| Ray Meadows | Berkeley Investment Advisors | Santa Rosa | CFA | Percentage of assets, Hourly |
| Robert Brown | The R.L. Brown Advisory Group | Pleasanton | CFA | Percentage of assets, Fixed fees |
| Robert Horowitz | Robert Horowitz Wealth Management | Mill Valley | CFA | Percentage of assets, Hourly |
| Robert Smith | Mark Smith Financial Services | Thousand Oaks | PFS | Percentage of assets, Hourly |
| Russell Murdock | Eclectic Associates | Huntington Beach | CFA | Percentage of assets, Hourly |
| Sathish Veeraraghavan | First Principles Investment Management | Los Gatos | CFA | Percentage of assets, Fixed fees |
| Stephanie Bucko | Mana Financial Life Design | Glendale | CFA | Percentage of assets, Hourly |
| Timothy Menez | Capital Management Advisor Group | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Vittorio Fratta | Cedar Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| William Torres | Cerda Munoz Advisors | Cerritos | PFS | Percentage of assets, Hourly |
| Yvonne Madson | Madson Wealth Advisors | Santa Rosa | ChFC | Percentage of assets, Hourly |
| Aaron Shuchatowitz | Shucha Wealth Management | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Adam Anschultz | Kanan Advisors | Malibu | Not listed | Percentage of assets, Hourly |
| Adam Soroko | Mertz Capital | Studio City | Not listed | Percentage of assets, Hourly |
| Alex Chalekian | Lake Avenue Financial | Pasadena | Not listed | Percentage of assets, Hourly |
| Alex Kiley | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Alex Owens | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Alex Sander Martins Alexandre | Aalexander | Laguna Niguel | Not listed | Percentage of assets, Hourly |
| Alexander Anderson | Heyman Wealth Management | Encino | Not listed | Percentage of assets, Hourly |
| Alexander Page | Page Capital Private Wealth Management | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Alexander Schilling | Union Square Global Wealth Management | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Alexandra Long | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Ali Bastani | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Allen Drake | Royale Investment Advisor | Lake Mathews | Not listed | Percentage of assets, Hourly |
| Allen Mellow | KTF Investments | Seal Beach | Not listed | Percentage of assets, Fixed fees |
| Amanda Leger | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amber Woods | Lula Financial | Oakland | Not listed | Subscription, Fixed fees |
| Amie Shapiro | Lula Financial | Oakland | Not listed | Subscription, Fixed fees |
| Amy Zwaan | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Andrew Brinkman | Stableford Capital | Mill Valley | Not listed | Percentage of assets, Hourly |
| Andrew Brooks | Village Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Hourly |
| Andrew Fuller | Beverly Hills Private Wealth | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andrew Price | Hillcrest Financial Group | Thousand Oaks | Not listed | Percentage of assets, Fixed fees |
| Andrew Ryan | AWR Investment Management | San Anselmo | Not listed | Percentage of assets, Fixed fees |
| Angel Valencia | Portfolio Advisors | Fresno | Not listed | Percentage of assets, Hourly |
| Anna Bogorodchenko | Hillcrest Financial Group | Thousand Oaks | Not listed | Percentage of assets, Fixed fees |
| Anne Page | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Annelizabeth Rogers | Azimuth Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Anthony Herreres | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Anthony Montenegro | The Blackmont Group | Fullerton | Not listed | Percentage of assets, Hourly |
| Arthur Askil | Titan Capital Management | Turlock | Not listed | Percentage of assets, Fixed fees |
| Aryan Golzar Shabestary | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| Ashley Monk | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ashley Souza | The Pacific Center for Financial Services | Danville | Not listed | Percentage of assets, Hourly |
| Athanasios Preovolos | Alpha & Omega | La Mesa | Not listed | Percentage of assets, Hourly |
| Aydin Pro | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Barbara Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Barry Craine | Black Card Circle | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Barry Kilzer | Kilzer Wealth Management | Carmel | Not listed | Percentage of assets, Hourly |
| Barry Waits | Waits Investments | Carlsbad | Not listed | Percentage of assets, Hourly |