| Teresa Kakadelas | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Terrence Palazzolo | Griffin Black | Redwood City | CFP | Percentage of assets, Hourly |
| Terri McGray | Longevity Capital Management | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Thomas Porta | Porta Investment Management | Vallejo | CFP, CFA | Percentage of assets |
| Tierney Bosset | Saratoga Research & Investment Management | Saratoga | CFP | Percentage of assets |
| Timothy Drake | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Timothy Wallender | Wallender, Timothy Joseph | Manhattan Beach | CFP | Percentage of assets |
| Tina Vieregg | Creative Capital Management Investments | San Diego | CFP | Percentage of assets, Hourly |
| Troy Brown | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Tu Nguyen | Sierra Pacific Private Wealth | Pleasanton | CFP | Percentage of assets, Hourly |
| Tyler Aubrey | Define Financial | San Diego | CFP | Percentage of assets, Hourly |
| Vernon Dransfeldt | Equity Management Group | Santa Rosa Valley | CFP | Percentage of assets |
| Wade Slome | Sidoxia Capital Management | Newport Beach | CFP, CFA | Percentage of assets, Hourly |
| Warren Binstock | Telos Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Wende Headley | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| Zachary Ziegler | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Zoe Bollinger | Bollinger Capital Management | Redondo Beach | CFP | Percentage of assets |
| Andrew Weld | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Charles Chamberlin | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Chitra Staley | TPW Finance | Mountain View | CFA | Fixed fees |
| Chris Cho | Fairbanks Capital Management | Rancho Santa Fe | CFA | Percentage of assets |
| Daniel Goldberg | Goldberg Financial Advisors | El Segundo | CFA | Percentage of assets, Hourly |
| David Smith | Redwood Park Advisors | Redwood City | CFA | Percentage of assets, Hourly |
| Douglas Hutchinson | Assembly Wealth | Mill Valley | CFA | Percentage of assets, Hourly |
| Francisco Lopez | Willow Creek Financial | San Diego | CFA | Percentage of assets, Hourly |
| Gary Karz | WWM Advisory | Culver City | CFA | Not listed |
| Igor Lotsvin | Sage Rhino Capital | Menlo Park | CFA | Percentage of assets, Hourly |
| Jean-Luc Bourdon | Lucent Wealth Planning | Santa Barbara | PFS | Percentage of assets, Fixed fees |
| John Bollinger | Bollinger Capital Management | Redondo Beach | CFA | Percentage of assets |
| John Defonso | Aqua Capital Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| John Goldberg | Capital Trust Advisors | Piedmont | CFA | Percentage of assets |
| Joseph Pollard | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Keith Bong | Sidoxia Capital Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Kevin Ashworth | Delarme Wealth Management | Palos Verdes Estates | CFA | Percentage of assets |
| Lisa Westermark | Beverly Hills Private Wealth | Beverly Hills | ChFC | Percentage of assets, Hourly |
| Maria Wells | Blankinship & Foster | Solana Beach | CFA | Percentage of assets, Hourly |
| Matthew Casas | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Matthew King | King Wealth Advisors | San Mateo | CFA | Percentage of assets, Hourly |
| Michael Leavy | Integris Wealth Management | Monterey | CFA | Percentage of assets, Hourly |
| Michael Whitehurst | Telos Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Nick Nejad | Beverly Hills Private Wealth | Beverly Hills | CFA | Percentage of assets, Hourly |
| Philip Spencer | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Puneet Sahi | Iron Horse Capital | Irvine | CFA | Percentage of assets, Hourly |
| Robert Horowitz | Robert Horowitz Wealth Management | Mill Valley | CFA | Percentage of assets, Hourly |
| Robert Meng | Saratoga Research & Investment Management | Saratoga | CFA | Percentage of assets |
| Takaya Weckle | Clutinger Williams & Verhoye | San Diego | CFA | Percentage of assets, Hourly |
| Timothy Menez | Capital Management Advisor Group | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Alex Gutt | Alpenglobal Capital | Tahoe City | Not listed | Percentage of assets |
| Alex Kiley | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Alex Owens | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |