Top 10 financial advisor firms in San Luis Obispo

10 SEC-registered financial advisor firms are headquartered in San Luis Obispo, CA, with $3.58B in combined regulatory assets under management. The largest by assets are Slwa ($760M), Cerro Pacific Wealth Advisors ($532M) and Trellis Wealth Advisors ($480M).

10
Financial advisor firms: $3.58B
Their combined AUM: $324M
Median firm AUM: 2,834
Clients of the top 10

The 10 largest by assets

1
Slwa
RIA
$760M
0.75% to 1.25% a year
2
Cerro Pacific Wealth Advisors
RIA
$532M
0.25% to 1.00% a year
3
Trellis Wealth Advisors
RIA
$480M
0.50% to 0.50% a year
4
Blakeslee & Blakeslee Financial Advisers
RIA
$423M
0.40% to 0.90% a year
5
NWM Advisors
RIA
$329M
Up to 1.50% a year
6
Phillip B. White
RIA
$319M
0.50% to 1.25% a year
7
Prossimo Advisors
RIA
$239M
0.42% to 0.55%
8
R.i.t. Wealth Advisors
RIA
$235M
0.35% to 1.35% a year
9
Lewis Financial
RIA
$134M
Regulatory AUM
10
Wright Wealth Strategies
RIA
$127M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Slwa

Slwa is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $760 million, as filed on 13 March 2026.

Slwa charges 0.75%–1.25% a year for its Asset Management.

Regulatory AUM: $760M
Clients: 463
Advisory staff: 4
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 735 Tank Farm Road, Suite 264, San Luis Obispo, CA 93401
Phone: 805-810-0002
Website: sanluiswealth.com

No. 2 · RIA

Cerro Pacific Wealth Advisors

Cerro Pacific Wealth Advisors is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $532 million, as filed on 30 June 2026.

Cerro Pacific Wealth Advisors charges 0.25%–1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $532M
Clients: 254
Advisory staff: 4
Fee schedule: 0.25% to 1.00% a year
Custodians: Fidelity
Headquarters: 733 Marsh St., Suite #110, San Luis Obispo, CA 93401
Phone: 805-457-3300
Website: cerrowealth.com

No. 3 · RIA

Trellis Wealth Advisors

Trellis Wealth Advisors is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $480 million, as filed on 13 March 2026.

Trellis Wealth Advisors charges 0.50% a year for its Investment Advisory Fee.

Regulatory AUM: $480M
Clients: 128
Advisory staff: 4
Founded: 2010
Fee schedule: 0.50% to 0.50% a year
Custodians: Charles Schwab
Headquarters: 1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401
Phone: 805-548-8920
Website: trelliswealth.com

No. 4 · RIA

Blakeslee & Blakeslee Financial Advisers

Blakeslee & Blakeslee Financial Advisers is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $423 million, as filed on 31 March 2026.

Blakeslee & Blakeslee Financial Advisers charges 0.40%–0.90% a year for its Integrated Portfolio Management and Financial Planning.

Regulatory AUM: $423M
Clients: 807
Advisory staff: 7
Fee schedule: 0.40% to 0.90% a year
Headquarters: 1101 Marsh St., San Luis Obispo, CA 93401
Phone: 805-543-4366
Website: mybbfa.com

No. 5 · RIA

NWM Advisors

NWM Advisors is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $329 million, as filed on 13 February 2026.

NWM Advisors charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $329M
Clients: 191
Advisory staff: 2
Founded: 2016
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 735 Tank Farm Road, Suite 250, San Luis Obispo, CA 93401
Phone: 805-781-2773
Website: nwmadvisors.com

No. 6 · RIA

Phillip B. White

Phillip B. White is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $319 million, as filed on 31 March 2026.

Phillip B. White charges 0.50%–1.25% a year for its Advisory Service Agreement.

Regulatory AUM: $319M
Clients: 246
Advisory staff: 2
Founded: 2019
Fee schedule: 0.50% to 1.25% a year
Minimum account: $500,000
Custodians: Pershing, Assetmark Brokerage, SEI Investments Distribution
Headquarters: 11573 Los Osos Valley Road, Suite D, San Luis Obispo, CA 93405
Phone: 925-736-2108
Website: pbwhite.com

No. 7 · RIA

Prossimo Advisors

Prossimo Advisors is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $239 million, as filed on 26 March 2026.

Prossimo Advisors charges 0.425%–0.55% for its Asset Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $239M
Clients: 26
Advisory staff: 4
Fee schedule: 0.42% to 0.55%
Custodians: Charles Schwab
Headquarters: 1150 Osos Street, Suite 208, San Luis Obispo, CA 93401
Phone: 805-548-2800
Website: prossimoadvisors.com

No. 8 · RIA

R.i.t. Wealth Advisors

R.i.t. Wealth Advisors is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $235 million, as filed on 9 September 2026.

R.i.t. Wealth Advisors charges 0.35%–1.35% a year for its Ongoing Planning and Investment Services.

Regulatory AUM: $235M
Clients: 262
Advisory staff: 1
Fee schedule: 0.35% to 1.35% a year
Headquarters: 1326 Chorro Street, San Luis Obispo, CA 93401
Phone: 949-340-1701
Website: ritwealth.com

No. 9 · RIA

Lewis Financial

Lewis Financial is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $134 million, as filed on 25 February 2026.

Regulatory AUM: $134M
Clients: 255
Advisory staff: 3
Custodians: LPL Financial
Headquarters: 3590 Sacramento DR., Ste 140, San Luis Obispo, CA 93401
Phone: 805-548-0900
Website: lewisfinancialslo.com

No. 10 · RIA

Wright Wealth Strategies

Wright Wealth Strategies is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $127 million, as filed on 18 March 2026.

Regulatory AUM: $127M
Clients: 202
Advisory staff: 1
Custodians: LPL Financial, Ascensus Broker Dealer Services
Headquarters: 408 Higuera Street, Suite 120, San Luis Obispo, CA 93401
Phone: 805-592-1221
Website: wrightws.com

Questions about financial advisors in San Luis Obispo

How many financial advisor firms are headquartered in San Luis Obispo?

10 SEC-registered financial advisor firms report their principal office in San Luis Obispo, CA, managing $3.58B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in San Luis Obispo?

Slwa, with $760M in regulatory assets under management on its latest Form ADV. The next largest are Cerro Pacific Wealth Advisors ($532M) and Trellis Wealth Advisors ($480M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in San Luis Obispo?

The median firm manages $324M in regulatory assets. That is the midpoint of the 10 firms headquartered in San Luis Obispo.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in San Luis Obispo charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in San Luis Obispo?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

San Luis Obispo has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in San Luis Obispo

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