| Stuart Park | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Thomas Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Christopher Low | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Conley | JAG Capital Management | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Donald Jesberg | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Gregory Patterson | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Guy Benstead | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Lundin | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Pogue | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Kevin Price | Interlake Capital Management | Carmel | Not listed | Percentage of assets |
| Kristen Worth | Flywheel Private Wealth | Los Altos | Not listed | Percentage of assets |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Kristin Hull | moneydoula | Piedmont | Not listed | Percentage of assets, Hourly |
| Michelle Durgy | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Raymond Randolph | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Sampurna Khasnabis | moneydoula | Berkeley | Not listed | Percentage of assets, Hourly |
| William Fung | CA Investment Advisers | Cupertino | Not listed | Percentage of assets |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Arvind Chopra | SagePointe Advisors | Fremont | Not listed | Percentage of assets |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Charles Else | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Daniel Hennig | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Henry Reed | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jonathan Caprilli | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Leslie Krampert | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Paul Feinstein | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Peter Johnson | PWJohnson Wealth and Legacy | Los Altos | Not listed | Ongoing planning fee |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Russell Silvestri | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |