#1Cerro Pacific Wealth Advisors, LLC
CERRO PACIFIC WEALTH ADVISORS, LLC
Based in San Luis Obispo, CA
Retirement Plan Advisors in San Luis Obispo County, CA
The top-ranked retirement plan advisors serving San Luis Obispo County, CA are Cerro Pacific Wealth Advisors, LLC, Corvus Wealth Advisors LLC and Nwm Advisors, LLC. We list 22 retirement plan advisors serving San Luis Obispo County, CA. 22 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving San Luis Obispo County, CA. 22 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for San Luis Obispo County
#2Corvus Wealth Advisors LLC
CORVUS WEALTH ADVISORS LLCBased in Templeton, CA#3Nwm Advisors, LLC
NWM ADVISORS, LLCBased in San Luis Obispo, CA#4Slo Money Managers
PAUL & CO. WEALTH MANAGEMENT, INC.Based in Atascadero, CA#5Trellis Wealth Advisors, LLC
TRELLIS WEALTH ADVISORS, LLCBased in San Luis Obispo, CA#6Wright Wealth Strategies, LLC
WRIGHT WEALTH STRATEGIES, LLCBased in San Luis Obispo, CA#7Entruity Wealth, LLC
ENTRUITY WEALTH, LLCServes this area from Bakersfield, CA (75 mi)#8Pacific Wealth Strategies Group, Inc.
PACIFIC WEALTH STRATEGIES GROUP, INC.Serves this area from Eastern Goleta Valley, CA (76 mi)#9Channel Wealth, LLC
CHANNEL WEALTH, LLCServes this area from Santa Barbara, CA (77 mi)#10Woodward Diversified Capital, LLC
WOODWARD DIVERSIFIED CAPITAL, LLCServes this area from Bakersfield, CA (78 mi)
12 more providers serving this area
- Barnes Wealth Management Group, Bakersfield, CA (79 mi)
- Alamar Capital Management, LLC, Santa Barbara, CA (79 mi)
- Castle Wealth Planning, Santa Barbara, CA (79 mi)
- Mission Wealth Management, LP, Santa Barbara, CA (79 mi)
- Monarch Wealth Strategies, Santa Barbara, CA (79 mi)
- Bourke Wealth Management, Santa Barbara, CA (79 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (79 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (79 mi)
- Thryve Wealth Management, Santa Barbara, CA (80 mi)
- Foronjy Financial, Santa Barbara, CA (80 mi)
- Mestmaker & Petrey Wealth Advisors, Bakersfield, CA (80 mi)
- Planmember Securities Corporation, Carpinteria, CA (88 mi)
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Frequently asked questions
How many retirement plan advisors serve San Luis Obispo County?
We list 22 retirement plan advisors serving San Luis Obispo County, CA: 6 based there and 16 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve San Luis Obispo County?
The top-ranked retirement plan advisors serving San Luis Obispo County, CA are Cerro Pacific Wealth Advisors, LLC, Corvus Wealth Advisors LLC, Nwm Advisors, LLC, Slo Money Managers and Trellis Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Luis Obispo County are verified against official records?
10 of the top 10 match an active official record: Cerro Pacific Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Corvus Wealth Advisors LLC (U.S. Securities and Exchange Commission), Nwm Advisors, LLC (U.S. Securities and Exchange Commission), Slo Money Managers (U.S. Securities and Exchange Commission) and Trellis Wealth Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in San Luis Obispo County
Communities served
Arroyo Grande, Nipomo, Los Osos, Grover Beach, Morro Bay, California Polytechnic State University, Templeton, Pismo Beach, Oceano, Cambria, San Miguel, Lake Nacimiento, Cayucos, Woodlands, Avila Beach, Los Ranchos, Santa Margarita, Callender, Shandon, Blacklake, Los Berros, Garden Farms, San Simeon, Whitley Gardens, Oak Shores, Edna, Creston