# Financial advisors in San Luis Obispo, CA

> AdvisorCensus lists 31 investment advisory firms with a principal office in the San Luis Obispo metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-luis-obispo

## At a glance

- Investment advisory firms: 31
- Registration: SEC-registered investment adviser: 13, State-registered investment adviser: 18
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (42%); Percentage of assets 27 (87%); Hourly charges 20 (65%); Fixed fees 20 (65%); Commissions 1 (3%); Other 2 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 8 (26%); $25 million to $100 million 6 (19%); $100 million to $500 million 11 (35%); $500 million to $1 billion 2 (6%); $1 billion to $5 billion 1 (3%); Not reported 3 (10%)
- Years registered: Under 5 years 8 (26%); 5 to 9 years 9 (29%); 10 to 19 years 10 (32%); 20 years or more 4 (13%)

## Firms (page 1 of 1, 1 to 31 of 31, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Altus Wealth Solutions](https://advisorcensus.com/firm/altus-wealth-solutions-san-luis-obispo-ca-145259) ([md](https://advisorcensus.com/firm/altus-wealth-solutions-san-luis-obispo-ca-145259.md)) | 145259 | San Luis Obispo, CA | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Aquila Wealth Advisors](https://advisorcensus.com/firm/aquila-wealth-advisors-san-luis-obispo-ca-290083) ([md](https://advisorcensus.com/firm/aquila-wealth-advisors-san-luis-obispo-ca-290083.md)) | 290083 | San Luis Obispo, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Blakeslee & Blakeslee Financial Advisers Inc.](https://advisorcensus.com/firm/blakeslee-and-blakeslee-financial-advisers-inc-san-luis-obispo-ca-287683) ([md](https://advisorcensus.com/firm/blakeslee-and-blakeslee-financial-advisers-inc-san-luis-obispo-ca-287683.md)) | 287683 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Burkart & Stevens Wealth Management](https://advisorcensus.com/firm/burkart-and-stevens-wealth-management-san-luis-obispo-ca-284575) ([md](https://advisorcensus.com/firm/burkart-and-stevens-wealth-management-san-luis-obispo-ca-284575.md)) | 284575 | San Luis Obispo, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Cerro Pacific Wealth Advisors, LLC](https://advisorcensus.com/firm/cerro-pacific-wealth-advisors-llc-san-luis-obispo-ca-310825) ([md](https://advisorcensus.com/firm/cerro-pacific-wealth-advisors-llc-san-luis-obispo-ca-310825.md)) | 310825 | San Luis Obispo, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Corvus Wealth Advisors LLC](https://advisorcensus.com/firm/corvus-wealth-advisors-llc-templeton-ca-311261) ([md](https://advisorcensus.com/firm/corvus-wealth-advisors-llc-templeton-ca-311261.md)) | 311261 | Templeton, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Crew Wealth Management](https://advisorcensus.com/firm/crew-wealth-management-san-luis-obispo-ca-132867) ([md](https://advisorcensus.com/firm/crew-wealth-management-san-luis-obispo-ca-132867.md)) | 132867 | San Luis Obispo, CA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [Elemental Wealth Advisors, LLC](https://advisorcensus.com/firm/elemental-wealth-advisors-llc-san-luis-obispo-ca-304854) ([md](https://advisorcensus.com/firm/elemental-wealth-advisors-llc-san-luis-obispo-ca-304854.md)) | 304854 | San Luis Obispo, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Hicok Financial Solutions, LLC](https://advisorcensus.com/firm/hicok-financial-solutions-llc-templeton-ca-339582) ([md](https://advisorcensus.com/firm/hicok-financial-solutions-llc-templeton-ca-339582.md)) | 339582 | Templeton, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [J. Dyhr Capital](https://advisorcensus.com/firm/j-dyhr-capital-paso-robles-ca-135728) ([md](https://advisorcensus.com/firm/j-dyhr-capital-paso-robles-ca-135728.md)) | 135728 | Paso Robles, CA | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [Jeffery C. Welch and Associates, Inc.](https://advisorcensus.com/firm/jeffery-c-welch-and-associates-inc-templeton-ca-143092) ([md](https://advisorcensus.com/firm/jeffery-c-welch-and-associates-inc-templeton-ca-143092.md)) | 143092 | Templeton, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [KMR Wealth Advisory, LLC](https://advisorcensus.com/firm/kmr-wealth-advisory-llc-san-luis-obispo-ca-171327) ([md](https://advisorcensus.com/firm/kmr-wealth-advisory-llc-san-luis-obispo-ca-171327.md)) | 171327 | San Luis Obispo, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Kobata Financial](https://advisorcensus.com/firm/kobata-financial-atascadero-ca-112001) ([md](https://advisorcensus.com/firm/kobata-financial-atascadero-ca-112001.md)) | 112001 | Atascadero, CA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Kramer Wealth Management](https://advisorcensus.com/firm/kramer-wealth-management-nipomo-ca-342698) ([md](https://advisorcensus.com/firm/kramer-wealth-management-nipomo-ca-342698.md)) | 342698 | Nipomo, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Lance Parker Wealth Management](https://advisorcensus.com/firm/lance-parker-wealth-management-san-luis-obispo-ca-158251) ([md](https://advisorcensus.com/firm/lance-parker-wealth-management-san-luis-obispo-ca-158251.md)) | 158251 | San Luis Obispo, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Lewis Financial, LLC](https://advisorcensus.com/firm/lewis-financial-llc-san-luis-obispo-ca-170324) ([md](https://advisorcensus.com/firm/lewis-financial-llc-san-luis-obispo-ca-170324.md)) | 170324 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [NWM Advisors, LLC](https://advisorcensus.com/firm/nwm-advisors-llc-san-luis-obispo-ca-283714) ([md](https://advisorcensus.com/firm/nwm-advisors-llc-san-luis-obispo-ca-283714.md)) | 283714 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Peak Wealth Advisors, Inc.](https://advisorcensus.com/firm/peak-wealth-advisors-inc-san-luis-obispo-ca-149922) ([md](https://advisorcensus.com/firm/peak-wealth-advisors-inc-san-luis-obispo-ca-149922.md)) | 149922 | San Luis Obispo, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Phillip B. White Co., Inc](https://advisorcensus.com/firm/phillip-b-white-co-inc-san-luis-obispo-ca-300623) ([md](https://advisorcensus.com/firm/phillip-b-white-co-inc-san-luis-obispo-ca-300623.md)) | 300623 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Prossimo Advisors LLC](https://advisorcensus.com/firm/prossimo-advisors-llc-san-luis-obispo-ca-289347) ([md](https://advisorcensus.com/firm/prossimo-advisors-llc-san-luis-obispo-ca-289347.md)) | 289347 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [R.I.T. Wealth Advisors](https://advisorcensus.com/firm/r-i-t-wealth-advisors-san-luis-obispo-ca-339934) ([md](https://advisorcensus.com/firm/r-i-t-wealth-advisors-san-luis-obispo-ca-339934.md)) | 339934 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Right Brain Money](https://advisorcensus.com/firm/right-brain-money-san-luis-obispo-ca-156420) ([md](https://advisorcensus.com/firm/right-brain-money-san-luis-obispo-ca-156420.md)) | 156420 | San Luis Obispo, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee, Other |
| [Rohr Financial Advisors, LLC](https://advisorcensus.com/firm/rohr-financial-advisors-llc-arroyo-grande-ca-332018) ([md](https://advisorcensus.com/firm/rohr-financial-advisors-llc-arroyo-grande-ca-332018.md)) | 332018 | Arroyo Grande, CA | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Rothman Investment Management, LLC](https://advisorcensus.com/firm/rothman-investment-management-llc-atascadero-ca-173139) ([md](https://advisorcensus.com/firm/rothman-investment-management-llc-atascadero-ca-173139.md)) | 173139 | Atascadero, CA | State-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Salvini Financial Planning](https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087) ([md](https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087.md)) | 138087 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [San Luis Wealth Advisors](https://advisorcensus.com/firm/san-luis-wealth-advisors-san-luis-obispo-ca-309506) ([md](https://advisorcensus.com/firm/san-luis-wealth-advisors-san-luis-obispo-ca-309506.md)) | 309506 | San Luis Obispo, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Sierra Shore Financial](https://advisorcensus.com/firm/sierra-shore-financial-pismo-beach-ca-126811) ([md](https://advisorcensus.com/firm/sierra-shore-financial-pismo-beach-ca-126811.md)) | 126811 | Pismo Beach, CA | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Commissions |
| [SLO Money Managers](https://advisorcensus.com/firm/slo-money-managers-atascadero-ca-331617) ([md](https://advisorcensus.com/firm/slo-money-managers-atascadero-ca-331617.md)) | 331617 | Atascadero, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Teixeira Wealth Management LLC](https://advisorcensus.com/firm/teixeira-wealth-management-llc-san-luis-obispo-ca-283906) ([md](https://advisorcensus.com/firm/teixeira-wealth-management-llc-san-luis-obispo-ca-283906.md)) | 283906 | San Luis Obispo, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Trellis Wealth Advisors, LLC](https://advisorcensus.com/firm/trellis-wealth-advisors-llc-san-luis-obispo-ca-154861) ([md](https://advisorcensus.com/firm/trellis-wealth-advisors-llc-san-luis-obispo-ca-154861.md)) | 154861 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Wright Wealth Strategies, LLC](https://advisorcensus.com/firm/wright-wealth-strategies-llc-san-luis-obispo-ca-304289) ([md](https://advisorcensus.com/firm/wright-wealth-strategies-llc-san-luis-obispo-ca-304289.md)) | 304289 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |

## Questions people ask

**How many financial advisory firms are there in San Luis Obispo, CA?**
AdvisorCensus lists 31 investment advisory firms with a principal office in the San Luis Obispo metro area, from Form ADV filings as of October 2026: 13 SEC-registered, 18 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in San Luis Obispo, CA?**
13 of the 31 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in San Luis Obispo, CA offer financial planning?**
23 of the 31 firms in San Luis Obispo, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in San Luis Obispo, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in San Luis Obispo, CA](https://advisorcensus.com/advisors/ca/san-luis-obispo) (https://advisorcensus.com/advisors/ca/san-luis-obispo.md)
- [Fee-only financial advisors in San Luis Obispo, CA](https://advisorcensus.com/advisors/ca/san-luis-obispo/fee-only) (https://advisorcensus.com/advisors/ca/san-luis-obispo/fee-only.md)
- [Flat-fee financial advisors in San Luis Obispo, CA](https://advisorcensus.com/advisors/ca/san-luis-obispo/flat-fee) (https://advisorcensus.com/advisors/ca/san-luis-obispo/flat-fee.md)
- [Hourly financial advisors in San Luis Obispo, CA](https://advisorcensus.com/advisors/ca/san-luis-obispo/hourly) (https://advisorcensus.com/advisors/ca/san-luis-obispo/hourly.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/san-luis-obispo.csv

Cite as: AdvisorCensus. Financial advisors in San Luis Obispo, CA: 31 firms from Form ADV filings as of October 2026.