Falists

California · 19 advisers

Financial Advisors in San Luis Obispo, California

Looking for a financial advisor in San Luis Obispo, California? Falists indexes 19 SEC-registered and state-registered investment advisers in San Luis Obispo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $760.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

19

With website

19

Largest AUM

$760.0M

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth18Planning13Trusts17Retirement12Institutional8

Top advisors in San Luis Obispo

Ranked by AUM · Fees, team & specialties at a glance

View all 19 →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in San Luis Obispo, California?
19 registered investment advisers are listed in our San Luis Obispo directory, sourced from public SEC filings.
What types of advisors are in San Luis Obispo?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in San Luis Obispo?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.