| Timothy Sagawa | Gradient Capital Advisors | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Travis McShane | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| Wade Slome | Sidoxia Capital Management | Newport Beach | CFP, CFA | Percentage of assets, Hourly |
| Yves-Marc Courtines | Boundless Advice | Manhattan Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Weld | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Anthony Wan | Wealthboost Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Barbara Wright | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Benjamin Rones | R & R Financial | Temecula | CFA | Percentage of assets, Fixed fees |
| Brett Janis | Strong Bridge Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Brian Jacobs | Aptus Capital Advisors | Piedmont | CFA | Percentage of assets, Fixed fees |
| Brooks Nelson | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| Charles Chamberlin | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Charles Tracy | Bellwether Capital Management | Fair Oaks | CFA | Percentage of assets, Hourly |
| Chitra Staley | TPW Finance | Mountain View | CFA | Fixed fees |
| Chris Cho | Fairbanks Capital Management | Rancho Santa Fe | CFA | Percentage of assets |
| Christopher Olin | Alesia Investment Management | Torrance | CFA | Percentage of assets, Performance-based fees |
| Daniel Goldberg | Goldberg Financial Advisors | El Segundo | CFA | Percentage of assets, Hourly |
| Daniel Heyman | Heyman Wealth Management | Encino | PFS, CFA | Percentage of assets, Hourly |
| Darcy Smoot | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| David Hart | Grant Private Wealth Management | Pleasanton | CFA | Percentage of assets, Hourly |
| David Smith | Redwood Park Advisors | Redwood City | CFA | Percentage of assets, Hourly |
| David Ward | Brookside Strategy and Consulting | Burbank | CFA | Percentage of assets, Fixed fees |
| Devin Weinstein | Coast Bridge Capital | Los Angeles | CFA | Percentage of assets |
| Douglas Hutchinson | Assembly Wealth | Mill Valley | CFA | Percentage of assets, Hourly |
| Elizabeth Mihalka | Altamont Wealth Management | Livermore | CFA | Percentage of assets, Hourly |
| Eric Richards | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Eric Wheeler | First and Main Financial | Piedmont | CFA | Percentage of assets, Hourly |
| Evan Ke | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Francisco Lopez | Willow Creek Financial | San Diego | CFA | Percentage of assets, Hourly |
| Gary Karz | WWM Advisory | Culver City | CFA | Not listed |
| Gregory Sommer | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Han Liu | Banyan Lake Capital | San Mateo | CFA | Percentage of assets, Hourly |
| Igor Lotsvin | Sage Rhino Capital | Menlo Park | CFA | Percentage of assets, Hourly |
| James Collins | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Jason Escamilla | Impactadvisor | Sf | CFA | Percentage of assets, Hourly |
| Jeremy Fletcher | Asset Dedication | San Francisco | CFA | Percentage of assets |
| John Bollinger | Bollinger Capital Management | Redondo Beach | CFA | Percentage of assets |
| John Defonso | Aqua Capital Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| John Goldberg | Capital Trust Advisors | Piedmont | CFA | Percentage of assets |
| Joseph Pollard | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Jun Zhu | Crystal Investment Management | Mopraga | CFA | Percentage of assets, Performance-based fees |
| Keith Bong | Sidoxia Capital Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Kevin Ashworth | Delarme Wealth Management | Palos Verdes Estates | CFA | Percentage of assets |
| Kristin Horton | Haven Capital Group | Westlake Village | CFA | Percentage of assets, Hourly |
| Leon Shirman | Emerald Hills Capital | Redwood City | CFA | Percentage of assets, Hourly |
| Marc Lieberman | Shorepine Wealth Management | Tiburon | CFA | Percentage of assets, Hourly |
| Maria Wells | Blankinship & Foster | Solana Beach | CFA | Percentage of assets, Hourly |
| Matthew Casas | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Matthew Higbie | Birchwood Capital | Carlsbad | CFA | Hourly, Fixed fees |
| Matthew King | King Wealth Advisors | San Mateo | CFA | Percentage of assets, Hourly |