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Best financial advisors in San Luis Obispo, CA

Registered advisers within 25 miles of San Luis Obispo, CA.

Offices
157
Firms
76
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,439,265 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
EP WEALTH ADVISORS
NWM ADVISORS, LLC
SAN LUIS WEALTH ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
ELEMENTAL WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LEWIS FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLEBROOK ADVISORS
RIGHT BRAIN MONEY
INDEPENDENT FINANCIAL GROUP, LLC
MORGAN STANLEY
R.I.T. WEALTH ADVISORS
THE RICE PARTNERSHIP, LLC
KMR WEALTH ADVISORY, LLC
LANCE PARKER WEALTH MANAGEMENT

Investors

Tawnee A Hosick Evers
RYAN GREGORY CURTIS
Marcus Allen Lane
James Gregory Turner
DANIEL SEAN MARTIN
SANDRA HEDSTROM WHEELER
HARRY EDWARD FISCHER
SANDRA SUE SAILER
MATTHEW RANDALL WILSON
Megan Ashley Carden
COLE VANESSA ALLSHOUSE
JOAN CLARE WENGLIKOWSKI
NORMAN DILLON MCGILL
ROBERT J PRIOLA
Stuart Campbell
Sergio P Holguin
KEVIN MARK NICHOLS
JENNIFER LYNN CHESINI
RASHEEM LAMONTE BANKS
BRADLEY JUDSON GOODWIN
LUKE DAVID KITTINGER
Meredith Karman Collins
Joel Daniel Askew
Gavin Willard Benbrook
Edward Steven English
Corban Lethcoe
Christian Andrew Datu
DANIEL MICHAEL HERRON
Catherine Riedstra
ROBERT MELVIN HILTZ
WAYNE EVAN LEWIS
WYATT EVAN LEWIS
JON DARBY POLLOCK
JAMES MATTHEW MCCONAGHY
SHAWN ALAN MURPHY
STACEY M STANEK-BYARS
PATRICIA CAROL THOM
MICHAEL DAVID SMITH
JAY LANDON HUTCHCRAFT
JENNIFER JOY PEARSON
Latisha M Pryor
CHANDRA CHARLOTTE TRY PLATT
Brian MacKenzie Clarke
Nicolas Walter
DEBORAH H SULLIVAN
STEVEN SCHOENFELD
Ashley Jane Wilken
Tyler Kenneth Sanchez
KRISTIN MARIE RASMUSSEN
LANCE PAUL PARKER

Within 25 miles of San Luis Obispo, CA, Best Investors lists 76 registered investment advisory firms with 157 offices nearby, managing about $10.3T in combined regulatory AUM across 2,439,265 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Luis Obispo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM