| Nicholas Winstead | Changing Parameters | Los Altos | Not listed | Percentage of assets |
| Nickie Dally | Blueprint Investments and Tax Planning | Elk Grove | Not listed | Percentage of assets |
| Nicole Allen | Monarch Wealth Strategies | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Nirav Desai | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Olga Mavrody | Olma Advisors | Los Gatos | Not listed | Percentage of assets, Hourly |
| Omar Nasir | Pierpont Investment Group | Ontario | Not listed | Percentage of assets |
| Paolo Bernardi | Paolo Bernardi Advisor | Sausalito | Not listed | Percentage of assets, Hourly |
| Patrick Fischer | Coastwise Capital Group | La Jolla | Not listed | Percentage of assets, Hourly |
| Patrick McIlrath | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Paul Davis | Parkshore Wealth Management | Granite Bay | Not listed | Percentage of assets, Hourly |
| Paul Fritch | Paul Edward Fritch CPA | Granada Hills | Not listed | Percentage of assets, Hourly |
| Peter Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Pezhman Amini | Integ Financial Investment Advisory | Irvine | Not listed | Percentage of assets, Fixed fees |
| Pierre Gendreau | Capo Creek Financial Solutions | San Clemente | Not listed | Percentage of assets |
| Raul Leon | Blueprint Investments and Tax Planning | Hayward | Not listed | Percentage of assets |
| Richard Vertucci | Salient Wealth Planning | Encinitas | Not listed | Percentage of assets, Fixed fees |
| Robert Brooks | The Financial Group | Diamond Bar | Not listed | Percentage of assets, Hourly |
| Robert Dawson | Dawson Investment Management | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Robert Hunter | Marin Wealth Advisors | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Robert Kargenian | Tabr Capital Management | Orange | Not listed | Percentage of assets, Fixed fees |
| Robert Knight | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Robert Trieu | Hickok Advisory | Campbell | Not listed | Percentage of assets, Hourly |
| Rodney Roque | RR Financial Management | Fresno | Not listed | Percentage of assets, Hourly |
| Ronald Hudspeth | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ronald Weintraub | Fortitude Advisory Group | Kentfield | Not listed | Percentage of assets, Hourly |
| Ross Herman | HIP Investor | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Rostic Carapetian | Covexic | Glendale | Not listed | Percentage of assets, Fixed fees |
| Roxanne Desouza | Seawise Financial | Cardiff By The Sea | Not listed | Percentage of assets, Hourly |
| Roy Emanuel | Dauntless Advisory | Torrance | Not listed | Percentage of assets |
| Ryan Demartini | JC Financial Services | Loomis | Not listed | Percentage of assets, Fixed fees |
| Samantha Dalby | Spearhead Advisors | Newport Beach | Not listed | Percentage of assets |
| Sarah Anderson | SLO Money Managers | Atascadero | Not listed | Percentage of assets, Hourly |
| Sarah Gatens | Gatens Financial | Los Angeles | Not listed | Percentage of assets, Hourly |
| Scott Kyle | Coastwise Capital Group | La Jolla | Not listed | Percentage of assets, Hourly |
| Sean Sottile | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Shane Clark | International Asset Management | San Mateo | Not listed | Percentage of assets, Fixed fees |
| Shannon Druivenga | Planned Solutions | Folsom | Not listed | Percentage of assets, Hourly |
| Shayan Lankarani | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Spencer Maccuish | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Stephen Gilbreth | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Stephen Huxley | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| Stephen Johns | Martin & Company | Valencia | Not listed | Percentage of assets, Hourly |
| Steve Trinh | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| Steven Roy | Cambyses Financial Advisors | North Hollywood | Not listed | Percentage of assets |
| Steven Sturner | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Sulaiman Parwiz | Golden Lion Wealth Management | Concord | Not listed | Percentage of assets, Fixed fees |
| Suresh Donthineni | Olympia Wealth Management | Lafayette | Not listed | Percentage of assets, Hourly |
| Suzanne Cox | Betterwealth | San Jose | Not listed | Percentage of assets |
| Suzy Hong | Wealthboost Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Szu-Han Wang | Equita Financial Network | Saratoga | Not listed | Percentage of assets, Hourly |