Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WEALTHSOURCE® 735 Tank Farm Road, Suite 240 San Luis Obispo, CA, 93401 | $1,915,866,644 | 6375 | 71 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | WACKER WEALTH PARTNERS, LLC 892 Aerovista Place, Suite 220 San Luis Obispo, CA, 93401 | $1,027,296,055 | 699 | 22 | A Percentage of AUM, Fixed Fees |
3 | SAN LUIS WEALTH ADVISORS 735 Tank Farm Road, Suite 264 San Luis Obispo, CA, 93401 | $495,028,123 | 1068 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | CERRO PACIFIC WEALTH ADVISORS, LLC 733 Marsh St., Suite #110 San Luis Obispo, CA, 93401 | $351,253,887 | 763 | 5 | A Percentage of AUM, Hourly charges |
5 | TRELLIS WEALTH ADVISORS, LLC 1135 Santa Rosa Street, Suite 310 San Luis Obispo, CA, 93401 | $307,490,707 | 462 | 4 | A Percentage of AUM |
6 | PHILLIP B. WHITE CO., INC 11573 Los Osos Valley Road, Suite D San Luis Obispo, CA, 93405 | $217,466,000 | 582 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. 1101 Marsh St., San Luis Obispo, CA, 93401 | $214,206,344 | 684 | 7 | A Percentage of AUM, Hourly charges |
8 | NWM ADVISORS, LLC 735 Tank Farm Road, Suite 250 San Luis Obispo, CA, 93401 | $211,225,524 | 393 | 2 | A Percentage of AUM |
9 | PROSSIMO ADVISORS LLC 1150 Osos Street, Suite 208 San Luis Obispo, CA, 93401 | $152,577,268 | 79 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
10 | BLUE MARBLE INVESTMENTS 1085 Higuera St., Suite 120 San Luis Obispo, CA, 93401 | $123,471,766 | 241 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 282202
Assets Under Management $1,915,866,644
No. Of Clients6375
Clients Per Financial Advisor90
WEALTHSOURCE® is a financial advisory firm situated in San Luis Obispo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6375 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145931
Assets Under Management $1,027,296,055
No. Of Clients699
Clients Per Financial Advisor32
WACKER WEALTH PARTNERS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 699 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309506
Assets Under Management $495,028,123
No. Of Clients1068
Clients Per Financial Advisor153
SAN LUIS WEALTH ADVISORS is a financial advisory firm situated in San Luis Obispo, California. With a nearly $495M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1068 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310825
Assets Under Management $351,253,887
No. Of Clients763
Clients Per Financial Advisor153
CERRO PACIFIC WEALTH ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 763 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154861
Assets Under Management $307,490,707
No. Of Clients462
Clients Per Financial Advisor116
TRELLIS WEALTH ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300623
Assets Under Management $217,466,000
No. Of Clients582
Clients Per Financial Advisor291
PHILLIP B. WHITE CO., INC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 582 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 287683
Assets Under Management $214,206,344
No. Of Clients684
Clients Per Financial Advisor98
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is a financial advisory firm situated in San Luis Obispo, California. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 684 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283714
Assets Under Management $211,225,524
No. Of Clients393
Clients Per Financial Advisor197
NWM ADVISORS, LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 393 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289347
Assets Under Management $152,577,268
No. Of Clients79
Clients Per Financial Advisor20
PROSSIMO ADVISORS LLC is a financial advisory firm situated in San Luis Obispo, California. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141354
Assets Under Management $123,471,766
No. Of Clients241
Clients Per Financial Advisor80
BLUE MARBLE INVESTMENTS is a financial advisory firm situated in San Luis Obispo, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 241 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.