| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Schnieders | Schnieders Capital Management | Pasadena | CFP, CFA | Percentage of assets |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |
| Lionel Tapiero | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lisa Sternberg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael Stock | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| 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 |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ryan Meacham | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Sara Craven | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Scott Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Sean Planchard | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Sherry Karlsson | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Shufan Cao | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Simone Liu | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Zachary Wolf | Boltwood Capital Management | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Billy Yeh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Brandon Hagerla | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Daniel Speirs | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |