| David Kim | Vision Capital Investment Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Harry Oxley | Double Bay Management & Planning | San Francisco | CFA | Percentage of assets, Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Albert Gutierrez | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Jason Rodnick | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Melissa Jones | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Christopher Low | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Giani Kurniawan | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Gregory Patterson | The Advisory Group of San Francisco | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Josh Schein | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Michael Russo | Argos Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Valerija Martinovic | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Charles Else | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Leslie Krampert | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Russell Silvestri | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |
| Whitney Johnson | Baseline Investments | San Francisco | Not listed | Percentage of assets |
| Alexander Flagg | Sentry Advisors | San Francisco | CFP | Percentage of assets |
| Amanda Bearden | Financial ZEN | San Francisco | CFP | Percentage of assets, Fixed fees |
| Arrington Rhett | Asset Dedication | San Francisco | CFP, ChFC | Percentage of assets |
| Brian Duvall | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Elizabeth Prindle | SAS Financial Advisors, LLC. | San Francisco | CFP | Percentage of assets, Hourly |
| Emily Duran | Seven Post Investment Office | San Francisco | CFP | Percentage of assets, Fixed fees |
| Eric Allbin | Seven Post Investment Office | San Francisco | CFP | Percentage of assets, Fixed fees |
| Ian McLeod | Sustainable Advisors Alliance | San Francisco | CFP | Percentage of assets, Hourly |
| Kelly Jennings | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Khoi Nguyen | Wata Capital | San Francisco | CFP, CFA | Percentage of assets, Fixed fees |
| Kristi Tidwell | Asset Dedication | San Francisco | CFP | Percentage of assets |
| Michael Biggica | Pixel Financial Planning | San Francisco | CFP | Percentage of assets, Hourly |
| Ryan Cole | Citrine Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Samuel Buchanan | Asset Dedication | San Francisco | CFP | Percentage of assets |