| Emin Nabiyev | TriFlame Capital | Roseville | CFP, ChFC | Percentage of assets, One-time planning fee |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Scott Pearring | Seek First | Campbell | CFP | Percentage of assets, Fixed fees |
| Stuart Schiffman | Compound Wealth Advisors | San Diego | CFP, ChFC | One-time planning fee |
| Tyrone Ross The right now adviser for the next-gen investor. | 401 Financial | San Diego | CFP | Hourly, Subscription |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Andrew Nelson | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Clark | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Kenneth Cala | Lowery Thomas | Alameda | CFP | Percentage of assets |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Garth Williams | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Katherine Simmonds | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Mark Sifling | Simple Life Financial | El Cerrito | CFP | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Paul Cordero | Attune Financial Planning | San Rafael | CFP | Percentage of assets, Ongoing planning fee |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Srdjan Nastasic | Augustus Wealth | Long Beach | Not listed | Hourly, Ongoing planning fee |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Denisse Arebalo | Pacific Canyon Investments | Lemon Grove | Not listed | Percentage of assets, Hourly |
| Dezaree Seeds | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Domenica Stokes | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| Donald Hall | Hall Capital Management | Pasadena | CFA | Percentage of assets |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |