| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Randall Maycock | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Raymond Torres | Clifford Swan | Pasadena | CFP | Percentage of assets, Hourly |
| Robert Gillooly | Elmwood Wealth Management | Berkeley | CFA | Percentage of assets, Hourly |
| Ryan Melnyk | Manzanita Wealth Management | West Sacramento | Not listed | Flat fee or retainer, Ongoing planning fee |
| Ryan Richardson | Weatherly Asset Management | Del Mar | CFP, ChFC | Percentage of assets, Fixed fees |
| Scott Hampton | Moment Partners | San Francisco | CFP | Percentage of assets, Fixed fees |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Spencer Turkal | Sierra Hotel Financial | Temecula | CFP | Percentage of assets, Fixed fees |
| Stacey Liu | Treehouse Wealth Advisors | Walnut Creek | CFP, ChFC | Percentage of assets, Fixed fees |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Owens | Roof Eidam Maycock Peralta | San Francisco | CFP | Percentage of assets |
| Timothy Reyna | Cerro Pacific Wealth Advisors | San Luis Obispo | CFP | Percentage of assets, Fixed fees |
| Todd Gomes | Sonoma Allocations | Santa Rosa | CFP | Percentage of assets, Fixed fees |
| Todd Hadley | True Wave Financial Planners | Sacramento | CFP | Percentage of assets, Hourly |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| William Henley | Larsen Wealth Management | El Dorado Hills | CFP | Percentage of assets, Fixed fees |
| Anthony Carr | Carr Wealth Management | Pleasanton | CFP | Percentage of assets |
| Brian Ferrin | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Brian Krause | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Brooke Gaither | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| 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 |
| Darien Horton | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| David Epps | Integral Wealth Management | Modesto | CFP | Percentage of assets, Fixed fees |
| Donald Debernardi | Sierra Asset Management | Oakhurst | CFP | Percentage of assets, Hourly |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Heidi Morshead | Shira Ridge Wealth Management | San Rafael | Not listed | Percentage of assets |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| James Boucher | Wilson + Boucher | Orinda | CFP | Percentage of assets, Hourly |
| Jeffrey Yoakum | Yoakum Wealth Management | South San Francisco | CFP | Percentage of assets, Hourly |
| Jodi Karambela | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| John Lacey | Pacific Point Wealth Management | Carlsbad | CFP | Percentage of assets |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lauren Gabele | Cascade Financial Partners | San Diego | CFP, ChFC | Percentage of assets |
| Mallory Sise | Integral Wealth Management | Turlock | CFP | Percentage of assets, Fixed fees |
| 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 |
| Natalie Dewindt | Cascade Financial Partners | San Diego | CFP | Percentage of assets |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Olivian Pitis | CSJ Wealth Management | San Diego | CFP, CFA | Percentage of assets |
| Peter Landini | RBP Investment Advisors | Alamo | CFP | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Sevak Khachatoorian | Up&Up Capital | Glendale | Not listed | Percentage of assets |
| Srdjan Nastasic | Augustus Wealth | Long Beach | Not listed | Hourly, Ongoing planning fee |