| Jonas Lee | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles | Not listed | Percentage of assets |
| Joo Hong Kim | Solomon Investment Consulting | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joseph Malhas | Private Financial Counseling | Los Angeles | Not listed | Percentage of assets |
| Kennedy Reardon | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Marc Ackerman | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Marco Mendoza | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Margy Lin | Halcyon Investment Advisor | Los Angeles | Not listed | Percentage of assets, Hourly |
| Michael Meylor | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Michael Setlich | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Nga Ho | Monarch Wealth Strategies | Los Angeles | Not listed | Percentage of assets, Hourly |
| Nhaman Pelphrey | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Paul Matheson | Cheviot Value Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Rex Jones | IFC Advisors | Los Angeles | Not listed | Percentage of assets, Fixed fees |
| Ronald Lederkramer | Ronald A. Lederkramer, CPA, CFP | Los Angeles | Not listed | Percentage of assets |
| Roque Wicker | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Samuel Landman | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sarah Gatens | Gatens Financial | Los Angeles | Not listed | Percentage of assets, Hourly |
| Shauket Sherali | Spondeo Capital | Los Angeles | Not listed | Percentage of assets |
| Stephen Scherer | Private Financial Counseling | Los Angeles | Not listed | Percentage of assets |
| Timothy Streufert | Private Financial Counseling | Los Angeles | Not listed | Percentage of assets |
| Turkessa Ferrer-Babich | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Wendy Atlin | Westside Financial Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Xi Zhang | Aligne Wealth Advisors Investment Management (awaim) | Los Angeles | Not listed | Percentage of assets |