Foronjy Financial
“How pleased and fortunate I am to be able to work with Bryan in helping secure my financial future.”
Best Financial Advisors in San Luis Obispo, CA
23 firms listed · all 23 in San Luis Obispo · 2 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 17, 2026
Sound Financial & Insurance Solutions
“Jeff has been amazing helping me learn and understand how to have have a better retirement and investing in myself.”
EP Wealth Advisors
“They are accessible for financial analysis to help with life decision-making, they take the time to explain all your questions, and are experts at lining up a comprehensive strategy to meet your financial ambitions (including transparent risk assessment).”
Aquila Wealth Advisors
“Eric is smart, wise and cares about small businesses and partners with them to ensure success!”
Mustang Private Wealth
“I've recommended him to friends and family and everyone has been beyond pleased with his assistance and service!”
Crew Wealth Management
“If it weren't for them I doubt I would have done any planning for my financial future.”
The 23 firms listed for San Luis Obispo, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Luis Obispo, CA
All 23 firms we list here are in San Luis Obispo itself. We have 25 firms in San Luis Obispo on file; this page shows the highest-rated 23. 13 of the firms on this page have a rating, from 4.8 to 5.0 across 79 reviews. When clients rate these firms on specific qualities, they most often praise professionalism (92%), quality (77%) and responsiveness (77%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), asset allocation (2), estate planning (2), our team (2) and tax planning (2). 3 show a license on their websites; 1 lists staff certifications (CDFA and CFP) and 1 has a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 19 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for San Luis Obispo take financial planning bookings online?
5 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Hocking Denton & Palmquist
“We always enjoyed meeting Ben to do our taxes - and when I had the biggest fear (an audit) he got us through it with no baggage ever.”
Summit Investment Group
“He is focused on what we need in our investments and we are very pleased with the results.”
Financial Resources
“Thankfully Adi of Financial Resources has been able to help make the world of finances and financial planning easier to digest.”
Corvus Wealth Advisors
Slocum Wealth Management
“Ralph Slocum is knowledgeable, focused, experienced and yet relatable.”
Central Coast Wealth Management
“Kurt did a complete analysis on my current financial status, making recommendations on investment planning, insurance coverage, retirement planning, and wealth management.”
Lance Parker Wealth Management
“As my financial advisor for the past 6 years, he has given me a tremendous amount of peace of mind knowing that we have a solid plan in place that's more focused on my life goals and less focused on a specific $$ amount.”
Ryan Curtis, CFP , Financial Advisor, Stifel
Trellis Wealth Advisors
Lewis Financial
Earthfolio
Obispo Wealth Management
Wright Wealth Strategies
Hilde Minkel & Associates
Peak Divorce Advisors
NWM Advisors
Phillip B. White & Company
Why these companies made our list
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