Financial advisors in San Luis Obispo, CA: 2026 report
93 ranked entriesUpdated 5 trade lists
The 5 specialty lists for San Luis Obispo, CA hold 93 ranked entries. Financial advisors have the most, with 34.
Key numbers for San Luis Obispo
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
93
ranked entries by RFA Score, in 5 specialty lists
595
specialty listings serving the city; a firm counts once per specialty
5.0
median of the specialties’ median Google ratings
Advisor specialties in San Luis Obispo, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 34 | 185 | 5.0 | 10 |
| Financial planners | 23 | 126 | 5.0 | 11 |
| Investment advisors | 14 | 128 | 5.0 | 7 |
| Wealth managers | 14 | 86 | 5.0 | 6 |
| Stockbrokers | 8 | 70 | 4.2 | 5 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of San Luis Obispo, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in San Luis Obispo, CA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/san-luis-obispo-ca-financial-advisors-2026, data as of November 9, 2026.
Data is free to reuse with a link to this page. Read how we rank.