| Catherine Dunnam | Planned Solutions | Folsom | Not listed | Percentage of assets, Hourly |
| Chad Germann | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Carty | Carty Financial | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Chris Varjabedian | Lake Avenue Financial | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Christian Welborn | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Christopher De Lorimier | O'connor Wealth Management | Monrovia | Not listed | Percentage of assets |
| Christopher Diegelman | Diegelman Capital Advisors | Ventura | Not listed | Percentage of assets, Hourly |
| Christopher Fide | Integrated Planning & Investments | Clovis | Not listed | Percentage of assets, Fixed fees |
| Christopher Gallagher | Gallagher Wealth Management | Danville | Not listed | Percentage of assets, Hourly |
| Christopher Young | Waterfront Advisors | Avalon | Not listed | Percentage of assets, Fixed fees |
| Christy Moore | Stewardship Wealth Management Solutions | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Clifford Downie | Downie Financial Group | Mission Viejo | Not listed | Percentage of assets, Hourly |
| Colm Oboyle | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Connor Ludwig | Wealthetic | San Diego | Not listed | Percentage of assets, Hourly |
| Connor MacKenzie | Financial Alternatives | La Jolla | Not listed | Percentage of assets, Hourly |
| Consuelo Webb | Mari Legacy Group | Calabasas | Not listed | Percentage of assets, Hourly |
| Corey Johnson | Shorebird | Newport Beach | Not listed | Percentage of assets, Hourly |
| Corinne Fond | MKT Advisors | Carlsbad | Not listed | Percentage of assets |
| Cory Reader | Brogan Asset Management | Blythe | Not listed | Percentage of assets, Hourly |
| Crystal Lary | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Damion Smith | Great Gable Wealth Management | Beverly Hills | Not listed | Percentage of assets |
| Daniel Carmo | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Daniel Wu | Strait & Sound | Burlingame | Not listed | Percentage of assets, Hourly |
| Daniel Yeoman | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| David Dardashti | Spearhead Advisors | Newport Beach | Not listed | Percentage of assets |
| David Jacobs | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| David Leonhart | Team Wealth & Tax Advisors | Temecula | Not listed | Percentage of assets, Fixed fees |
| David Matthew | Bruin Wealth Advisors | Woodland Hills | Not listed | Percentage of assets, Hourly |
| David Molano | Molano Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| Dean Parsons | Global Diversified Investments | Yucaipa | Not listed | Percentage of assets, Hourly |
| Delaney King | No-Load Asset Management | Carmel | Not listed | Percentage of assets, Hourly |
| Easan Arulanantham | Retirement Capital Strategies | San Jose | Not listed | Percentage of assets, Hourly |
| Easton Miller | Miller Financial Services | San Juan Capistrano | Not listed | Percentage of assets |
| Elena Dunn | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Eric Henrickson | Solomon and Associates | Irvine | Not listed | Percentage of assets, Hourly |
| Eric Hickok | Hickok Advisory | Campbell | Not listed | Percentage of assets, Hourly |
| Eric Simms | Gradient Capital Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Faisal Shujayee | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Fatemeh Ashouri | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Fiel Barrow | Alpha & Omega | La Mesa | Not listed | Percentage of assets, Hourly |
| Francisco Gonzales | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Frank Sciotto | Integrated Capital Management | Carson | Not listed | Percentage of assets, Hourly |
| Fred Rudd | Financial Strategies | Nevada City | Not listed | Percentage of assets |
| Gail Gonzales | Financial Equations Advisors | Corona | Not listed | Percentage of assets, Fixed fees |
| Gardner Osborne | Osborne Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Gary Hitzler | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Gerald Fegler | Contango Wealth Management | Oakland | Not listed | Percentage of assets, Hourly |
| Glen Davenport | Davenport Wealth Advisors | Castro Valley | Not listed | Percentage of assets, Fixed fees |
| Glenn Andrade | AFS Investments | Turlock | Not listed | Percentage of assets, Hourly |
| Grant Colin | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |