RIAs in San Luis Obispo, California
Explore 10 RIAs headquartered in San Luis Obispo, with $3.6B in combined reported AUM.
RIAs10Headquartered here
Total AUM$3.6BReported regulatory AUM
Total Employees41Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in San Luis Obispo
10 RIAsShowing 1–10 of 10 RIAs
San Luis Wealth Advisors
SAN LUIS OBISPO, CAReported AUM$760M
Employees6
21.2% of city AUMView RIA ↗
Cerro Pacific Wealth Advisors, LLC
SAN LUIS OBISPO, CAReported AUM$531.6M
Employees7
14.9% of city AUMView RIA ↗
Trellis Wealth Advisors, LLC
SAN LUIS OBISPO, CAReported AUM$479.8M
Employees4
13.4% of city AUMView RIA ↗
Blakeslee & Blakeslee Financial Advisers Inc.
SAN LUIS OBISPO, CAReported AUM$423M
Employees8
11.8% of city AUMView RIA ↗
Nwm Advisors, LLC
SAN LUIS OBISPO, CAReported AUM$329.1M
Employees2
9.2% of city AUMView RIA ↗
Phillip B. White Co., Inc
SAN LUIS OBISPO, CAReported AUM$318.7M
Employees2
8.9% of city AUMView RIA ↗
Prossimo Advisors LLC
SAN LUIS OBISPO, CAReported AUM$238.5M
Employees4
6.7% of city AUMView RIA ↗
R.I.T. Wealth Advisors
SAN LUIS OBISPO, CAReported AUM$235.4M
Employees3
6.6% of city AUMView RIA ↗
Lewis Financial, LLC
SAN LUIS OBISPO, CAReported AUM$134M
Employees3
3.7% of city AUMView RIA ↗
Wright Wealth Strategies, LLC
SAN LUIS OBISPO, CAReported AUM$127.2M
Employees2
3.6% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.