| Long Nguyen | Sigma3capital | San Jose | Not listed | Percentage of assets, Hourly |
| Lori Day | Integrity Financial Advisors | Simi Valley | Not listed | Percentage of assets |
| Lucas Poteet | Monarch Wealth Strategies | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Lucian Lobelkarimi | Luke Capital | Palm Springs | Not listed | Percentage of assets |
| Luis Razo | Guiding Wealth Management | San Bernardino | Not listed | Percentage of assets, Hourly |
| Luis Salas Ruiz | First Financial Consulting | Pasadena | Not listed | Percentage of assets, Hourly |
| Lyudmila Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Marcel Doumerc | Eden Financial | Aliso Viejo | Not listed | Percentage of assets, Hourly |
| Marcos Alvaro | Harbor Hills Financial Advisors | Montecito | Not listed | Percentage of assets, Hourly |
| Marcus Brutoco | Fortuna Investors | Dana Point | Not listed | Percentage of assets, Hourly |
| Marcus Harding | Stillwater Investing | Sunnyvale | Not listed | Percentage of assets, Hourly |
| Marian Wellman | International Asset Management | San Mateo | Not listed | Percentage of assets, Fixed fees |
| Marjan Soleimanieh | Marin Wealth Advisors | Novato | Not listed | Percentage of assets, Fixed fees |
| Mark Bonds | Crystal Cove Asset Management | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Mark Dyer | Mechfi | Sacramento | Not listed | Percentage of assets, Fixed fees |
| Mark Harris | Mark Harris Services | Cameron Park | Not listed | Percentage of assets, Hourly |
| Mark Huffman | Mark C. Huffman, Cpa/ria | San Diego | Not listed | Percentage of assets |
| Mark Zielinski | Fiduciary Architects | Newport Beach | Not listed | Percentage of assets, Hourly |
| Martin Johnson | 361 Financial Planning | Walnut Creek | Not listed | Percentage of assets |
| Martin Rosenzveig | Martin W. Rosenzveig & | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Matt Stadelman | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| Matthew Burnias | MB Blue GP | Santa Monica | Not listed | Percentage of assets |
| Matthew King | No-Load Asset Management | Carmel | Not listed | Percentage of assets, Hourly |
| Matthew Theal | Evermont Wealth | Claremont | Not listed | Percentage of assets, Hourly |
| Matthew Warner | Peak Financial Planning | Canoga Park | Not listed | Percentage of assets, Fixed fees |
| Maxwell Madson | Madson Wealth Advisors | Santa Rosa | Not listed | Percentage of assets, Hourly |
| Megan Morrice | HIP Investor | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Mercy Tanudjojo | Fullguards Financial | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Michael Bergines | Prospero Wealth | San Jose | Not listed | Percentage of assets, Hourly |
| Michael Burke | AMB Financial | Temecula | Not listed | Hourly, Fixed fees |
| Michael Carmo | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Michael Ching | Nardene Wealth Management | Brentwood | Not listed | Percentage of assets, Hourly |
| Michael McCall | Michael J.D. Mccall | Bear Valley Springs | Not listed | Percentage of assets |
| Michael McCoy | Arden Wealth Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Michael Partlow | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| Michael Riolo | Mountain Vista Wealth Management | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Michael Starr | Stellar Financial Planning | Fremont | Not listed | Percentage of assets, Hourly |
| Michele Sine | Impactadvisor | Sf | Not listed | Percentage of assets, Hourly |
| Micki Hicks | The Leonard Financial Group | Riverside | Not listed | Percentage of assets, Hourly |
| Monique San Miguel Lopez | SAS Financial Advisors, LLC. | San Francisco | Not listed | Percentage of assets, Hourly |
| Nancy Challenger | Challenger Wealth Management | Aliso Viejo | Not listed | Percentage of assets, Hourly |
| Nathan Torinus | TOR Wealth Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Navy Klomsue | Financial Equations Advisors | Corona | Not listed | Percentage of assets, Fixed fees |
| Neil Janis | Janis Financial | Oxnard | Not listed | Percentage of assets, Hourly |
| Neil Mason | Eden Financial | Newport Beach | Not listed | Percentage of assets, Hourly |
| Neville Richardson | Alpha Private Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nga Ho | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Nicholas Hiebert | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Nicholas Pardini | Spearhead Advisors | Newport Beach | Not listed | Percentage of assets |
| Nicholas Raffin | The Raffin Group | Los Altos Hills | Not listed | Percentage of assets, Hourly |