| John Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Josh Schein | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Julie Ford | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Lianna Kzirian | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Mathew Duvall | Duvall Wealth Management | Fontana | Not listed | Percentage of assets, Hourly |
| Matthew Catone | Arimathea Investing | Fort Bragg | Not listed | Percentage of assets, Hourly |
| Nuthira Neal | NNInvestmentAdvisory | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Paul Kramer | Miles Brown Asset Management | Santa Rosa | Not listed | Percentage of assets, Hourly |
| Sandra Swanson | Potentia Wealth | San Jose | Not listed | Percentage of assets, Fixed fees |
| Scott Devens | Devens Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Shannon Webb | Webb Financial Group | Mission Viejo | Not listed | Percentage of assets, Fixed fees |
| Tan Khoa Ngo | Mentor Financial Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Travis Trettin | Yosemite Wealth | Oakhurst | Not listed | Percentage of assets |
| Valerija Martinovic | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Yvonne Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| Adam Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Alan Flores | Darkhorse Advisor | Newport Beach | Not listed | Percentage of assets |
| Alexandra Markulis | The Wealth Collaborative | Santa Monica | Not listed | Percentage of assets, Hourly |
| Annmarie Rizzo | Plectrum Advisers | Altadena | Not listed | Percentage of assets, Hourly |
| Benjamin Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |
| Brendon Kempin | Cynosure Portfolio Advisors | Sunnyvale | Not listed | Percentage of assets, Hourly |
| Brent Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Brian Belcastro | The $ Coach | El Dorado Hills | Not listed | Percentage of assets, Hourly |
| Brian Johnson | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Chase Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Christine White | Imagine Math | Moorpark | Not listed | Percentage of assets |
| Claire Cheng | ValueTech Private Advisors | Pomona | Not listed | Percentage of assets, Hourly |
| David Wright | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Eric Cedergreen | The Clark Group Asset Management | Dana Point | Not listed | Percentage of assets |
| Gira Patel | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Jade Chien | Zuckerman Capital Management | Los Angeles | Not listed | Percentage of assets |
| Jeremiah Anzelc | North Bay Wealth Management | Petaluma | Not listed | Percentage of assets |
| Joshua Iversen | Syzygy Financial | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Keith | Laguna Capital Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Kelly Doyle | Wealthrise Financial Planning | Carlsbad | Not listed | Hourly |
| Kenneth Sleeper | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Khanh Nguyen | Ayla Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Marshall Quan | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Matthew White | Endurance Investment Strategies | Fresno | Not listed | Percentage of assets, Hourly |
| Michael Souza | KOA Wealth Management | Encinitas | Not listed | Percentage of assets, Hourly |
| Nan Cheng | ValueTech Private Advisors | Diamond Bar | Not listed | Percentage of assets, Hourly |
| Nathan Brummel | Sierra Investment Management | Santa Monica | Not listed | Percentage of assets |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |