Top 10 advisors in San Luis Obispo
We’ve curated a list of the best financial advisors in San Luis Obispo, take a look at it below
Find an advisor in San Luis Obispo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,822,103,912 | 71 advisors | ||
| 2 | $1,020,294,488 | 22 advisors | ||
| 3 | $495,028,123 | 7 advisors | ||
| 4 | $351,253,887 | 5 advisors | ||
| 5 | $303,959,797 | 4 advisors | ||
| 6 | $217,466,000 | 2 advisors | ||
| 7 | $201,988,509 | 2 advisors | ||
| 8 | $152,577,268 | 4 advisors | ||
| 9 | $123,471,766 | 3 advisors | ||
| 10 | $68,900,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in San Luis Obispo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Luis Obispo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Wealthsource�
Assets under management
$1,822,103,912
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Wacker Wealth Partners, LLC
Assets under management
$1,020,294,488
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
3. San Luis Wealth Advisors
Assets under management
$495,028,123
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting
4. Cerro Pacific Wealth Advisors, LLC
Assets under management
$351,253,887
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Trellis Wealth Advisors, LLC
Assets under management
$303,959,797
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Phillip B. White Co., Inc
Assets under management
$217,466,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Nwm Advisors, LLC
Assets under management
$201,988,509
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
8. Prossimo Advisors LLC
Assets under management
$152,577,268
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Family Office Services
9. Blue Marble Investments
Assets under management
$123,471,766
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
10. Wright Wealth Strategies, LLC
Assets under management
$68,900,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.