| Connor MacKenzie | Financial Alternatives | La Jolla | Not listed | Percentage of assets, Hourly |
| Consuelo Webb | Mari Legacy Group | Calabasas | Not listed | Percentage of assets, Hourly |
| Corey Johnson | Shorebird | Newport Beach | Not listed | Percentage of assets, Hourly |
| Corrine Fields | Willow Creek Financial | San Diego | Not listed | Percentage of assets, Hourly |
| Cory Reader | Brogan Asset Management | Blythe | Not listed | Percentage of assets, Hourly |
| Craig Morse | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Crystal Lary | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Dana Franco-Young | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Dana Morgera | Bull Oak Capital | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |
| Daniel Carmo | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Daniel Copenhagen | Continuum Advisory | Pleasanton | Not listed | Percentage of assets, Hourly |
| Daniel Fedder | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Danny Seth | Capital Fluency | Irvine | Not listed | Percentage of assets, Hourly |
| Darren Moss | D. Moss Wealth Management | West Hollywood | Not listed | Percentage of assets, Fixed fees |
| Darren Pollock | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| David Jacobs | Navalign | Encino | Not listed | Percentage of assets, Hourly |
| David Leonhart | Team Wealth & Tax Advisors | Temecula | Not listed | Percentage of assets, Fixed fees |
| David Matthew | Bruin Wealth Advisors | Woodland Hills | Not listed | Percentage of assets, Hourly |
| David Molano | Molano Wealth Management | Visalia | Not listed | Percentage of assets, Hourly |
| David Naylor | Soundhaven Capital Management | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Dean Parsons | Global Diversified Investments | Yucaipa | Not listed | Percentage of assets, Hourly |
| Denise Farkas | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Diane Vanaman | Prism Advisors | Studio City | Not listed | Percentage of assets, Hourly |
| Douglas Dial | Capital Partners Investment Group | Altadena | Not listed | Percentage of assets, Hourly |
| Douglas Jankowski | RS Crum | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Easan Arulanantham | Retirement Capital Strategies | San Jose | Not listed | Percentage of assets, Hourly |
| Edward Berry | Greenshields Capital | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Eldridge Gray | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Elean Mendoza | Paragon Financial Partners | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Elena Dunn | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Brunson | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Gibson | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Eric Henrickson | Solomon and Associates | Irvine | Not listed | Percentage of assets, Hourly |
| Eric Hickok | Hickok Advisory | Campbell | Not listed | Percentage of assets, Hourly |
| Eric Simms | Gradient Capital Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Eric Thurber | Three Bridge Wealth Advisors | Los Altos | Not listed | Percentage of assets, Hourly |
| Evan Epstein | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Evan Salke | Alpine Peaks Consulting | Alpine Meadows | Not listed | Hourly, Fixed fees |
| Faisal Shujayee | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |
| Fiel Barrow | Alpha & Omega | La Mesa | Not listed | Percentage of assets, Hourly |
| Francisco Gonzales | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Francois Viljoen | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Francoise Crandell | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Frank Bruno | Money Intelligence | Santa Clara | Not listed | Percentage of assets, Hourly |
| Frank Sciotto | Integrated Capital Management | Carson | Not listed | Percentage of assets, Hourly |
| Gabriel Burczyk | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Gahng Choi | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Gail Gonzales | Financial Equations Advisors | Corona | Not listed | Percentage of assets, Fixed fees |
| Gardner Osborne | Osborne Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Gary Hitzler | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |