Best Financial Advisors in SAN LUIS OBISPO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SAN LUIS OBISPO
LEWIS FINANCIAL, LLC
SAN LUIS OBISPO, CA · Since 2025
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
SAN LUIS OBISPO, CA · Since 2019
PROSSIMO ADVISORS LLC
SAN LUIS OBISPO, CA · Since 2020
PHILLIP B. WHITE CO., INC
SAN LUIS OBISPO, CA · Since 2019
SAN LUIS WEALTH ADVISORS
SAN LUIS OBISPO, CA · Since 2020
CERRO PACIFIC WEALTH ADVISORS, LLC
SAN LUIS OBISPO, CA · Since 2020
R.I.T. WEALTH ADVISORS
SAN LUIS OBISPO, CA · Since 2026
TRELLIS WEALTH ADVISORS, LLC
SAN LUIS OBISPO, CA · Since 2014
NWM ADVISORS, LLC
SAN LUIS OBISPO, CA · Since 2016
WRIGHT WEALTH STRATEGIES, LLC
SAN LUIS OBISPO, CA · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SAN LUIS OBISPO?
The median advisory fee in SAN LUIS OBISPO, CA is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.