| Mark Tennenbaum | Life UnLocked Partners | Venice | Not listed | Percentage of assets |
| Martin Rascon | Weatherly Asset Management | Del Mar | CFA | Percentage of assets, Fixed fees |
| Matthew Heller | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Vallebo | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Kasianko | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Nihar Shah | Shah Wealth Advisors | Chino Hills | Not listed | Percentage of assets, Fixed fees |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Peter Reidenbach | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Robyn Cohen | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Rodrigo Nevado | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Samaya Patel | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Stephen Islander | Presidio Capital Management | San Diego | Not listed | Percentage of assets, Hourly |
| Steven Campeas | HCR Wealth Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Adam Brown | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Alexander Puziol | Manchester Capital Management | Montecito | Not listed | Percentage of assets, Fixed fees |
| Alfred Cheung | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andrew Graham | Jackson Square Capital | San Francisco | CFA | Percentage of assets |
| Antoine Lena | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Arley Gonzalez | KOA Wealth Management | San Diego | CFP | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Brandon Lew | Kera Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Brendon Yi | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Cary Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Gehring | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Daniel Shainberg | Heritage Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Derek Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Donald Campbell | Twenty-Five Capital Partners | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Eden Morimoto | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| G-Woon Choe | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |