| Michael Silane | 21 West Wealth Management | Tustin | CFA | Percentage of assets |
| Michael Verity | Lighthouse Financial Services | Brea | CFA | Percentage of assets, Hourly |
| Nancy Woodall | Meridian Investment Counsel | Lafayette | CFA, CIC | Percentage of assets, Hourly |
| 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 |
| Rebecca White | Harrington Investments | Napa | CFA | Percentage of assets, Hourly |
| Robert Wells | Selby Wealth Management | Emeryville | CFA | Percentage of assets, Hourly |
| Victor Lai | Bellwether Capital Management | El Dorado Hills | CFA | Percentage of assets, Hourly |
| Alexander Page | Page Capital Private Wealth Management | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Andrew Brinkman | Stableford Capital | Mill Valley | Not listed | Percentage of assets, Hourly |
| Benjamin Cohen | Marest Capital | Encino | Not listed | Percentage of assets |
| Bing Cao | Sky Vision Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Brian Acard | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Kavanaugh | Archvest Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Bruce Leppla | Leppla Capital Management | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Carl Carpenter | Beacon Financial Partners | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Christian Mejia | Sivia Capital Partners | Mill Valley | Not listed | Percentage of assets |
| Christopher Caruso | Veritas Wealth Partners | San Mateo | Not listed | Percentage of assets, Hourly |
| Christopher Soukup | Lighthouse Financial Services | Brea | Not listed | Percentage of assets, Hourly |
| Daniel Beatty | Selby Wealth Management | Emeryville | Not listed | Percentage of assets, Hourly |
| David Biehl | Capital Management Services | Santa Barbara | Not listed | Percentage of assets |
| Douglas Dial | Capital Partners Investment Group | Altadena | Not listed | Percentage of assets, Hourly |
| Eric Thurber | Three Bridge Wealth Advisors | Los Altos | Not listed | Percentage of assets, Hourly |
| Francois Viljoen | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Harlan Malter | Saposh & Malter | Aliso Viejo | Not listed | Percentage of assets, Hourly |
| James Salter | Blossom Wealth Management | San Ramon | Not listed | Percentage of assets, Hourly |
| Jason Prattes | Prattes Wealth Partners | Newport Beach | Not listed | Percentage of assets, Hourly |
| Jeffrey Field | Harrington Investments | Napa | Not listed | Percentage of assets, Hourly |
| Jeffrey Robinson | The Wealth Collaborative | Corona Del Mar | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wheeler | The Wealth Collaborative | Corona Del Mar | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wimbish | Kensington Investment Counsel | Long Beach | Not listed | Percentage of assets |
| John Harrington | Harrington Investments | Napa | Not listed | Percentage of assets, Hourly |
| John Kerns | Meridian Investment Counsel | Lafayette | Not listed | Percentage of assets, Hourly |
| John Spees | Granite Capital | Oakland | Not listed | Percentage of assets |
| Jonpaul Ursick | Scsc Advisors | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |
| Joo Hong Kim | Solomon Investment Consulting | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joseph Fuqua | Granite Capital | Oakland | Not listed | Percentage of assets |
| Joseph McGinley | Ellis Investment Partners | San Jose | Not listed | Percentage of assets, Hourly |
| Kana Liu | Sky Vision Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kathleen Harney | Pacific Wealth Care | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Kennedy Reardon | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Kristine Wallington | The Wealth Collaborative | Corona Del Mar | Not listed | Percentage of assets, Fixed fees |
| Leo Martinez | Epsilon Financial Group | Fairfield | Not listed | Percentage of assets, Hourly |
| Lester Antman | Simplyrich | Carlsbad | Not listed | Percentage of assets, Fixed fees |
| Loren Kinczel | Cultivate Financial Group | Los Gatos | Not listed | Percentage of assets, Fixed fees |
| Marc Ackerman | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Marco Mendoza | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Mark Kalinowsky | Kalinowsky Asset Management | San Jose | Not listed | Percentage of assets, Hourly |
| Mark Olhoeft | Olhoeft Financial | San Juan Capistrano | Not listed | Percentage of assets, Hourly |
| Marla Schroeder | Contravisory Investment Management | Moraga | Not listed | Percentage of assets, Performance-based fees |