| Daniel Downey | Determined Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Darrach Mc Carthy | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Deana Moncayo | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Diane McCracken | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Faraz Sattar | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| Hailee Brigman | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Ian Tongol | Investment Growth Management | Concord | Not listed | Percentage of assets, Hourly |
| Iris Nguyen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Jared Audette | Eagle Wealth Management Group | Valencia | Not listed | Percentage of assets |
| Jordan Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Joshua Meier | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Julianne Jeffrey | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Kurt Beimfohr | Knightsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets, Performance-based fees |
| Larry Fernandez | Victus Capital Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Lillian Swenson | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mark Johnsen | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Mary Kusnic | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Meghan Hyland | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Michael Masciorini | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Michael Redlick | Investment Growth Management | Clayton | Not listed | Percentage of assets, Hourly |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Richard Levenson | Western Financial | San Diego | Not listed | Percentage of assets |
| Robert Jones | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Ryan Peabody | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Ryan Wells | PathWise | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Samuel Mitsui-Reyes | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Tejpartab Anand | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| Tina Herrera | Sharper & Granite | El Segundo | Not listed | Percentage of assets |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Andrew Edstrom | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Angela Gomez Guerrero | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Anthony Danaher | Guild Investment Management | Westlake Village | Not listed | Percentage of assets, Subscription |
| Anthony Sam | Alpha Solutions Investment Advisors | South San Francisco | Not listed | Percentage of assets |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Ara Gasparian | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Aria Khalili | Pariax Private Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Austin Link | GKV Capital | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Benjamin Johnson | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Brian Lloyd | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |