| Jaywant Srivatsa | Future Wealth | Los Gatos | Not listed | Percentage of assets |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| John Prichard | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Jonathan Becker | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Mazzon | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Kyle Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lindsey Garn | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| Lyle Meek | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Mark Bourguignon | Proprietor Wealth Management | Larkspur | Not listed | Percentage of assets, Hourly |
| Michelle Higgins | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Miles Yourman | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Nicholas Powers | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Rugh | Rugh Financial | Menlo Park | Not listed | Percentage of assets |
| Nicholas Venezia | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ryan Dennehy | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sean Maloon | California Financial Advisors | San Ramon | Not listed | Percentage of assets, Ongoing planning fee |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Wai Fung Tang | Wealth Architects | Mountain View | CFA | Percentage of assets, Hourly |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Andrew Kirchner | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Benjamin Wilson | Wilson + Boucher | Fairfax | Not listed | Percentage of assets, Hourly |
| Brian Baylis | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Brian Roberts | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Bryan Ellis | Second Mountain Financial | Redondo Beach | Not listed | Flat fee or retainer, Ongoing planning fee |
| Corinna Rose | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| David Jackson | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Dawn Correia | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Diego Reyes | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Eric Toubin | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Ethan Senn | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Forrest Bell | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Harris Willner | TTP Investments | San Jose | Not listed | Percentage of assets |
| Harrison Willner | TTP Investments | San Jose | Not listed | Percentage of assets |
| Heidi Crawford | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Henry Hache | A.I. Financial | Simi Valley | Not listed | Percentage of assets |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |