| Orlan Larson | Larson, Orlan Blaine | Santa Clarita | Not listed | Percentage of assets, Hourly |
| Orlando Plascencia | Trinity Capital Management | Upland | Not listed | Percentage of assets, Hourly |
| Patricia Alexander | Mission Street Wealth Planning | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Paul Matheson | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Peter Kendall | Tweddell Goldberg Investment Management | Sonora | Not listed | Percentage of assets, Hourly |
| Phoenix Arnold | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Prabhu Mogulla | Peaceful Advisors | Tustin | Not listed | Percentage of assets, Fixed fees |
| Quynh Ho | Werba Rubin Papier Wealth Management | San Jose | Not listed | Percentage of assets |
| Randall Whitfield | Telos Capital Management | Ventura | Not listed | Percentage of assets, Hourly |
| Raphael Biderman | Fairbanks Capital Management | Rancho Santa Fe | Not listed | Percentage of assets |
| Rebecca Shaw | Serenus Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Reese Rifredi | Kane Investment Management | Los Gatos | Not listed | Percentage of assets, Performance-based fees |
| Robert Hood | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Robert Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Robin Deshayes | Miltonian Capital Management | Los Olivos | Not listed | Percentage of assets, Fixed fees |
| Ronald Lederkramer | Ronald A. Lederkramer, CPA, CFP | Los Angeles | Not listed | Percentage of assets |
| Ronald Moore | Nine Pines Ventures | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Roque Wicker | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ryan Balderian | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Ryan Mende | Mende Financial Council | Carmel | Not listed | Percentage of assets |
| Ryan Sitrin | Sitrin Capital Management | Century City | Not listed | Percentage of assets |
| Salvatore Bommarito | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Samuel Landman | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sanford Lowengart | Capital Trust Advisors | Montgomery Street | Not listed | Percentage of assets |
| Sarah Gassert | Equity Management Group | Santa Rosa Valley | Not listed | Percentage of assets |
| Scott Jacobs | Werba Rubin Papier Wealth Management | Oakland | Not listed | Percentage of assets |
| Scott Van Epps | Process Wealth | Roseville | Not listed | Percentage of assets, Hourly |
| Scott Weber | Wealthlynk | Fallbrook | Not listed | Percentage of assets |
| Shahab Tabatabai | S & L Financial Management | Walnut | Not listed | Percentage of assets, Fixed fees |
| Shareen Balkey | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Shawn Young | RB Capital Management | Fresno | Not listed | Percentage of assets, Hourly |
| Shoichi Sato | Saratoga Research & Investment Management | Saratoga | Not listed | Percentage of assets |
| Stephen Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Stephen Bradley | Gencap Portfolio Management | Tiburon | Not listed | Percentage of assets, Hourly |
| Stephen Scherer | Private Financial Counseling | Los Angeles | Not listed | Percentage of assets |
| Steven Ocheltree | RB Capital Management | Morro Bay | Not listed | Percentage of assets, Hourly |
| Teresa Conley | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Teresa Sollom | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Thomas Swift | Financial Avengers | Oakland | Not listed | Percentage of assets |
| Tiarra Johnson | Asset Planning | Los Alamitos | Not listed | Percentage of assets, Hourly |
| Timothy Streufert | Private Financial Counseling | Los Angeles | Not listed | Percentage of assets |
| Tracy Shemano | Quantum Financial Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Trent Kolden | Tidecrest Wealth Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Turkessa Ferrer-Babich | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Valerie De Vol | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Venkat Yarlagadda | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Wayne Caldwell | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Wendy Atlin | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Wesley Long | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| William Leitch | Casilio Leitch Investments | Walnut Creek | Not listed | Percentage of assets |