City
Independent RIAs in San Luis Obispo, California
As of October 2, 2026, 21 independent wealth management RIAs with their main office in San Luis Obispo, California reported $3.5 billion in regulatory assets under management; the largest by assets was San Luis Wealth Advisors, with $760.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 21
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $165.0 million
- SEC-registered, of those listed
- 9 of 21 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | San Luis Wealth Advisors | SEC | $760.0 million | 1,287 |
| 2 | Cerro Pacific Wealth Advisors, LLC | SEC | $531.6 million | 713 |
| 3 | Trellis Wealth Advisors, LLC | SEC | $479.8 million | 494 |
| 4 | NWM Advisors, LLC | SEC | $329.1 million | 501 |
| 5 | Phillip B. White Co., Inc | SEC | $318.7 million | 587 |
| 6 | Prossimo Advisors LLC | SEC | $238.5 million | 101 |
| 7 | R.I.T. Wealth Advisors | SEC | $235.4 million | 530 |
| 8 | Wright Wealth Strategies, LLC | SEC | $127.2 million | 314 |
| 9 | Salvini Financial Planning | SEC | $116.2 million | 57 |
| 10 | Peak Wealth Advisors, Inc. | State | $98.6 million | 387 |
| 11 | KMR Wealth Advisory, LLC | State | $65.7 million | 207 |
| 12 | Right Brain Money | State | $58.1 million | 352 |
| 13 | Lance Parker Wealth Management | State | $37.6 million | 152 |
| 14 | Aquila Wealth Advisors | State | $20.7 million | 125 |
| 15 | Teixeira Wealth Management LLC | State | $20.3 million | 120 |
| 16 | Hather, Robert K | State | $10.1 million | 14 |
| 17 | Elemental Wealth Advisors, LLC | State | $9.4 million | 44 |
| 18 | Burkart & Stevens Wealth Management | State | $8.0 million | 48 |
| 19 | Madanat Financial Services | State | $29,671 | 1 |
| 20 | Crew Wealth Management | State | $0 | 0 |
| 21 | Wealthmap Planning | State | $0 | 0 |
Independent RIAs in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.