Data / Investment advisers / California / San Luis Obispo
Investment advisers in San Luis Obispo, CA: 10 firms, $3.6 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
10 investment advisers have their main office in San Luis Obispo, California: 10 SEC registered and 0 exempt reporting. The registered advisers report $3.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is San Luis Wealth Advisors with $760 million.
The request: Every investment adviser in San Luis Obispo, California with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
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- 10Advisers
- 10SEC registered
- $3.6 billionTotal AUM
- 10Advisers over $100 million
- 0Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| San Luis Wealth Advisors | San Luis Obispo | $760 million | 1,287 | 6 | Not listed | (805) 810-0002 | sanluiswealth.com | adviserinfo.sec.gov |
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo | $531.6 million | 713 | 7 | Not listed | (805) 457-3300 | adviserinfo.sec.gov | |
| Trellis Wealth Advisors, LLC | San Luis Obispo | $479.8 million | 494 | 4 | Not listed | (805) 548-8920 | trelliswealth.com | adviserinfo.sec.gov |
| Blakeslee & Blakeslee Financial Advisers Inc. | San Luis Obispo | $423 million | 1,619 | 8 | Not listed | (805) 543-4366 | mybbfa.com | adviserinfo.sec.gov |
| NWM Advisors, LLC | San Luis Obispo | $329.1 million | 501 | 2 | Not listed | (805) 781-2773 | nwmadvisors.com | adviserinfo.sec.gov |
| Phillip B. White Co., Inc | San Luis Obispo | $318.7 million | 587 | 2 | Not listed | (925) 736-2108 | pbwhite.com | adviserinfo.sec.gov |
| Prossimo Advisors LLC | San Luis Obispo | $238.5 million | 101 | 4 | Not listed | (805) 548-2800 | prossimoadvisors.com | adviserinfo.sec.gov |
| R.I.T. Wealth Advisors | San Luis Obispo | $235.4 million | 530 | 3 | Not listed | (949) 340-1701 | ritwealth.com | adviserinfo.sec.gov |
| Lewis Financial, LLC | San Luis Obispo | $134 million | 255 | 3 | Not listed | (805) 548-0900 | lewisfinancialslo.com | adviserinfo.sec.gov |
| Wright Wealth Strategies, LLC | San Luis Obispo | $127.2 million | 314 | 2 | Not listed | (805) 592-1221 | wrightws.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.