| Benjamin Beckstead | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Benjamin Packard | Lula Financial | Oakland | Not listed | Subscription, Fixed fees |
| Benjamin Reynoso | FCG Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| Bethany Ely | Three Oaks Wealth | Gold River | Not listed | Percentage of assets, Hourly |
| Bing Cao | Sky Vision Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Brad Cotner | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Brady Bishop | Waits Investments | Carlsbad | Not listed | Percentage of assets, Hourly |
| Brandon Rosi | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Brant Griffin | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| Brendan Fraleigh | Moment Private Wealth | Clayton | Not listed | Percentage of assets, Fixed fees |
| Brenna Cancilla | Mission Street Wealth Planning | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Brent Greenshields | Greenshields Capital | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Brent Lowe | Granite Wealth Advisors | Temecula | Not listed | Percentage of assets, Fixed fees |
| Brent Mick | Strategic Retirement Advisors | Elk Grove | Not listed | Percentage of assets, Hourly |
| Brent Pasqua | Evermont Wealth | Claremont | Not listed | Percentage of assets, Hourly |
| Brian Acard | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Kavanaugh | Archvest Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Brian Lee | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Martin | Martin & Company | Valencia | Not listed | Percentage of assets, Hourly |
| Brian Owen | Team Wealth & Tax Advisors | Temecula | Not listed | Percentage of assets, Fixed fees |
| Bridget Quijada | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Brooke Boyd | Mdrn Wealth | Venice | Not listed | Percentage of assets, Hourly |
| Bruce Bligh | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Bruce Leppla | Leppla Capital Management | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Bryan Duckett | Duckett Wealth Management | Irvine | Not listed | Percentage of assets, Fixed fees |
| Butch Safyurtlu | Blue Chip Financial Advisors | Newport Beach | Not listed | Percentage of assets, Hourly |
| Carl Carpenter | Beacon Financial Partners | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Carl Demartini | RB Capital Management | Laguna Woods | Not listed | Percentage of assets, Hourly |
| Carla Simpson | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Caroline Novak | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Cassidy Plair | Sustainable Advisors Alliance | Los Angeles | Not listed | Percentage of assets, Hourly |
| Catherine Siphron | Cheviot Value Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Chad Franck | The Pacific Center for Financial Services | Danville | Not listed | Percentage of assets, Hourly |
| Charles Carty | Carty Financial | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Charles Wyman | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Chris Varjabedian | Lake Avenue Financial | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Christopher Caruso | Veritas Wealth Partners | San Mateo | Not listed | Percentage of assets, Hourly |
| Christopher Diegelman | Diegelman Capital Advisors | Ventura | Not listed | Percentage of assets, Hourly |
| Christopher Fide | Integrated Planning & Investments | Clovis | Not listed | Percentage of assets, Fixed fees |
| Christopher Gallagher | Gallagher Wealth Management | Danville | Not listed | Percentage of assets, Hourly |
| Christopher Hurtado | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Christopher Randall | Axis Capital Management | Hermosa Beach | Not listed | Hourly, Fixed fees |
| Christopher Ridout | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Christopher Soukup | Lighthouse Financial Services | Brea | Not listed | Percentage of assets, Hourly |
| Christopher Young | Waterfront Advisors | Avalon | Not listed | Percentage of assets, Fixed fees |
| Christy Moore | Stewardship Wealth Management Solutions | Huntington Beach | Not listed | Percentage of assets, Hourly |
| Clifford Downie | Downie Financial Group | Mission Viejo | Not listed | Percentage of assets, Hourly |
| Cole Murphy | North Pier Fiduciary Management | Marina Del Rey | Not listed | Percentage of assets, Fixed fees |
| Colm Oboyle | O'boyle Wealth Management | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Connor Ludwig | Wealthetic | San Diego | Not listed | Percentage of assets, Hourly |