| Raymond Gadbois | Index Financial Advisors | Healdsburg | CFP | Percentage of assets, Fixed fees |
| Rebecca Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Richard Alpert | Raub Brock Capital Management | Larkspur | CFP | Percentage of assets, Hourly |
| Richard Russo | Freedom Formula Wealth Management | Sacramento | CFP | Percentage of assets, Fixed fees |
| Riley Stephenson | Stephenson and Company | San Clemente | CFP, CFA | Percentage of assets, Hourly |
| Robert Duncan | Global Impact Wealth Management | Riverside | CFP | Percentage of assets, Fixed fees |
| Robert Oliver | Verity Wealth Advisors | Sausalito | CFP, CFA | Percentage of assets, Hourly |
| Rodney Simms | Gradient Capital Advisors | San Diego | CFP, ChFC | Percentage of assets, Hourly |
| Ronnie Kahn | Accumulation Strategies | Woodland Hills | CFP | Percentage of assets, Hourly |
| Rory Vanderheyden | Intelligent Investing | Clayton | CFP | Percentage of assets, Hourly |
| Roy Sherman | Sherman Asset Management | Ventura | CFP | Percentage of assets, Fixed fees |
| Russell Hall | Eclectic Associates | Fullerton | CFP | Percentage of assets, Hourly |
| Ryan Cole | Citrine Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Ryan Goldenhar | Brooklyn FI | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Ryan Humbert | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Saad El-Hajjaoui | XEL | Ontario | CFP | Percentage of assets, Fixed fees |
| Samantha Mockford | Citrine Capital | Sacramento | CFP | Percentage of assets, Fixed fees |
| Samuel Buchanan | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Samuel Taylor | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Sandra Bublitz | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Sandra Field | Asset Planning | Los Alamitos | CFP | Percentage of assets, Hourly |
| Sarah Huang | New Spring Financial Planning | San Ramon | CFP | Percentage of assets, Hourly |
| Scott Dauenhauer | Meridian Wealth Management | Murrieta | CFP | Percentage of assets, Hourly |
| Scott Gaynor | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Scott Leonard | Navigoe | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Scott McIntyre | Planned Solutions | Folsom | CFP | Percentage of assets, Hourly |
| Scott Schwartz | International Asset Management | San Mateo | CFP | Percentage of assets, Fixed fees |
| Scott Shagrin | Beverly Hills Private Wealth | Beverly Hills | CFP | Percentage of assets, Hourly |
| Scott Sitrin | Sitrin Capital Management | Century City | CFP | Percentage of assets |
| Scott Swanson | Quantum Financial Advisors | Santa Monica | CFP | Percentage of assets, Hourly |
| Scott Williams | Clutinger Williams & Verhoye | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Sean Kelly | Kelly Financial Group | Encinitas | CFP | Percentage of assets, Hourly |
| Sean McNally | Traveka Wealth | Los Altos | CFP | Percentage of assets |
| Sebastian Eccles | Life Line Wealth Management | Beverly Hills | CFP | Percentage of assets |
| Sharon Bargetto | Sage Financial Advisors | Scotts Valley | CFP | Percentage of assets, Hourly |
| Sharon Paratte | Traveka Wealth | Los Altos | CFP | Percentage of assets |
| Shawn Tydlaska | Tessara Wealth | Burlingame | CFP | Percentage of assets, Hourly |
| Soumyalakshmi Parasuraman | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Stacey Snow | Prism Advisors | Studio City | CFP | Percentage of assets, Hourly |
| Stefan Meierhofer | Telos Capital Management | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Stefan Prvanov | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Stephen Doster | Pathview Wealth Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Stephen Moorman | Libra Wealth | Los Gatos | CFP | Hourly, Fixed fees |
| Stephen Philpott | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| Stephen Price-Hughes | Excelsus Capital Management | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Stephen Rischall | Navalign | Encino | CFP | Percentage of assets, Hourly |
| Stephen Schliesser | The Pacific Center for Financial Services | Danville | CFP | Percentage of assets, Hourly |
| Steven Bell | The Wealth Conservatory | Plymouth | CFP | Percentage of assets, Hourly |
| Steven Karkenny | Kanan Advisors | Malibu | CFP | Percentage of assets, Hourly |
| Susan Gavrich | Seasonal Strategy | Alameda | CFP | Percentage of assets, Hourly |