#1Cerro Pacific Wealth Advisors, LLC
CERRO PACIFIC WEALTH ADVISORS, LLC
Based in San Luis Obispo, CA
Retirement Plan Advisors in San Luis Obispo, CA
The top-ranked retirement plan advisors serving San Luis Obispo, CA are Cerro Pacific Wealth Advisors, LLC, Nwm Advisors, LLC and Trellis Wealth Advisors, LLC. We list 22 retirement plan advisors serving San Luis Obispo, 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, CA (San Luis Obispo County). 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
#2Nwm Advisors, LLC
NWM ADVISORS, LLCBased in San Luis Obispo, CA#3Trellis Wealth Advisors, LLC
TRELLIS WEALTH ADVISORS, LLCBased in San Luis Obispo, CA#4Wright Wealth Strategies, LLC
WRIGHT WEALTH STRATEGIES, LLCBased in San Luis Obispo, CA#5Slo Money Managers
PAUL & CO. WEALTH MANAGEMENT, INC.Serves this area from Atascadero, CA (16 mi)#6Corvus Wealth Advisors LLC
CORVUS WEALTH ADVISORS LLCServes this area from Templeton, CA (20 mi)#7Pacific Wealth Strategies Group, Inc.
PACIFIC WEALTH STRATEGIES GROUP, INC.Serves this area from Eastern Goleta Valley, CA (77 mi)#8Channel Wealth, LLC
CHANNEL WEALTH, LLCServes this area from Santa Barbara, CA (77 mi)#9Mission Wealth Management, LP
MISSION WEALTH MANAGEMENT, LPServes this area from Santa Barbara, CA (80 mi)#10Alamar Capital Management, LLC
ALAMAR CAPITAL MANAGEMENT, LLCServes this area from Santa Barbara, CA (80 mi)
12 more providers serving this area
- Castle Wealth Planning, Santa Barbara, CA (80 mi)
- Monarch Wealth Strategies, Santa Barbara, CA (80 mi)
- Bourke Wealth Management, Santa Barbara, CA (80 mi)
- Arlington Financial Advisors, LLC, Santa Barbara, CA (80 mi)
- Curtis Advisory Group, LLC, Santa Barbara, CA (80 mi)
- Thryve Wealth Management, Santa Barbara, CA (81 mi)
- Foronjy Financial, Santa Barbara, CA (81 mi)
- Entruity Wealth, LLC, Bakersfield, CA (87 mi)
- Planmember Securities Corporation, Carpinteria, CA (90 mi)
- Woodward Diversified Capital, LLC, Bakersfield, CA (91 mi)
- Barnes Wealth Management Group, Bakersfield, CA (91 mi)
- Mestmaker & Petrey Wealth Advisors, Bakersfield, CA (92 mi)
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Frequently asked questions
How many retirement plan advisors serve San Luis Obispo?
We list 22 retirement plan advisors serving San Luis Obispo, CA: 4 based there and 18 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?
The top-ranked retirement plan advisors serving San Luis Obispo, CA are Cerro Pacific Wealth Advisors, LLC, Nwm Advisors, LLC, Trellis Wealth Advisors, LLC, Wright Wealth Strategies, LLC and Slo Money Managers. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Luis Obispo 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), Nwm Advisors, LLC (U.S. Securities and Exchange Commission), Trellis Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Wright Wealth Strategies, LLC (U.S. Securities and Exchange Commission) and Slo Money Managers (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 .