| Daniel Pichardo | Bridge Capital Consulting | Newport Beach | CFP | Percentage of assets, Hourly |
| Daniel Sexton | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| David Jones | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| David Wagner | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Eric Papa | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Jeffrey Kaylor | Noble Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Jon Theriault | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Kevin Weaver | Sidoxia Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Lawrence Rutherford | Yosemite Capital Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Mark Rylance | RS Crum | Newport Beach | CFP | Percentage of assets, Fixed fees |
| Troy Brown | Tidecrest Wealth Management | Newport Beach | CFP | Percentage of assets, Hourly |
| Wade Slome | Sidoxia Capital Management | Newport Beach | CFP, CFA | Percentage of assets, Hourly |
| Keith Bong | Sidoxia Capital Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Amy Zwaan | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Benjamin Beckstead | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Butch Safyurtlu | Blue Chip Financial Advisors | Newport Beach | Not listed | Percentage of assets, Hourly |
| Corey Johnson | Shorebird | Newport Beach | Not listed | Percentage of assets, Hourly |
| David Dardashti | Spearhead Advisors | Newport Beach | Not listed | Percentage of assets |
| Douglas Jankowski | RS Crum | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Evelyn Foo | Kingsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Jason Hathaway | Legacy Wealth Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jason Prattes | Prattes Wealth Partners | Newport Beach | Not listed | Percentage of assets, Hourly |
| Joseph Kogon | Parkwood Capital Management | Newport Beach | Not listed | Percentage of assets |
| Mark Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Mark Bonds | Crystal Cove Asset Management | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Mark Zielinski | Fiduciary Architects | Newport Beach | Not listed | Percentage of assets, Hourly |
| Michael Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Michael Immerman | Kingsbridge Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Neil Mason | Eden Financial | Newport Beach | Not listed | Percentage of assets, Hourly |
| Nicholas Pardini | Spearhead Advisors | Newport Beach | Not listed | Percentage of assets |
| Ronald Hudspeth | Yosemite Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan McKee | Catalyst Wealth Advisors | Newport Beach | Not listed | Percentage of assets |
| Samantha Dalby | Spearhead Advisors | Newport Beach | Not listed | Percentage of assets |
| Stephen Banta | Banta Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Trent Kolden | Tidecrest Wealth Management | Newport Beach | Not listed | Percentage of assets, Hourly |