| Nicholas Piccarreta | Index Fund Advisors | Irvine | CFP | Percentage of assets, Fixed fees |
| Patrick Chu | Marrick Wealth | Irvine | CFP | Percentage of assets, Hourly |
| Puneet Sahi | Iron Horse Capital | Irvine | CFA | Percentage of assets, Hourly |
| Rafay Khalid | Solomon and Associates | Irvine | CFA | Percentage of assets, Hourly |
| Anne Page | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Bridget Quijada | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Bryan Duckett | Duckett Wealth Management | Irvine | Not listed | Percentage of assets, Fixed fees |
| Daniel Carmo | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Danny Seth | Capital Fluency | Irvine | Not listed | Percentage of assets, Hourly |
| Elizabeth Brunson | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Eric Henrickson | Solomon and Associates | Irvine | Not listed | Percentage of assets, Hourly |
| Gary Hitzler | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Gordon Shuler | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Joseph Szal | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Julianna Duckett | Duckett Wealth Management | Irvine | Not listed | Percentage of assets, Fixed fees |
| Kana Liu | Sky Vision Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kerrie Doughty-Lloyd | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Mark Hebner | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Mary Brunson | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Michael Carmo | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Neal Rutter | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Pezhman Amini | Integ Financial Investment Advisory | Irvine | Not listed | Percentage of assets, Fixed fees |
| Shareen Balkey | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Stephen Gilbreth | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Steven Sturner | Tempus Wealth Planning | Irvine | Not listed | Percentage of assets, Hourly |
| Tracy Miu | Wealthspring | Irvine | Not listed | Percentage of assets, Hourly |
| Venkat Yarlagadda | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Wesley Long | Index Fund Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |