| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Mark Pitre | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Mary Van Nostrand | Van Nostrand Wealth Management | San Diego | CFP | Flat fee or retainer |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Michael Canzone | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Michael Maloon | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Stuart Crandall | Hutchinson Capital Management | San Rafael | CFP | Percentage of assets, Hourly |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Powers | California Financial Advisors | San Ramon | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Zachary Welz | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Adam Spiegelman | Spiegelman Wealth Management | Walnut Creek | CFP | Percentage of assets |
| Anthony Carr | Carr Wealth Management | Pleasanton | CFP | Percentage of assets |
| Barry Mendelson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Brandon Grundy | Ridgeview Financial Planning | Santa Rosa | CFP | Percentage of assets, Hourly |
| Brandon Morton | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Brian Wang | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Colin Taylor | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| 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 |
| Devin Hanson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Edi Alvarez | Aikapa Wealth Planning & Management | Corte Madera | CFP | Flat fee or retainer |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Janet Larsen | Step Financial | Seal Beach | CFP | Percentage of assets, Hourly |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | 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 |
| Michael Bernard | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Rachael Johnson | Bernard & Johnson | Pasadena | CFP | Percentage of assets, Hourly |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Ryan McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Stephen Block | Elevation Wealth Partners | Walnut Creek | CFP, CFA | Percentage of assets |
| Stephen McCarthy | McCarthy Asset Management | Redwood Shores | CFP | Percentage of assets, Hourly |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Vaughn Heydel | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |
| Alexander Okugawa | Matt Calcagno | San Diego | CFP | Percentage of assets |
| Anastasia Melbrod | Melbrod Wealth Management | San Diego | CFP | Ongoing planning fee |
| Anthony Saffer | Matt Calcagno | San Diego | CFP | Percentage of assets |