| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joshua Oder | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Katelin Mahoney | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Katie Junk | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Keith Crenshaw | Crenshaw Capital Management | Los Angeles | Not listed | Percentage of assets |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Kevin Davidson | DW Financial | Anaheim | Not listed | Percentage of assets, Hourly |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lucas Franco | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Michael Abram | Integral Wealth Management | Turlock | CFA | Percentage of assets, Fixed fees |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Michelle Hams | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Penny Houseman | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Renee Michel | Sweeney & Michel | Chico | Not listed | Percentage of assets, Hourly |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Rosario Scappaticci | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Scott Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Scott Holder | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Spencer Rhode | Corvus Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets |
| Stephanie Kemp | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Steven Zorn | Oder Investment Management | Woodland Hills | Not listed | Percentage of assets |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Thomas Carroll | Verus Capital Partners | Ventura | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Travis Domingues | Corvus Wealth Advisors | Templeton | Not listed | Percentage of assets |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| Virginia Leon | Pathway Advisor | Fallbrook | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |