| Miles Yourman | Knightsbridge Wealth Management | Newport Beach | CFA | Percentage of assets, Performance-based fees |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Peter Girolamo | Retirement Wealth Center | Thousand Oaks | Not listed | Percentage of assets |
| Randy Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Raymundo Flores | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Robert Seid | Blue Summit Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Rodney Palmer | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Sally Eisenberg | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Scott Barks | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Scott Koch | Monograph Wealth | Truckee | Not listed | Percentage of assets, Hourly |
| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Stephanie Poche | Onyx Bridge Wealth Group | Lakeside | Not listed | Percentage of assets, Hourly |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Trevor Hedge | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Alex Zubak | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Andrew Jensen | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Angela Thorstenson | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Beau Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Ben McCollum | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Benjamin Wilson | Wilson + Boucher | Fairfax | Not listed | Percentage of assets, Hourly |
| Brian Caine | CSJ Wealth Management | Solana Beach | Not listed | Percentage of assets |
| Caleb Richmond | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Caroline Mason | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Chad Naylor | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Cole Stevens | Burkart & Stevens, CPAs and Advisors | San Luis Obispo | Not listed | Percentage of assets, Hourly |
| David Jackson | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| David White | Zermatt Wealth Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Erol Gokbora | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Gabriel Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Gregory Wilson | GL Trust | Whittier | Not listed | Flat fee or retainer |
| James Curran | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Jeffrey McCulloch | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Jesse Sikorski | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Joseph Cacia | Collar Capital Management | Santa Clarita | Not listed | Percentage of assets, Fixed fees |
| Kara Buss | HN Buss Investing | Thousand Oaks | Not listed | Percentage of assets |
| Kenneth Hobbs | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Matthew Marchand | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Smith | Collar Capital Management | Santa Barbara | Not listed | Percentage of assets, Fixed fees |