| Monique San Miguel Lopez | SAS Financial Advisors, LLC. | San Francisco | Not listed | Percentage of assets, Hourly |
| Monte Malhotra | Money Intelligence | Santa Clara | Not listed | Percentage of assets, Hourly |
| Nadim Nahas | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Nancy Challenger | Challenger Wealth Management | Aliso Viejo | Not listed | Percentage of assets, Hourly |
| Nathan Torinus | TOR Wealth Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Navy Klomsue | Financial Equations Advisors | Corona | Not listed | Percentage of assets, Fixed fees |
| Neal Rutter | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Neeka Miremadi | Attainable Wealth | West Hills | Not listed | Percentage of assets, Hourly |
| Neil Mason | Eden Financial | Newport Beach | Not listed | Percentage of assets, Hourly |
| Neville Richardson | Alpha Private Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nhaman Pelphrey | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Nicholas Goldthorpe | Assembly Wealth | Mill Valley | Not listed | Percentage of assets, Hourly |
| Nicholas Hiebert | Foundry Financial | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Nicole Glazer | Sage Rhino Capital | Menlo Park | Not listed | Percentage of assets, Hourly |
| Nirav Desai | Qubera Wealth Management | Pasadena | Not listed | Percentage of assets, Hourly |
| Olga Mavrody | Olma Advisors | Los Gatos | Not listed | Percentage of assets, Hourly |
| Orlan Larson | Larson, Orlan Blaine | Santa Clarita | Not listed | Percentage of assets, Hourly |
| Orlando Plascencia | Trinity Capital Management | Upland | Not listed | Percentage of assets, Hourly |
| Paolo Bernardi | Paolo Bernardi Advisor | Sausalito | Not listed | Percentage of assets, Hourly |
| Patricia Alexander | Mission Street Wealth Planning | Pasadena | Not listed | Percentage of assets, Fixed fees |
| Patrick McIlrath | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Paul Davis | Parkshore Wealth Management | Granite Bay | Not listed | Percentage of assets, Hourly |
| Paul Matheson | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Peter Crane | Crane Investments | Laguna Beach | Not listed | Percentage of assets, Hourly |
| Pezhman Amini | Integ Financial Investment Advisory | Irvine | Not listed | Percentage of assets, Fixed fees |
| Phoenix Arnold | Premier Financial Group | Eureka | Not listed | Percentage of assets, Fixed fees |
| Prabhu Mogulla | Peaceful Advisors | Tustin | Not listed | Percentage of assets, Fixed fees |
| Raymond Navarro | Antigravity Investments | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Rebecca Shaw | Serenus Wealth Advisors | Santa Monica | Not listed | Percentage of assets, Fixed fees |
| Rex Jones | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Richard Vertucci | Salient Wealth Planning | Encinitas | Not listed | Percentage of assets, Fixed fees |
| Robert Hood | Integris Wealth Management | Monterey | Not listed | Percentage of assets, Hourly |
| Robert Hunter | Marin Wealth Advisors | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Robert Jeppson | Jeppson Wealth Management | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Kargenian | Tabr Capital Management | Orange | Not listed | Percentage of assets, Fixed fees |
| Robert Knight | Alliance Advisory & Securities | Westlake Village | Not listed | Percentage of assets, Hourly |
| Robert McDaniel | Lighthouse Financial Services | Brea | Not listed | Percentage of assets, Hourly |
| Robert Trieu | Hickok Advisory | Campbell | Not listed | Percentage of assets, Hourly |
| Robin Deshayes | Miltonian Capital Management | Los Olivos | Not listed | Percentage of assets, Fixed fees |
| Robin Sun | Ellis Investment Partners | Westminster | Not listed | Percentage of assets, Hourly |
| Rodney Roque | RR Financial Management | Fresno | Not listed | Percentage of assets, Hourly |
| Ronald Hudspeth | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ronald Moore | Nine Pines Ventures | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Ronald Weintraub | Fortitude Advisory Group | Kentfield | Not listed | Percentage of assets, Hourly |
| Roque Wicker | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Roshani Pandey | True Root Financial | San Francisco | Not listed | Percentage of assets, Hourly |
| Rostic Carapetian | Covexic | Glendale | Not listed | Percentage of assets, Fixed fees |
| Ryan Balderian | Quantum Financial Advisors | El Segundo | Not listed | Percentage of assets, Hourly |
| Ryan Beckler | Verity Wealth Advisors | Sausalito | Not listed | Percentage of assets, Hourly |
| Ryan Demartini | JC Financial Services | Loomis | Not listed | Percentage of assets, Fixed fees |