| Andrew Kirchner | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| B. Brose | Integrity Wealth Partners | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Erol Gokbora | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Samara Hanson Velloo | Elevation Wealth Partners | Walnut Creek | Not listed | Percentage of assets |
| Stuart Park | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Caedmon Bear | On the Trail Financial Planning | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Ryan Wells | PathWise | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Gregory Vogel | GKV Capital | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Ann Fleming | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Frank Gavidia | Globe & Anchor Wealth Management & Financial Planning | Walnut Creek | CFP | Percentage of assets, Hourly |
| John Knolle | Saranap Wealth Advisors | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Karen Medford | Fleming Financial Advising | Walnut Creek | CFP | Percentage of assets, Hourly |
| Joseph Curtis | Resolve Financial | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Timothy Menez | Capital Management Advisor Group | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Vittorio Fratta | Cedar Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Alexander Page | Page Capital Private Wealth Management | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Corey Casilio | Casilio Leitch Investments | Walnut Creek | Not listed | Percentage of assets |
| Jon Gross | Orderly Finance | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Martin Johnson | 361 Financial Planning | Walnut Creek | Not listed | Percentage of assets |
| Robert Dawson | Dawson Investment Management | Walnut Creek | Not listed | Percentage of assets, Hourly |
| William Leitch | Casilio Leitch Investments | Walnut Creek | Not listed | Percentage of assets |