| Peter Reidenbach | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Peter Trinh | Wealth Architects | Mountain View | CFP | Percentage of assets, Hourly |
| Randall Zaharia | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Raymond Tan | California Financial Advisors | San Ramon | ChFC | Percentage of assets, Ongoing planning fee |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Robert Cardenas | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Robyn Clarke | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Roger Gewecke | Clifford Swan | Pasadena | CFA | Percentage of assets, Hourly |
| Romy Brown | Beta Wealth Group | San Diego | Not listed | Percentage of assets |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Samantha Keeler | WESTHILL Financial Advisors | San Rafael | CFP | Percentage of assets, Hourly |
| Samaya Patel | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Sarah Brandon | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Scott Bramwell | Eiger Wealth Management | San Diego | PFS | Percentage of assets, Fixed fees |
| Scott Puritz | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sean Mullaney | Mullaney Financial & Tax | Woodland Hills | Not listed | Flat fee or retainer, One-time planning fee |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Steven Wilkes | Hutchinson Capital Management | San Rafael | CFA | Percentage of assets, Hourly |
| Sunandan Clerk | Dhamma Capital | Walnut Creek | CFP, CFA | Percentage of assets, Hourly |
| Svetlana Kot | Rebalance | Palo Alto | Not listed | Percentage of assets |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Tracy Kuntz | Towneley Capital Management | Laguna Hills | CFP | Percentage of assets, Fixed fees |
| Trystan Cleaver | Seek First | Campbell | Not listed | Percentage of assets, Fixed fees |
| Tyler Scott | Wealth Architects | Mountain View | CFP, CFA | Percentage of assets, Hourly |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Aaron Agte | Graystone Advisor, LLC | Foster City | CFP | Fixed fees |
| Aaron Morris | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Aaron Ritter | Abundant Wealth Partners | Santa Barbara | CFP | Hourly, Ongoing planning fee |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Alan Goodstein | Goodstein Wealth Management LLC | Encino | CFP | Percentage of assets, Hourly |
| Alan Hewitt | Hewitt Wealth Management Inc. | Newbury Park | CFP, ChFC, EA | Fixed fees |
| Alexander Puziol | Manchester Capital Management | Montecito | Not listed | Percentage of assets, Fixed fees |
| Alychandra McFarlane | WealthFolio Advisors | Sonoma | Not listed | Percentage of assets, Hourly |
| Alyssa Crews | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Amanda Rocca | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Amy McGinnis | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrew Wong | FinCop Financial Planning | Dublin | Not listed | Hourly, Flat fee or retainer |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Anthony Reed | Millennium Investment Services | Van Nuys | CFP | Percentage of assets |
| Antoine Lena | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Arley Gonzalez | KOA Wealth Management | San Diego | CFP | Percentage of assets, Hourly |