| Kara Boccella | Serenus Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Karen Craig | Alpenglobal Capital | Tahoe City | Not listed | Percentage of assets |
| Kay Oh | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Kelli Cox | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Kelly Jones | Kelly Jones Investment Services | San Rafael | Not listed | Percentage of assets, Hourly |
| Kent Stone | Clutinger Williams & Verhoye | San Diego | Not listed | Percentage of assets, Hourly |
| Kerrie Doughty-Lloyd | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Kevin Gilmore | Gilmore Financial Services | San Mateo | Not listed | Percentage of assets, Hourly |
| Kevin Tanner | Saratoga Research & Investment Management | Saratoga | Not listed | Percentage of assets |
| Kim Magana | Marathon Capital Management | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Kyla Orr | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Kyla SyCip | Griffin Black | Redwood City | Not listed | Percentage of assets, Hourly |
| Laura Ponticello | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Leo Freeman | Obran Capital Advisors | Lincoln | Not listed | Percentage of assets, Hourly |
| Luke Thatcher | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Lyle Bonn | Gencap Portfolio Management | Tiburon | Not listed | Percentage of assets, Hourly |
| Manjeshwar Bhat | Kane Investment Management | Los Gatos | Not listed | Percentage of assets, Performance-based fees |
| Marc Edwards | Gencap Portfolio Management | Tiburon | Not listed | Percentage of assets, Hourly |
| Marcus Sitrin | Sitrin Capital Management | Century City | Not listed | Percentage of assets |
| Margy Lin | Halcyon Investment Advisor | Los Angeles | Not listed | Percentage of assets, Hourly |
| Mark Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Mark Hebner | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Mark Leavitt | Enspire Wealth Management | Santa Rosa | Not listed | Percentage of assets, Fixed fees |
| Martin Bicker | Waverley Wealth Management | Mountain View | Not listed | Percentage of assets |
| Martin Irani | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Mary Brunson | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Mary Mizera | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Mary Russell | Werba Rubin Papier Wealth Management | San Jose | Not listed | Percentage of assets |
| Mathew Spencer | Saratoga Research & Investment Management | Saratoga | Not listed | Percentage of assets |
| Matthew Keating | Saratoga Research & Investment Management | Saratoga | Not listed | Percentage of assets |
| McGinnis McCoy | Prism Advisors | Studio City | Not listed | Percentage of assets, Hourly |
| Melani List | Asset Planning | Los Alamitos | Not listed | Percentage of assets, Hourly |
| Melissa Larson | Larson, Orlan Blaine | Santa Clarita | Not listed | Percentage of assets, Hourly |
| Mia Carla Dizon | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Michael Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Michael Ernst | Ernst & CO. Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Michael Harnett | Harnett Investment Advisers | Carlsbad | Not listed | Percentage of assets |
| Michael Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Michael Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Michael Pearce | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Michael Pysnik | Pysnik Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| Michael Setlich | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Michael Stoner | Bull Oak Capital | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |
| Michael Zaidlin | Madrone Investment Advisory | San Rafael | Not listed | Fixed fees |
| Michelle Miller | Delarme Wealth Management | Palos Verdes Estates | Not listed | Percentage of assets |
| Min Kim | Twin Lakes Capital | Redwood Shores | Not listed | Percentage of assets |
| Monte Malhotra | Money Intelligence | Santa Clara | Not listed | Percentage of assets, Hourly |
| Neal Rutter | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Nicholas Goldthorpe | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Nicole Glazer | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |