AdvisorCensus / Financial advisors / California / San Luis Obispo, CA / New firms
New investment advisory firms in San Luis Obispo, CA
2 investment advisory firms in San Luis Obispo, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
May 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| R.I.T. Wealth Advisors | San Luis Obispo, CA | SEC-registered investment adviser |
| Salvini Financial Planning | San Luis Obispo, CA | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in San Luis Obispo, CA. https://advisorcensus.com/advisors/ca/san-luis-obispo/new-firms https://advisorcensus.com/advisors/ca/san-luis-obispo/new-firms