| Wade Slome | Sidoxia Capital Management | Newport Beach | CFP, CFA | Percentage of assets, Hourly |
| Wende Headley | Quantum Financial Advisors | Pasadena | CFP | Percentage of assets, Hourly |
| William Symons | Eureka Financial Planners | Eureka | CFP | Percentage of assets, Hourly |
| Yves-Marc Courtines | Boundless Advice | Manhattan Beach | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Ziegler | Blankinship & Foster | Solana Beach | CFP | Percentage of assets, Hourly |
| Anthony Wan | Wealthboost Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Barbara Wright | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Benjamin Rones | R & R Financial | Temecula | CFA | Percentage of assets, Fixed fees |
| Brett Janis | Strong Bridge Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Brian Jacobs | Aptus Capital Advisors | Piedmont | CFA | Percentage of assets, Fixed fees |
| Charles Rogers | Azimuth Wealth Advisors | San Diego | ChFC | Percentage of assets, Hourly |
| Chitra Staley | TPW Finance | Mountain View | CFA | Fixed fees |
| Daniel Goldberg | Goldberg Financial Advisors | El Segundo | CFA | Percentage of assets, Hourly |
| Daniel Heyman | Heyman Wealth Management | Encino | PFS, CFA | Percentage of assets, Hourly |
| David Hart | Grant Private Wealth Management | Pleasanton | CFA | Percentage of assets, Hourly |
| David Smith | Redwood Park Advisors | Redwood City | CFA | Percentage of assets, Hourly |
| David Ward | Brookside Strategy and Consulting | Burbank | CFA | Percentage of assets, Fixed fees |
| Deborah Hurwicz | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Douglas Hutchinson | Assembly Wealth | Mill Valley | CFA | Percentage of assets, Hourly |
| Elizabeth Mihalka | Altamont Wealth Management | Livermore | CFA | Percentage of assets, Hourly |
| Eric Richards | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Eric Wheeler | First and Main Financial | Piedmont | CFA | Percentage of assets, Hourly |
| Evan Ke | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Francisco Lopez | Willow Creek Financial | San Diego | CFA | Percentage of assets, Hourly |
| Gary Pevey | AFS Investments | Turlock | ChFC | Percentage of assets, Hourly |
| Gregory Sommer | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Gregory Zedlar | California Capital Management | North Hollywood | ChFC | Percentage of assets, Hourly |
| Han Liu | Banyan Lake Capital | San Mateo | CFA | Percentage of assets, Hourly |
| Harris Holzberg | Holzberg Wealth Management | Corte Madera | ChFC | Percentage of assets, Hourly |
| Igor Lotsvin | Sage Rhino Capital | Menlo Park | CFA | Percentage of assets, Hourly |
| James Collins | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Jason Escamilla | Impactadvisor | Sf | CFA | Percentage of assets, Hourly |
| Jean-Luc Bourdon | Lucent Wealth Planning | Santa Barbara | PFS | Percentage of assets, Fixed fees |
| John Defonso | Aqua Capital Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Katherine Wimmer | Wimmer Associates | Pasadena | CIC | Percentage of assets, Hourly |
| Keith Bong | Sidoxia Capital Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Lisa Westermark | Beverly Hills Private Wealth | Beverly Hills | ChFC | Percentage of assets, Hourly |
| Marc Lieberman | Shorepine Wealth Management | Tiburon | CFA | Percentage of assets, Hourly |
| Maria Wells | Blankinship & Foster | Solana Beach | CFA | Percentage of assets, Hourly |
| Matthew Higbie | Birchwood Capital | Carlsbad | CFA | Hourly, Fixed fees |
| Matthew King | King Wealth Advisors | San Mateo | CFA | Percentage of assets, Hourly |
| Michael Leavy | Integris Wealth Management | Monterey | CFA | Percentage of assets, Hourly |
| Michael Verity | Lighthouse Financial Services | Brea | CFA | Percentage of assets, Hourly |
| Nancy Woodall | Meridian Investment Counsel | Lafayette | CFA, CIC | Percentage of assets, Hourly |
| Nick Nejad | Beverly Hills Private Wealth | Beverly Hills | CFA | Percentage of assets, Hourly |
| Patrick Tinucci | Raub Brock Capital Management | Larkspur | CFA | Percentage of assets, Hourly |
| Paul Rossi | Rossi Financial Group | El Dorado Hills | CFA | Percentage of assets, Fixed fees |
| Peter Heilbron | Trace Wealth Advisors | Los Angeles | CFA | Percentage of assets, Fixed fees |
| Puneet Sahi | Iron Horse Capital | Irvine | CFA | Percentage of assets, Hourly |
| Rafay Khalid | Solomon and Associates | Irvine | CFA | Percentage of assets, Hourly |