| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| Donald Jesberg | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Guy Benstead | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Lundin | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Pogue | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Michelle Durgy | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Raymond Randolph | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Aria Khalili | Pariax Private Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Brendon Kempin | Cynosure Portfolio Advisors | Sunnyvale | Not listed | Percentage of assets, Hourly |
| Charles Else | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |