| James Cowan | Cowan Capital Advisors | Foster City | Not listed | Percentage of assets, Hourly |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| James Schnieders | Schnieders Capital Management | Pasadena | CFA | Percentage of assets |
| Jay Liao | Mandala Wealth Management | San Diego | CFA | Percentage of assets |
| Jerene Meissert | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Joel Edstrom | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| Jonathan Dash | Dash Investments | Woodland Hills | Not listed | Percentage of assets |
| Joseph Cacia | Collar Capital Management | Santa Clarita | Not listed | Percentage of assets, Fixed fees |
| Joseph Nix | Nix Wealth Management | Sacramento | Not listed | Percentage of assets |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Mark Gleason | WESCAP Group | Glendale | CFA | Percentage of assets, Hourly |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Matthew Smith | Collar Capital Management | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Cannivet | Silverlight Asset Management | Newport Beach | CFA | Flat fee or retainer |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Pat Wang | Shearwater Capital | Redondo Beach | Not listed | Percentage of assets |
| Peter Ta | TTP Investments | San Jose | Not listed | Percentage of assets |
| Raymond Mayer | Cypress Path Capital | Carmel | CFA | Percentage of assets, Hourly |
| Robert Moses | Alpha Solutions Investment Advisors | South San Francisco | CFA | Percentage of assets |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Walsh | Roberts Wealth Advisors | Menlo Park | CFA | Percentage of assets, Hourly |
| Samara Hanson Velloo | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Sapphira Santibanez | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Tiffany Hong | Ades Investment Counsel | Los Angeles | CFA | Percentage of assets, Hourly |
| Timothy Lindvall | Painted Porch Advisors | Santa Barbara | CFA | Percentage of assets, Fixed fees |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Alexis Marriott | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Alison Cornwell | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Christopher Casanega | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Christopher Combs | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Cynthia Combs | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |