| Meghan Hyland | WESTHILL Financial Advisors | San Rafael | Not listed | Percentage of assets, Hourly |
| Michael Redlick | Investment Growth Management | Clayton | Not listed | Percentage of assets, Hourly |
| Michael Russo | Argos Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Nuthira Neal | NNInvestmentAdvisory | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Palmer Mahoney | Weaver Consulting Group | Huntington Beach | Not listed | Percentage of assets, Fixed fees |
| Paul Kramer | Miles Brown Asset Management | Santa Rosa | Not listed | Percentage of assets, Hourly |
| Robert Jones | Victus Capital Wealth | Santa Monica | Not listed | Percentage of assets, Hourly |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Ryan Wells | PathWise | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Sampurna Khasnabis | moneydoula | Berkeley | Not listed | Percentage of assets, Hourly |
| Samuel Mitsui-Reyes | Wealth Architects | Mountain View | Not listed | Percentage of assets, Hourly |
| Sandra Swanson | Potentia Wealth | San Jose | Not listed | Percentage of assets, Fixed fees |
| Scott Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| Shannon Webb | Webb Financial Group | Mission Viejo | Not listed | Percentage of assets, Fixed fees |
| Steven Schoenfeld | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Tan Khoa Ngo | Mentor Financial Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Tyler Sanchez | The Rice Partnership | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Wesley Melbrod | Melbrod Wealth Management | San Diego | Not listed | Ongoing planning fee |
| William Fung | CA Investment Advisers | Cupertino | Not listed | Percentage of assets |
| Adam Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Alexandra Markulis | The Wealth Collaborative | Santa Monica | Not listed | Percentage of assets, Hourly |
| Andrew Edstrom | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Angela Gomez Guerrero | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Annmarie Rizzo | Plectrum Advisers | Altadena | Not listed | Percentage of assets, Hourly |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ara Gasparian | WESCAP Group | Glendale | Not listed | Percentage of assets, Hourly |
| Austin Link | GKV Capital | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Benjamin Anderson | WealthGuard Advisors | Placerville | Not listed | Percentage of assets, Hourly |
| Benjamin Johnson | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |
| Brendon Kempin | Cynosure Portfolio Advisors | Sunnyvale | Not listed | Percentage of assets, Hourly |
| Brent Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Brian Belcastro | The $ Coach | El Dorado Hills | Not listed | Percentage of assets, Hourly |
| Brian Johnson | DLK Investment Management | Solana Beach | Not listed | Percentage of assets, Hourly |
| Brian Lloyd | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Chase Wilsey | Wilsey Asset Management | San Diego | Not listed | Percentage of assets |
| Christen Sando | Columbia Asset Management | San Jose | Not listed | Percentage of assets |
| Christopher Morgan | Ark Wealth Advisors | Yorba Linda | Not listed | Percentage of assets, Hourly |
| Christopher Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Claire Cheng | ValueTech Private Advisors | Pomona | Not listed | Percentage of assets, Hourly |
| Craig Schmitt | Painted Porch Advisors | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Daniel Hennig | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| David Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Deidre Mraz | Mraz and Associates | Modesto | Not listed | Percentage of assets, Hourly |
| Eddie Larios Gonzalez | Fiduciary Experts | Murrieta | Not listed | Percentage of assets, Hourly |