| Miles Yourman | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Omid Eftekhari | Towneley Capital Management | Laguna Hills | CFA | Percentage of assets, Fixed fees |
| Wai Fung Tang | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Albert Gutierrez | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Brian Roberts | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Donald Dempster | DLK Investment Management | Solana Beach | CFA | Percentage of assets, Hourly |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Eric Toubin | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| James Schnieders | Schnieders Capital Management | Pasadena | CFA | Percentage of assets |
| Jason Rodnick | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jay Liao | Mandala Wealth Management | San Diego | CFA | Percentage of assets |
| Joel Edstrom | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Mark Gleason | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| Melissa Jones | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Michael Cannivet | Silverlight Asset Management | Newport Beach | CFA | Flat fee or retainer |
| Raymond Mayer | Cypress Path Capital | Carmel | CFA | Percentage of assets, Hourly |
| Robert Moses | Alpha Solutions Investment Advisors | South San Francisco | CFA | Percentage of assets |
| Ryan Walsh | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Tiffany Hong | Ades Investment Counsel | Los Angeles | CFA | Percentage of assets, Hourly |
| Timothy Lindvall | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Adam Salas | Quantum Financial Advisors | Santa Monica | CFP, CFA | Percentage of assets, Hourly |
| Anna Kim | Prudent Investors | Mission Viejo | CFP, CFA | Percentage of assets, Hourly |
| Christopher Jaccard | Financial Alternatives | La Jolla | CFP, CFA | Percentage of assets, Hourly |
| Craig Braemer | Blossom Wealth Management | San Ramon | CFP, CFA | Percentage of assets, Hourly |
| Daniel Platt | Neumann Capital Management | Foster City | CFP, CFA | Percentage of assets |
| David Little | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| David Macleod | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| Dusan Zachystal | International Asset Management | Emerald Hills | CFP, CFA | Percentage of assets, Fixed fees |
| Ekaterina Atanassov | Neumann Capital Management | Foster City | CFP, CFA | Percentage of assets |
| Frederick Brooks | Blankinship & Foster | Solana Beach | CFP, CFA | Percentage of assets, Hourly |
| Jacob Rothman | Rothman Investment Management | Atascadero | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey DeLarme | Delarme Wealth Management | Palos Verdes Estates | CFP, CFA | Percentage of assets |
| John Rutledge | Phoundational | Nicasio | CFP, CFA | Hourly, Fixed fees |
| Joseph Wells | Selby Wealth Management | Emeryville | CFP, CFA | Percentage of assets, Hourly |
| Justin Sloan | RB Capital Management | Windsor | CFP, CFA | Percentage of assets, Hourly |
| Khoi Nguyen | Wata Capital | San Francisco | CFP, CFA | Percentage of assets, Fixed fees |
| Marc Crosby | Saratoga Research & Investment Management | Saratoga | CFP, CFA | Percentage of assets |
| Michael Vogel | Gencap Portfolio Management | Tiburon | CFP, CFA | Percentage of assets, Hourly |
| Riley Stephenson | Stephenson and Company | San Clemente | CFP, CFA | Percentage of assets, Hourly |
| Robert Oliver | Verity Wealth Advisors | Sausalito | CFP, CFA | Percentage of assets, Hourly |
| Ryan Goldenhar | Brooklyn FI | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Scott Williams | Clutinger Williams & Verhoye | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Stefan Meierhofer | Telos Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Susan Marki | Marki Financial Services | La Canada Flintridge | CFP, CFA | Percentage of assets, Hourly |
| Thomas Porta | Porta Investment Management | Vallejo | CFP, CFA | Percentage of assets |