Investment advisers in San Luis Obispo, CA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| San Luis Wealth Advisors | $760.0 million | 6 | 0 |
| Cerro Pacific Wealth Advisors, LLC | $531.6 million | 6 | 0 |
| Trellis Wealth Advisors, LLC | $479.8 million | 4 | 0 |
| Blakeslee & Blakeslee Financial Advisers Inc. | $423.0 million | 8 | 0 |
| Nwm Advisors, LLC | $329.1 million | 2 | 0 |
| Phillip B. White Co., Inc | $318.7 million | 2 | 0 |
| Prossimo Advisors LLC | $238.5 million | 4 | 0 |
| Lewis Financial, LLC | $133.9 million | 3 | 0 |
| Wright Wealth Strategies, LLC | $127.2 million | 2 | 0 |
| R.I.T. Wealth Advisors | $0 | 3 | 0 |