AdvisorCensus / Financial advisors / California / San Luis Obispo, CA / Charles Schwab
Financial advisors in San Luis Obispo, CA using Charles Schwab
7 SEC-registered investment advisory firms headquartered in the San Luis Obispo, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Corvus Wealth Advisors LLC | Templeton | SEC-registered investment adviser | $1 billion to $5 billion |
| NWM Advisors, LLC | San Luis Obispo | SEC-registered investment adviser | $100 million to $500 million |
| Prossimo Advisors LLC | San Luis Obispo | SEC-registered investment adviser | $100 million to $500 million |
| Salvini Financial Planning | San Luis Obispo | SEC-registered investment adviser | $100 million to $500 million |
| San Luis Wealth Advisors | San Luis Obispo | SEC-registered investment adviser | $500 million to $1 billion |
| SLO Money Managers | Atascadero | SEC-registered investment adviser | $100 million to $500 million |
| Trellis Wealth Advisors, LLC | San Luis Obispo | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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