Top Financial Advisors in San Luis Obispo, California
Finding the right financial advisor in San Luis Obispo is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in San Luis Obispo, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in San Luis Obispo, CA.
Find the Best Financial Advisor Firms in San Luis Obispo:
WEALTHSOURCE®
CRD#: 282202
Address: 735 Tank Farm Road Suite 240, San Luis Obispo, CA 93401
Clients: 2,011
Average Clients per Advisor: 43
AUM: $ 1.9B
WACKER WEALTH PARTNERS, LLC
CRD#: 145931
Address: 892 Aerovista Place Suite 220, San Luis Obispo, CA 93401
Clients: 175
Average Clients per Advisor: 14
AUM: $ 1.0B
SAN LUIS WEALTH ADVISORS
CRD#: 309506
Address: 735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401
Clients: 244
Average Clients per Advisor: 61
AUM: $ 495M
CERRO PACIFIC WEALTH ADVISORS, LLC
CRD#: 310825
Address: 733 Marsh St. Suite #110, San Luis Obispo, CA 93401
Clients: 170
Average Clients per Advisor: 56
AUM: $ 351M
PHILLIP B. WHITE CO., INC
CRD#: 300623
Address: 11573 Los Osos Valley Road Suite D, San Luis Obispo, CA 93405
Clients: 165
Average Clients per Advisor: 82
AUM: $ 217M
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD#: 287683
Address: 1101 Marsh St., San Luis Obispo, CA 93401
Clients: 623
Average Clients per Advisor: 103
AUM: $ 214M
How We Chose the Top Financial Advisors in San Luis Obispo, California
To create this list of top financial advisor firms in San Luis Obispo, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors San Luis Obispo has to offer.
Search Financial Advisors in San Luis Obispo, California
Dave W Pruett
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Suzan Martien Victor
Registered Affiliation(s):MORGAN STANLEY
Paul Peter Bianchi
Registered Affiliation(s):PROSSIMO ADVISORS LLC
Tricee Wright
Registered Affiliation(s):BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Suilian M Wilson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
George Joseph Rasher
Registered Affiliation(s):MORGAN STANLEY
Joy Chafin Swann
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Lucia Lenahan Poling
Registered Affiliation(s):PFS INVESTMENTS INC.
David Anthony Doran
Registered Affiliation(s):EDWARD JONES
Todd Huebler
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Derek Joseph Johnson
Registered Affiliation(s):LPL FINANCIAL LLC
Louis Truman Summer
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kevin John Klipfel
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Jennifer Lynn Langstaff
Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC
Michael Ray Johnson
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Nalani Soichi Yoshimura
Registered Affiliation(s):PFS INVESTMENTS INC.
Brenda S Kong
Registered Affiliation(s):NYLIFE SECURITIES LLC
Lynn C Anderson Kaloian
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Craig Stephen Bonelli Jr.
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Carrie Lynne Miller
Registered Affiliation(s):TRELLIS WEALTH ADVISORS, LLC
David Scott Whitcher
Registered Affiliation(s):TRELLIS WEALTH ADVISORS, LLC
Ian Michael Treacher
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Eric A Hallin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Chase Brooks
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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