| Alex Chalekian | Lake Avenue Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| Alex Garcia | AGG Asset Management | Westlake Village | Not listed | Percentage of assets |
| Alexander Anderson | Heyman Wealth Management | Encino | Not listed | Percentage of assets, Hourly |
| Alexander Conaghan | Conaghan Financial Services | Dublin | Not listed | Not listed |
| Alfred Slayton | Core Wealth Partners | Marina Del Rey | Not listed | Percentage of assets |
| Allen Drake | Royale Investment Advisor | Lake Mathews | Not listed | Percentage of assets, Hourly |
| Amir Navab | Great Gable Wealth Management | Beverly Hills | Not listed | Percentage of assets |
| Amy Zwaan | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Andreas Yanik | Create My Wealth | Winnetka | Not listed | Percentage of assets, Hourly |
| Andrew Brooks | Village Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Hourly |
| Andrew Liu | MKT Advisors | Carlsbad | Not listed | Percentage of assets |
| Andrew Moretine | The William Allan | Long Beach | Not listed | Percentage of assets, Hourly |
| Angel Valencia | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Anna Miller | Certified Planners | San Ramon | Not listed | Percentage of assets, Hourly |
| Annelizabeth Rogers | Azimuth Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Anthony Cantando | Crosspoint Capital Management | Orinda | Not listed | Percentage of assets |
| Anthony Herreres | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Anthony Montenegro | The Blackmont Group | Fullerton | Not listed | Percentage of assets, Hourly |
| Anthony Purpero | Harbor Hills Financial Advisors | Montecito | Not listed | Percentage of assets, Hourly |
| Arthur Askil | Titan Capital Management | Turlock | Not listed | Percentage of assets, Fixed fees |
| Aryan Golzar Shabestary | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| Asif Suria | Inside Arbitrage Advisors | Foster City | Not listed | Percentage of assets |
| Athanasios Preovolos | Alpha & Omega | La Mesa | Not listed | Percentage of assets, Hourly |
| Aydin Pro | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Barbara Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Barry Craine | Black Card Circle | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Barry Kilzer | Kilzer Wealth Management | Carmel | Not listed | Percentage of assets, Hourly |
| Barry Waits | Waits Investments | Carlsbad | Not listed | Percentage of assets, Hourly |
| Basem Darwich | MKT Advisors | Carlsbad | Not listed | Percentage of assets |
| Benjamin Beckstead | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Benjamin Reynoso | FCG Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| Bethany Ely | Three Oaks Wealth | Gold River | Not listed | Percentage of assets, Hourly |
| Brad Cotner | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Brad Saenz | Coastwise Capital Group | La Jolla | Not listed | Percentage of assets, Hourly |
| Brady Bishop | Waits Investments | Carlsbad | Not listed | Percentage of assets, Hourly |
| Brendan Fraleigh | Moment Private Wealth | Clayton | Not listed | Percentage of assets, Fixed fees |
| Brent Lowe | Granite Wealth Advisors | Temecula | Not listed | Percentage of assets, Fixed fees |
| Brent Mick | Strategic Retirement Advisors | Elk Grove | Not listed | Percentage of assets, Hourly |
| Brent Pasqua | Evermont Wealth | Claremont | Not listed | Percentage of assets, Hourly |
| Brent Seehusen | White Sail Advisors | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Brian Hogan | Stonebridge Capital Management NW | San Anselmo | Not listed | Percentage of assets |
| Brian Johnson | Monarch Wealth Strategies | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Brian Martin | Martin & Company | Valencia | Not listed | Percentage of assets, Hourly |
| Brian Miller | 245 Investments | Novato | Not listed | Percentage of assets, Performance-based fees |
| Brian Owen | Team Wealth & Tax Advisors | Temecula | Not listed | Percentage of assets, Fixed fees |
| Brooke Boyd | Mdrn Wealth | Venice | Not listed | Percentage of assets, Hourly |
| Bryan Duckett | Duckett Wealth Management | Irvine | Not listed | Percentage of assets, Fixed fees |
| Butch Safyurtlu | Blue Chip Financial Advisors | Newport Beach | Not listed | Percentage of assets, Hourly |
| Carter Osborne | Planned Solutions | Folsom | Not listed | Percentage of assets, Hourly |
| Cassidy Plair | Sustainable Advisors Alliance | Los Angeles | Not listed | Percentage of assets, Hourly |