| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andrew McVay | Avalon Financial Advisors | Laguna Hills | CFP | Hourly, Fixed fees |
| Anita Singh | Meridian Investment Counsel | Lafayette | CFP | Percentage of assets, Hourly |
| Annamalai Rajendran | Family CFO | Los Altos | CFP | Percentage of assets, Hourly |
| Arpi Vardanyan | Jones Wealth Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Caroline Gorham | Neumann Capital Management | Foster City | CFP | Percentage of assets |
| Casey Witters | Optimize Financial | Irvine | CFP | Percentage of assets |
| Corey Saft | Sivia Capital Partners | Mill Valley | CFP | Percentage of assets |
| Craig Braemer | Blossom Wealth Management | San Ramon | CFP, CFA | Percentage of assets, Hourly |
| Crystal Kozlak | Brooklyn FI | San Bernardino | CFP | Percentage of assets, Hourly |
| Daniel Platt | Neumann Capital Management | Foster City | CFP, CFA | Percentage of assets |
| Ekaterina Atanassov | Neumann Capital Management | Foster City | CFP, CFA | Percentage of assets |
| Enrique Figueroa | Veritas Wealth Partners | San Mateo | CFP | Percentage of assets, Hourly |
| Eric Lai | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Eric Zurbrugg | IFC Advisors | Los Angeles | CFP | Percentage of assets, Fixed fees |
| Evan Nelson | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| George Salter | Blossom Wealth Management | San Ramon | CFP | Percentage of assets, Hourly |
| Guy Keefer | Keefer Pension Consulting | El Segundo | CFP | Percentage of assets |
| Henk Pieters | Investus Financial | Costa Mesa | CFP | Percentage of assets, Hourly |
| Jacqueline Lewis | Brooklyn FI | San Marcos | CFP | Percentage of assets, Hourly |
| John Wenzel | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| John Williams | Optimize Financial | Irvine | CFP | Percentage of assets |
| Joseph Wells | Selby Wealth Management | Emeryville | CFP, CFA | Percentage of assets, Hourly |
| Jovita Honor | Honor Family Office | Santa Barbara | CFP | Percentage of assets, Fixed fees |
| Lameck Lukanga | Life Line Wealth Management | Beverly Hills | CFP | Percentage of assets |
| Lawrence Grossman | Archvest Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Lisa Nguyen | Optimize Financial | Irvine | CFP | Percentage of assets |
| Mark Sievers | Epsilon Financial Group | Fairfield | CFP | Percentage of assets, Hourly |
| Marten Mullins | Black Horse Wealth Management | San Diego | CFP | Percentage of assets |
| Michael Templeman | Templeman Wealth Management | Rancho Santa Margarita | CFP | Percentage of assets, Hourly |
| Michael Vandenburg | Coast Wealth Management | San Clemente | CFP | Percentage of assets, Hourly |
| Michael Young | Clearview Financial | San Diego | CFP | Percentage of assets, Fixed fees |
| Patricia Fata | Fata Financial | Tiburon | CFP | Percentage of assets, Hourly |
| Peter Mattei | Epsilon Financial Group | Fairfield | CFP | Percentage of assets, Hourly |
| Peter Morton | Hawkins Investment Counsel | Pleasant Hill | CFP | Percentage of assets, Hourly |
| Raffaele Mari | Global Wealth Management | Corona Del Mar | CFP | Percentage of assets, Hourly |
| Ryan Goldenhar | Brooklyn FI | San Diego | CFP, CFA | Percentage of assets, Hourly |
| Sebastian Eccles | Life Line Wealth Management | Beverly Hills | CFP | Percentage of assets |
| Stephen Philpott | Nelson Capital Management | Menlo Park | CFP | Percentage of assets, Hourly |
| Barbara Wright | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| 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 Tracy | Bellwether Capital Management | Fair Oaks | CFA | Percentage of assets, Hourly |
| Darcy Smoot | Nelson Capital Management | Menlo Park | CFA | Percentage of assets, Hourly |
| David Ward | Brookside Strategy and Consulting | Burbank | CFA | Percentage of assets, Fixed fees |
| Elizabeth Mihalka | Altamont Wealth Management | Livermore | CFA | Percentage of assets, Hourly |
| Evan Ke | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| James Collins | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Kristin Horton | Haven Capital Group | Westlake Village | CFA | Percentage of assets, Hourly |