| Alexandra Long | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Amanda Leger | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andrew Early | Saratoga Research & Investment Management | Saratoga | Not listed | Percentage of assets |
| Andrew Fuller | Beverly Hills Private Wealth | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andrew Price | Hillcrest Financial Group | Thousand Oaks | Not listed | Percentage of assets, Fixed fees |
| Andrew Ryan | AWR Investment Management | San Anselmo | Not listed | Percentage of assets, Fixed fees |
| Andrew Williams | Gencap Portfolio Management | Tiburon | Not listed | Percentage of assets, Hourly |
| Anna Bogorodchenko | Hillcrest Financial Group | Thousand Oaks | Not listed | Percentage of assets, Fixed fees |
| Anne Page | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Ashley Souza | The Pacific Center for Financial Services | Danville | Not listed | Percentage of assets, Hourly |
| Brandon Rosi | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Brenna Cancilla | Mission Street Wealth Planning | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Brent Greenshields | Greenshields Capital | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Brian Schaffield | Summa Capital Management | Santa Barbara | Not listed | Percentage of assets |
| Bridget Quijada | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Brooks Sackett | Chief Capital Management | San Jose | Not listed | Percentage of assets, Hourly |
| Bruce Sherman | Telos Capital Management | La Mesa | Not listed | Percentage of assets, Hourly |
| Carl Demartini | RB Capital Management | Laguna Woods | Not listed | Percentage of assets, Hourly |
| Carla Simpson | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Carolin Alaverdian | Windsor Capital Management | Valley Glen | Not listed | Percentage of assets, Hourly |
| Caroline Novak | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Catherine Siphron | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Chad Franck | The Pacific Center for Financial Services | Danville | Not listed | Percentage of assets, Hourly |
| Charles Davis | Kane Investment Management | Los Gatos | Not listed | Percentage of assets, Performance-based fees |
| Christopher Randall | Axis Capital Management | Hermosa Beach | Not listed | Hourly, Fixed fees |
| Christopher Ridout | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Corey Casilio | Casilio Leitch Investments | Walnut Creek | Not listed | Percentage of assets |
| Corrine Fields | Willow Creek Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Craig Morse | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Dana Franco-Young | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Dana Morgera | Bull Oak Capital | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |
| Daniel Copenhagen | Continuum Advisory | Pleasanton | Not listed | Percentage of assets, Hourly |
| Danny Seth | Capital Fluency | Irvine | Not listed | Percentage of assets, Hourly |
| Darren Crume | Marathon Capital Management | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Darren Moss | D. Moss Wealth Management | West Hollywood | Not listed | Percentage of assets, Fixed fees |
| Darren Pollock | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Naylor | Soundhaven Capital Management | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| David Van Overeem | RMR Capital Management | Tustin | Not listed | Percentage of assets |
| Denise Farkas | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Dennis Kane | Kane Investment Management | Los Gatos | Not listed | Percentage of assets, Performance-based fees |
| Diane Vanaman | Prism Advisors | Studio City | Not listed | Percentage of assets, Hourly |
| Dong Zhang | Evla Hills Equity Services | Saratoga | Not listed | Percentage of assets, Performance-based fees |
| Donna Williams | Waverley Wealth Management | Mountain View | Not listed | Percentage of assets |
| Douglas Jankowski | RS Crum | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Edward Berry | Greenshields Capital | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Efren Bolisay | Sitrin Capital Management | Century City | Not listed | Percentage of assets |
| Elean Mendoza | Paragon Financial Partners | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Elizabeth Brunson | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Gibson | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Emebet Estifanos | Kane Investment Management | Los Gatos | Not listed | Percentage of assets, Performance-based fees |