| Anthony Wan | Wealthboost Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Barbara Wright | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Brett Janis | Strong Bridge Advisors | San Francisco | CFA | Percentage of assets, Hourly |
| Evan Ke | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| James Collins | VAN Strum & Towne | San Francisco | CFA | Percentage of assets, Fixed fees |
| Jeremy Fletcher | Asset Dedication | San Francisco | CFA | Percentage of assets |
| Alexander Schilling | Union Square Global Wealth Management | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ali Bastani | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Ashley Monk | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Acard | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Brian Lee | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Bruce Bligh | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Bruce Leppla | Leppla Capital Management | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Charles Wyman | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Christopher Hurtado | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Fedder | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Daniel Yeoman | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| Eldridge Gray | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Ly | Sentry Advisors | San Francisco | Not listed | Percentage of assets |
| Erik Midas | Midas Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Evan Epstein | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Gregory Powell | Sentry Advisors | San Francisco | Not listed | Percentage of assets |
| Harrison Lazarus, Jr. | Harrison Lazarus Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Jacques Soenens | Great Gable Wealth Management | San Francisco | Not listed | Percentage of assets |
| Jason Romero | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| John Burns | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| John Phelan | Harrison Lazarus Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Justin Brooks | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Kelsey Ellis | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Laurel Jones | Cedar Wealth Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Lizanina Lucero | Seven Post Investment Office | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Marte Werner | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Monique San Miguel Lopez | SAS Financial Advisors, LLC. | San Francisco | Not listed | Percentage of assets, Hourly |
| Nadim Nahas | NWK Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Neville Richardson | Alpha Private Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Raymond Navarro | Antigravity Investments | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Roshani Pandey | True Root Financial | San Francisco | Not listed | Percentage of assets, Hourly |
| Stephen Huxley | Asset Dedication | San Francisco | Not listed | Percentage of assets |
| Susanna Han | Sentry Advisors | San Francisco | Not listed | Percentage of assets |
| Suzy Hong | Wealthboost Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Todd Sixt | Strait & Sound | San Francisco | Not listed | Percentage of assets, Hourly |
| Troy Murphy | Black Diamond Financial | San Francisco | Not listed | Percentage of assets, Hourly |
| Vivian Fox | SAS Financial Advisors, LLC. | San Francisco | Not listed | Percentage of assets, Hourly |
| William Wong | Antigravity Investments | San Francisco | Not listed | Percentage of assets, Fixed fees |