| Tara Manista | Sachi Financial Planning | Newport Beach | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brent Woolsey | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Jeffrey Wu | Red Crane Wealth | Palo Alto | CFP | Percentage of assets, Hourly |
| Joseph Eschleman | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Manuel Apolonio | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Milo Hanke | Hanke & Apolonio Wealth Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Anthony Craun | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brenda Vingiello | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brian Dombkowski | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brian Ferrin | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Britt Joyce | Regatta Capital Group | El Segundo | CFA | Percentage of assets, Hourly |
| Colby Davis | RHS Financial | San Francisco | CFA | Percentage of assets |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Henri Moudi | Mission Creek Capital Partners | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Kristina Joy Torrealba | Jackson Square Capital | San Francisco | CFP | Percentage of assets |
| Marisa Heiden | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Martin Miller | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Melanie Pelayo | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Shana Ballard | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Srdjan Nastasic | Augustus Wealth | Long Beach | Not listed | Hourly, Ongoing planning fee |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Vijay Patel | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |