| John Gloor | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| John Kerns | Meridian Investment Counsel | Lafayette | Not listed | Percentage of assets, Hourly |
| John Malaney | Engineering Financial Independence | Poway | Not listed | Percentage of assets, Hourly |
| John Marty | RB Capital Management | Burlingame | Not listed | Percentage of assets, Hourly |
| John Phelan | Harrison Lazarus Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Jon Dennis | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jon Gross | Orderly Finance | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Jonpaul Ursick | Scsc Advisors | Rancho Santa Fe | Not listed | Percentage of assets, Fixed fees |
| Joo Hong Kim | Solomon Investment Consulting | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joseph Belli | Impactadvisor | Sf | Not listed | Percentage of assets, Hourly |
| Joseph McGinley | Ellis Investment Partners | San Jose | Not listed | Percentage of assets, Hourly |
| Joseph Oryang | Creative Capital Management Investments | San Diego | Not listed | Percentage of assets, Hourly |
| Joseph Szal | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Joshua Axel | KTF Investments | Seal Beach | Not listed | Percentage of assets, Fixed fees |
| Joshua Goldberg | Bruin Wealth Advisors | Woodland Hills | Not listed | Percentage of assets, Hourly |
| Joshua Winterswyk | Evermont Wealth | Claremont | Not listed | Percentage of assets, Hourly |
| Julian Scott | Wellacre Global Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Julianna Duckett | Duckett Wealth Management | Irvine | Not listed | Percentage of assets, Fixed fees |
| Junmin Chang | Cannon Beach Financial Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Justin Brooks | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Justin Van Orden | Prism Advisors | Studio City | Not listed | Percentage of assets, Hourly |
| Kai Kramer | Platt Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Kaine Nicholas | Shifting the Culture Wealth Partners | San Pedro | Not listed | Percentage of assets, Fixed fees |
| Kana Liu | Sky Vision Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kara Boccella | Serenus Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Karmjit Bath | Three Oaks Wealth | Turlock | Not listed | Percentage of assets, Hourly |
| Kay Oh | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Kelli Cox | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Kelly Jones | Kelly Jones Investment Services | San Rafael | Not listed | Percentage of assets, Hourly |
| Kelsey Ellis | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Kennedy Reardon | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Kerrie Doughty-Lloyd | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Kristine Wallington | The Wealth Collaborative | Corona Del Mar | Not listed | Percentage of assets, Fixed fees |
| Kyla Orr | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Kyla SyCip | Griffin Black | Redwood City | Not listed | Percentage of assets, Hourly |
| Kyle de Paolo | Depaolo & MAY Strategic Wealth | Ladera Ranch | Not listed | Percentage of assets, Hourly |
| Laura Ponticello | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Laura Thomas | International Asset Management | Menlo Park | Not listed | Percentage of assets, Fixed fees |
| Laurel Jones | Cedar Wealth Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Leigh Beaman | Wheels UP Wealth | Benicia | Not listed | Percentage of assets, Hourly |
| Leo Freeman | Obran Capital Advisors | Lincoln | Not listed | Percentage of assets, Hourly |
| Leo Martinez | Epsilon Financial Group | Fairfield | Not listed | Percentage of assets, Hourly |
| Lester Antman | Simplyrich | Carlsbad | Not listed | Percentage of assets, Fixed fees |
| Liza dela Cruz | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Lizanina Lucero | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Long Nguyen | Sigma3capital | San Jose | Not listed | Percentage of assets, Hourly |
| Loren Kinczel | Cultivate Financial Group | Los Gatos | Not listed | Percentage of assets, Fixed fees |
| Luis Razo | Guiding Wealth Management | San Bernardino | Not listed | Percentage of assets, Hourly |
| Luke Thatcher | Keystone Private Wealth | Palm Desert | Not listed | Percentage of assets, Hourly |
| Lyudmila Ter-Avanesyan | Grant Private Wealth Management | Pleasanton | Not listed | Percentage of assets, Hourly |