| Daniel Haut | Osborne Partners | San Francisco | CFP, CFA | Percentage of assets, Performance-based fees |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Shivani Patel | DeDora Capital | Napa | Not listed | 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 Piro | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Zachary Riera | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | 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 |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Scott Koch | Monograph Wealth | Truckee | 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 |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Ethan Senn | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Jason Clardy | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Jason Rodnick | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Melissa Jones | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Vladimir Pixa | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |