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Top RIA Firms in San Luis Obispo, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Luis Obispo, California. This hub covers 9 matching firms with $3.3B in total reported AUM and median AUM of $329.1M.

Firms

Matching current profiles

Total AUM

$3.3B

Reported regulatory AUM

Median AUM

$329.1M

Across firms with AUM

Largest firm

$760.0M

San Luis Wealth Advisors

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. San Luis Wealth Advisors CRD 309506 · Limited Liability Company	SAN LUIS OBISPO, CA	$760.0M Mar 2026	+$198.9M+35.5%	+$364.8M+92.3%	+$471.4M+163.3%	—	+2 employees+50.0% over 3Y	+765 accounts+146.6% over 3Y
2. Cerro Pacific Wealth Advisors, LLC CRD 310825 · Limited Liability Company	SAN LUIS OBISPO, CA	$531.6M Apr 2026	-$26.5M-4.7%	+$180.4M+51.3%	+$146.8M+38.2%	—	+1 employees+20.0% over 3Y	-50 accounts-6.6% over 3Y
3. Trellis Wealth Advisors, LLC CRD 154861 · Limited Liability Company	SAN LUIS OBISPO, CA	$479.8M Mar 2026	+$133.2M+38.4%	+$144.7M+43.2%	+$244.6M+104.0%	+$372.3M+346.4%	0 employees+0.0% over 3Y	+33 accounts+7.2% over 3Y
4. Blakeslee & Blakeslee Financial Advisers INC. CRD 287683 · Corporation	SAN LUIS OBISPO, CA	$423.0M Mar 2026	+$159.8M+60.7%	+$208.8M+97.5%	+$274.5M+184.9%	+$313.7M+287.2%	+1 employees+14.3% over 3Y	+935 accounts+136.7% over 3Y
5. Nwm Advisors, LLC CRD 283714 · Limited Liability Company	SAN LUIS OBISPO, CA	$329.1M Feb 2026	+$81.2M+32.8%	+$81.9M+33.2%	+$123.1M+59.7%	—	0 employees+0.0% over 3Y	+115 accounts+29.8% over 3Y
6. Phillip B. White CO., INC CRD 300623 · Corporation	SAN LUIS OBISPO, CA	$318.7M Mar 2026	+$50.4M+18.8%	+$101.2M+46.6%	+$79.7M+33.3%	+$118.7M+59.4%	0 employees+0.0% over 3Y	+5 accounts+0.9% over 3Y
7. Prossimo Advisors LLC CRD 289347 · Limited Liability Company	SAN LUIS OBISPO, CA	$238.5M Mar 2026	+$63.2M+36.1%	+$57.2M+31.5%	+$133.8M+127.7%	—	0 employees+0.0% over 3Y	+21 accounts+26.3% over 3Y
8. Lewis Financial, LLC CRD 170324 · Limited Liability Company	SAN LUIS OBISPO, CA	$133.9M Feb 2026	+$25.8M+23.9%	—	—	+$25.8M+23.9%	0 employees+0.0% over 1Y	-46 accounts-15.3% over 1Y
9. Wright Wealth Strategies, LLC CRD 304289 · Limited Liability Company	SAN LUIS OBISPO, CA	$127.2M Mar 2026	-$391.0K-0.3%	+$55.5M+77.4%	+$55.5M+77.4%	—	0 employees+0.0% over 3Y	+44 accounts+16.3% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.