| Travis McShane | Eclectic Associates | Fullerton | CFP, CFA | Percentage of assets, Hourly |
| Trent Benedetti | Benedetti Financial | Santa Maria | CFP | Percentage of assets, Hourly |
| Trevor Shaw | Gradient Capital Advisors | San Diego | CFP | Percentage of assets, Hourly |
| Trevor Stone | Parkshore Wealth Management | Granite Bay | CFP | Percentage of assets, Hourly |
| Uziel Gomez | Avise Financial | Los Angeles | CFP | Percentage of assets, Hourly |
| Vance Lavizzo | Alliance Advisory & Securities | Westlake Village | CFP | Percentage of assets, Hourly |
| Vidalia Cornwall | Tessara Wealth | Burlingame | CFP, ChFC | Percentage of assets, Hourly |
| William Symons | Eureka Financial Planners | Eureka | CFP | Percentage of assets, Hourly |
| Winfield Stauffer | Betterwealth | San Jose | CFP | Percentage of assets |
| Yves-Marc Courtines | Boundless Advice | Manhattan Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Anthony Wan | Wealthboost Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Benjamin Rones | R & R Financial | Temecula | CFA | Percentage of assets, Fixed fees |
| Brett Janis | Strong Bridge Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Charles Rogers | Azimuth Wealth Advisors | San Diego | ChFC | Percentage of assets, Hourly |
| Christopher Olin | Alesia Investment Management | Torrance | CFA | Percentage of assets, Performance-based fees |
| Daniel Heyman | Heyman Wealth Management | Encino | PFS, CFA | Percentage of assets, Hourly |
| David Hart | Grant Private Wealth Management | Pleasanton | CFA | Percentage of assets, Hourly |
| Deborah Hurwicz | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Devin Weinstein | Coast Bridge Capital | Los Angeles | CFA | Percentage of assets |
| Eric Richards | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Eric Wheeler | First and Main Financial | Piedmont | CFA | Percentage of assets, Hourly |
| Gary Pevey | AFS Investments | Turlock | ChFC | Percentage of assets, Hourly |
| Gregory Sommer | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Gregory Zedlar | California Capital Management | North Hollywood | ChFC | Percentage of assets, Hourly |
| Han Liu | Banyan Lake Capital | San Mateo | CFA | Percentage of assets, Hourly |
| Harris Holzberg | Holzberg Wealth Management | Corte Madera | ChFC | Percentage of assets, Hourly |
| Jason Escamilla | Impactadvisor | Sf | CFA | Percentage of assets, Hourly |
| Jeremy Fletcher | Asset Dedication | San Francisco | CFA | Percentage of assets |
| Joseph Curtis | Resolve Financial | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Jun Zhu | Crystal Investment Management | Mopraga | CFA | Percentage of assets, Performance-based fees |
| Marc Lieberman | Shorepine Wealth Management | Tiburon | CFA | Percentage of assets, Hourly |
| Matthew Higbie | Birchwood Capital | Carlsbad | CFA | Hourly, Fixed fees |
| Patrick Tinucci | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Paul Rossi | Rossi Financial Group | El Dorado Hills | CFA | Percentage of assets, Fixed fees |
| Rafay Khalid | Solomon and Associates | Irvine | CFA | Percentage of assets, Hourly |
| Ray Meadows | Berkeley Investment Advisors | Santa Rosa | CFA | Percentage of assets, Hourly |
| Raymond Chung | Emerald Waves Investments | Cupertino | CFA | Percentage of assets |
| Robert Brown | The R.L. Brown Advisory Group | Pleasanton | CFA | Percentage of assets, Fixed fees |
| Robert Hillberg | Hillberg Capital Management | Turlock | PFS | Percentage of assets, Hourly |
| Robert Smith | Mark Smith Financial Services | Thousand Oaks | PFS | Percentage of assets, Hourly |
| Russell Murdock | Eclectic Associates | Huntington Beach | CFA | Percentage of assets, Hourly |
| Sathish Veeraraghavan | First Principles Investment Management | Los Gatos | CFA | Percentage of assets, Fixed fees |
| Scott Sommers | First Financial Consulting | Pasadena | ChFC | Percentage of assets, Hourly |
| Stephanie Bucko | Mana Financial Life Design | Glendale | CFA | Percentage of assets, Hourly |
| William Torres | Cerda Munoz Advisors | Cerritos | PFS | Percentage of assets, Hourly |
| Yvonne Madson | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Aaron Shuchatowitz | Shucha Wealth Management | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Adam Anschultz | Kanan Advisors | Malibu | Not listed | Percentage of assets, Hourly |
| Adam Soroko | Mertz Capital | Studio City | Not listed | Percentage of assets, Hourly |
| Adam Wiatrak | Core Wealth Partners | Santa Rosa | Not listed | Percentage of assets |