Managers in Los Osos, CA

United States · 8 asset managers within 25 km (1 in Los Osos itself) · 24 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: San Luis Obispo, CA 5 · Avila Beach, CA 2

Asset managers in and around Los Osos

#	Manager	People here	Assets
1	Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Avila Beach CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn	1	$161.7bn
2	EAGLEBROOK ADVISORS San Luis Obispo $342.0m	1	$342.0m
3	OSAIC HOLDINGS, INC. private equity, wealth · Avila Beach CW Advisors, LLC · 6 related pages $85.1bn	office	$85.1bn
4	WEALTHSOURCE PARTNERS, LLC San Luis Obispo $1.5bn	based here	$1.5bn
5	San Luis Wealth Advisors LLC San Luis Obispo $664.4m	based here	$664.4m
6	Cerro Pacific Wealth Advisors LLC San Luis Obispo $442.2m	based here	$442.2m
7	FORONJY FINANCIAL LLC Los Osos $272.2m	based here	$272.2m
8	Prossimo Advisors, LLC San Luis Obispo $17.3m	based here	$17.3m

8 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.