| Jonathan Yoo | Tempus Wealth Planning | Irvine | CFP | Percentage of assets, Hourly |
| Joseph O'Boyle | O'boyle Wealth Management | Beverly Hills | CFP | Percentage of assets, Hourly |
| Joseph Perez | Peak Financial Planning | Calabasas | CFP | Percentage of assets, Fixed fees |
| Joseph Wells | Selby Wealth Management | Emeryville | CFP, CFA | Percentage of assets, Hourly |
| Joshua Colton | Colton Wealth Management | Arcadia | CFP | Percentage of assets |
| Joshua Hurd | Sightline Wealth | Sacramento | CFP | Percentage of assets |
| Joshua Rendler | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Jovita Honor | Honor Family Office | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Juan Aguilar | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Justin Falzone | Mdrn Wealth | Venice | CFP | Percentage of assets, Hourly |
| Justin Sloan | RB Capital Management | Windsor | CFP, CFA | Percentage of assets, Hourly |
| Karen Medford | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Karen Miller | Gasber Financial Advisors | Folsom | CFP | Percentage of assets, Hourly |
| Karl Hicks | The Leonard Financial Group | Riverside | CFP | Percentage of assets, Hourly |
| Kate Gregory Walker | RAI Wealth Management | Placentia | CFP | Percentage of assets, Hourly |
| Katherine Woolever | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Katrina Soelter | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Kayla Phillips | Purposeful Strategic Partners | Sacramento | CFP | Percentage of assets, Hourly |
| Kelly Jennings | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Kenneth Cornutt | Westside Financial Advisors | Los Angeles | CFP, PFS | Percentage of assets, Hourly |
| Kenneth Gross | Strategic Financial | Thousand Oaks | CFP | Hourly, Fixed fees |
| Kevin Cifuentes | Veritas Financial Consulting | Monrovia | CFP | Percentage of assets, Hourly |
| Kevin Hawley | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Kevin Lum | Foundry Financial | Pasadena | CFP | Percentage of assets, Fixed fees |
| Kevin Mahoney | Integris Wealth Management | Monterey | CFP | Percentage of assets, Hourly |
| Kevin Martin | Oak Peak Financial | Menlo Park | CFP | Percentage of assets, Hourly |
| Kevin Weaver | Sidoxia Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Khoi Nguyen | Wata Capital | San Francisco | CFP, CFA | Percentage of assets, Fixed fees |
| Kimberly Benson | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Kristi Tidwell | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Kyle Hurt | Foundry Financial | Costa Mesa | CFP | Percentage of assets, Fixed fees |
| Lameck Lukanga | Life Line Wealth Management | Beverly Hills | CFP | Percentage of assets |
| Larry Behage | Behage Financial | Campbell | CFP | Percentage of assets, Hourly |
| Laura Chernov | Balanced Financial Advisors | Sausalito | CFP | Percentage of assets, Hourly |
| Laura Lemoine | Serenus Wealth Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Laura Mertz | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Lawrence Grossman | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Lawrence Rutherford | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Lee Robinson | LEE R. Robinson & Associates | Stockton | CFP | Percentage of assets, Fixed fees |
| Lena Kaloostian | Trinity Capital Management | Ventuta | CFP | Percentage of assets, Hourly |
| Leonard Cole | Team Wealth & Tax Advisors | Temecula | CFP | Percentage of assets, Fixed fees |
| Leslie Mallman | Five Oceans Advisors | Santa Monica | CFP | Percentage of assets, Fixed fees |
| Leslie Rea | AG Wealth Management | Irvine | CFP | Percentage of assets, Hourly |
| Lisa Nguyen | Optimize Financial | Irvine | CFP | Percentage of assets |
| Lorenzo Sanchez Lopez | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Marc Crosby | Saratoga Research & Investment Management | Saratoga | CFP, CFA | Percentage of assets |
| Marcelle Kako | Financial Alternatives | La Jolla | CFP | Percentage of assets, Hourly |
| Mariani Hummel | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Mark Allen | Continuum Advisory | Folsom | CFP | Percentage of assets, Hourly |
| Mark McClenahan | Saratoga Research & Investment Management | Saratoga | CFP | Percentage of assets |