| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ryan Meacham | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Sara Craven | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Scott Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Sean Planchard | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Geert Criel | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Albert Gutierrez | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Giani Kurniawan | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Josh Schein | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |