luis Obispo managing $3.3B in assets, based on public SEC Form ADV filings.

San Luis Wealth Advisors

San Luis Obispo, CA · Est. 2020

Local

Fee-based

AUM: $760M
Per adviser: $190M
Advisers: 4

No reported disclosures

Cerro Pacific Wealth Advisors, LLC

San Luis Obispo, CA · Est. 2020

Local

Fee-based

AUM: $532M
Per adviser: $133M
Advisers: 4

No reported disclosures

Trellis Wealth Advisors, LLC

San Luis Obispo, CA · Est. 2014

Local

Fee-only

AUM: $480M
Per adviser: $120M
Advisers: 4

No reported disclosures

Blakeslee & Blakeslee Financial Advisers INC.

San Luis Obispo, CA · Est. 2019

RegionalInternational

Fee-only

AUM: $423M
Per adviser: $60M
Advisers: 7

No reported disclosures

Nwm Advisors, LLC

San Luis Obispo, CA · Est. 2016

Local

Fee-only

AUM: $329M
Per adviser: $165M
Advisers: 2

No reported disclosures

Phillip B. White Co., INC

San Luis Obispo, CA · Est. 2019

Local

Fee-based

AUM: $319M
Per adviser: $159M
Advisers: 2

No reported disclosures

Prossimo Advisors LLC

San Luis Obispo, CA · Est. 2020

Local

Fee-based

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

Lewis Financial, LLC

San Luis Obispo, CA · Est. 2025

Local

Fee-only

AUM: $134M
Per adviser: $45M
Advisers: 3

No reported disclosures

Wright Wealth Strategies, LLC

San Luis Obispo, CA · Est. 2025

LocalInternational

Fee-only

AUM: $127M
Per adviser: $127M
Advisers: 1

No reported disclosures

R.I.T. Wealth Advisors

San Luis Obispo, CA · Est. 2026

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures