Firms by city
Registered investment advisers in San Luis Obispo, CA
10 SEC-registered advisers headquartered in San Luis Obispo, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Slwa | San Luis Obispo, CA | $760M |
| Cerro Pacific Wealth Advisors | San Luis Obispo, CA | $532M |
| Trellis Wealth Advisors | San Luis Obispo, CA | $480M |
| Blakeslee & Blakeslee Financial Advisers | San Luis Obispo, CA | $423M |
| NWM Advisors | San Luis Obispo, CA | $329M |
| Phillip B. White | San Luis Obispo, CA | $319M |
| Prossimo Advisors | San Luis Obispo, CA | $239M |
| R.i.t. Wealth Advisors | San Luis Obispo, CA | $235M |
| Lewis Financial | San Luis Obispo, CA | $134M |
| Wright Wealth Strategies | San Luis Obispo, CA | $127M |
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $760M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $532M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $480M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $423M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $329M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $319M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $239M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $235M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $134M
- Headquarters
- San Luis Obispo, CA
- Regulatory AUM
- $127M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in San Luis Obispo on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.