| James Mellon | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Joseph Kalmanovitz | Canter Wealth | La Jolla | CFP | Percentage of assets, Fixed fees |
| Kayla Fernandez | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Kenneth Kneale | Arcadian Financial Services | San Diego | CFP | Hourly, One-time planning fee |
| Madeline Williams | California Financial Advisors | San Ramon | CFP | Percentage of assets, Ongoing planning fee |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| 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 |
| Matthew Page | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Zachary Welz | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Devin Hanson | Elevation Wealth Partners | Walnut Creek | CFP | Percentage of assets |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| Joshua Hayes | Curtis Advisory Group | Santa Barbara | CFP | Percentage of assets, Hourly |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Lamberto Torres | Mayfield Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Lisa Sharp | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Mark Torres | Mayfield Advisors | Palo Alto | 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 Ottman | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Mitchel Katz-Winnick | My Portfolio Guide | Seal Beach | CFP | Percentage of assets |
| Nancy Howard | Spectrum Asset Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Nicholas Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nino Pavan | Financial Designs | Claremont | CFP | Percentage of assets, Hourly |