| Leon Shirman | Emerald Hills Capital | Redwood City | CFA | Percentage of assets, Hourly |
| Vittorio Fratta | Cedar Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Alexander Schilling | Union Square Global Wealth Management | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ali Bastani | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Allen Mellow | KTF Investments | Seal Beach | Not listed | Percentage of assets, Fixed fees |
| Ashley Monk | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brant Griffin | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| Brian Lee | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brodie Cohen | Cohen Capital Management | Corte Madera | Not listed | Percentage of assets |
| Bruce Bligh | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Charles Wyman | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Christopher Hurtado | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Cole Murphy | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| Daniel Fedder | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Eldridge Gray | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Ly | Sentry Advisors | San Francisco | Not listed | Percentage of assets |
| Evan Epstein | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Evan Salke | Alpine Peaks Consulting | Alpine Meadows | Not listed | Hourly, Fixed fees |
| Evelyn Foo | Kingsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Gregory Metzger | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| Gregory Powell | Sentry Advisors | San Francisco | Not listed | Percentage of assets |
| Griffin Sheehy | Willow Creek Wealth Management | Sebastopol | Not listed | Percentage of assets, Hourly |
| James Scheinberg | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| James Skorheim | Skorheim Wealth Management | Laguna Hills | Not listed | Percentage of assets, Hourly |
| James Skorheim | Skorheim Wealth Management | Laguna Hills | Not listed | Percentage of assets, Hourly |
| Jason Hathaway | Legacy Wealth Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jess Sansone | KTF Investments | Seal Beach | Not listed | Percentage of assets, Fixed fees |
| Joshua Axel | KTF Investments | Seal Beach | Not listed | Percentage of assets, Fixed fees |
| Justin Brooks | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Kelsey Ellis | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Kevin Root | Oak Root | Santa Barbara | Not listed | Percentage of assets |
| Laurel Jones | Cedar Wealth Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Lizanina Lucero | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Marcos Chavira | Taxdude Financial Advisor | Long Beach | Not listed | Percentage of assets, Hourly |
| Mark Keating | Willow Creek Wealth Management | Sebastopol | Not listed | Percentage of assets, Hourly |
| Michael Immerman | Kingsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Richard Holbrook | Holbrook Global Strategies | Foster City | Not listed | Percentage of assets, Hourly |
| Ryan Beckler | Verity Wealth Advisors | Sausalito | Not listed | Percentage of assets, Hourly |
| Susanna Han | Sentry Advisors | San Francisco | Not listed | Percentage of assets |
| Timothy Sykes | Oak Root | Santa Barbara | Not listed | Percentage of assets |
| Todd Scalisi | Newhouse Integrated Financial Advisors | Soquel | Not listed | Percentage of assets, Hourly |
| Valeria Jaramillo Echeverria | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |