| Gregory Ashcraft | R & R Financial | Temecula | Not listed | Percentage of assets, Fixed fees |
| Gregory Crawford | Crawford Financial Planning & Consulting | Modesto | Not listed | Percentage of assets, Hourly |
| Harrison Lazarus, Jr. | Harrison Lazarus Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Howard Smith | Changing Parameters | Los Altos | Not listed | Percentage of assets |
| Hugo Gutierrez Mozqueda | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Hugo Lopez | Lighthouse Advisory Services | San Diego | Not listed | Percentage of assets, Hourly |
| Ida Jardines | Martin & Company | Valencia | Not listed | Percentage of assets, Hourly |
| Igor Mokhov | CIF Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Irene Timmons | Monarch Wealth Strategies | Santa Maria | Not listed | Percentage of assets, Hourly |
| Jackson Steuber | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Jacques Soenens | Great Gable Wealth Management | San Francisco | Not listed | Percentage of assets |
| James Bowler | Colsara National Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| James Eckley | Hardworking Capital Advisors | Oxnard | Not listed | Percentage of assets, Hourly |
| James Hickman | Oakleaf Asset Advisors | Paso Robles | Not listed | Percentage of assets, Hourly |
| James Koch | Koch Capital Management | Alamo | Not listed | Percentage of assets, Fixed fees |
| James McClure | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James Patterson | Premier Financial Planning | Valley Center | Not listed | Percentage of assets, Hourly |
| James Payne | Molano Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| Jamshid Kekobad | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jason Richter | Rylander Richter | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Jason Romero | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| Jeffrey Garagliano | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Jeffrey Karst | Pathways Advisory Group | Fresno | Not listed | Percentage of assets, Hourly |
| Jennifer Mulder | Pathway Financial Services | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jeremy Lindsey | Clarity Advisors Group | Redlands | Not listed | Percentage of assets, Fixed fees |
| Jin Vieth | Organik Capital | South Pasadena | Not listed | Percentage of assets, Performance-based fees |
| John Burns | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| John Callagy | Asage Financial | Lafayette | Not listed | Percentage of assets, Hourly |
| John Griesinger | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| John Malaney | Engineering Financial Independence | Poway | Not listed | Percentage of assets, Hourly |
| John Masegian | Pruneyard Financial Group | Cupertino | Not listed | Percentage of assets |
| John O'Connor | O'connor Wealth Management | Monrovia | Not listed | Percentage of assets |
| John Phelan | Harrison Lazarus Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Joseph Belli | Impactadvisor | Sf | Not listed | Percentage of assets, Hourly |
| Joseph Kogon | Parkwood Capital Management | Newport Beach | Not listed | Percentage of assets |
| Joseph Szal | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Goldberg | Bruin Wealth Advisors | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Joshua Winterswyk | Evermont Wealth | Claremont | Not listed | Percentage of assets, Hourly |
| Julian Scott | Wellacre Global Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Julianna Duckett | Duckett Wealth Management | Irvine | Not listed | Percentage of assets, Fixed fees |
| Junmin Chang | Cannon Beach Financial Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Jyoti Marshall | The William Allan | Oak Park | Not listed | Percentage of assets, Hourly |
| Kaine Nicholas | Shifting the Culture Wealth Partners | San Pedro | Not listed | Percentage of assets, Fixed fees |
| Karmjit Bath | Three Oaks Wealth | Turlock | Not listed | Percentage of assets, Hourly |
| Kyle de Paolo | Depaolo & MAY Strategic Wealth | Ladera Ranch | Not listed | Percentage of assets, Hourly |
| Laura Thomas | International Asset Management | Menlo Park | Not listed | Percentage of assets, Fixed fees |
| Laurie Itkin | Coastwise Capital Group | La Jolla | Not listed | Percentage of assets, Hourly |
| Leigh Beaman | Wheels UP Wealth | Benicia | Not listed | Percentage of assets, Hourly |
| Liam Apple | Apple & Associates | Grass Valley | Not listed | Percentage of assets, Hourly |
| Liza dela Cruz | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |