| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Geert Criel | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Kevin Cavanaugh | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Lyle Meek | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| 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 McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Sam Namiri | Ridgewood Investments | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Scott Koch | Monograph Wealth | Truckee | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Stephanie Poche | Onyx Bridge Wealth Group | Lakeside | Not listed | Percentage of assets, Hourly |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Troy White | Hoodoo Financial | Oakland | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Brian Caine | CSJ Wealth Management | Solana Beach | Not listed | Percentage of assets |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Dawn Correia | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Diego Reyes | Stillwater Capital Management | Carmel-By-The-Sea | Not listed | Percentage of assets |
| Erol Gokbora | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| James Schnieders | Schnieders Capital Management | Pasadena | CFA | Percentage of assets |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nicholas Willenbring | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Richard Mordesovich | Sonoma Private Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Shane Hiller | Sonoma Private Wealth | San Juan Capistrano | Not listed | Percentage of assets, Hourly |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stuart Park | Park Miller | Walnut Creek | Not listed | Percentage of assets |
| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Bryan Gould | Ultra Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |