| Michael Leavy | Integris Wealth Management | Monterey | CFA | Percentage of assets, Hourly |
| Michael Silane | 21 West Wealth Management | Tustin | CFA | Percentage of assets |
| Michael Verity | Lighthouse Financial Services | Brea | CFA | Percentage of assets, Hourly |
| Michael Whitehurst | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Nancy Woodall | Meridian Investment Counsel | Lafayette | CFA, CIC | Percentage of assets, Hourly |
| Nick Nejad | Beverly Hills Private Wealth | Beverly Hills | CFA | Percentage of assets, Hourly |
| Patrick Tinucci | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Paul Rossi | Rossi Financial Group | El Dorado Hills | CFA | Percentage of assets, Fixed fees |
| Peter Finkel | Eliot Finkel Investment Counsel | Beverly Hills | CFA | Percentage of assets |
| Peter Heilbron | Trace Wealth Advisors | Los Angeles | CFA | Percentage of assets, Fixed fees |
| Philip Spencer | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Puneet Sahi | Iron Horse Capital | Irvine | CFA | Percentage of assets, Hourly |
| Rafay Khalid | Solomon and Associates | Irvine | CFA | Percentage of assets, Hourly |
| Ray Meadows | Berkeley Investment Advisors | Santa Rosa | CFA | Percentage of assets, Hourly |
| Raymond Chung | Emerald Waves Investments | Cupertino | CFA | Percentage of assets |
| Rebecca White | Harrington Investments | Napa | CFA | Percentage of assets, Hourly |
| Robert Brown | The R.L. Brown Advisory Group | Pleasanton | CFA | Percentage of assets, Fixed fees |
| Robert Horowitz | Robert Horowitz Wealth Management | Mill Valley | CFA | Percentage of assets, Hourly |
| Robert Meng | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Robert Wells | Selby Wealth Management | Emeryville | CFA | Percentage of assets, Hourly |
| Russell Murdock | Eclectic Associates | Huntington Beach | CFA | Percentage of assets, Hourly |
| Sathish Veeraraghavan | First Principles Investment Management | Los Gatos | CFA | Percentage of assets, Fixed fees |
| Stephanie Bucko | Mana Financial Life Design | Glendale | CFA | Percentage of assets, Hourly |
| Takaya Weckle | Clutinger Williams & Verhoye | San Diego | CFA | Percentage of assets, Hourly |
| Victor Lai | Bellwether Capital Management | El Dorado Hills | CFA | Percentage of assets, Hourly |
| Vittorio Fratta | Cedar Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |