| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Mark Bourguignon | Proprietor Wealth Management | Larkspur | Not listed | Percentage of assets, Hourly |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Sally Eisenberg | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Albert Gutierrez | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Daniel Murray | Mirador Capital Partners | Larkspur | Not listed | Percentage of assets, Hourly |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Henry Hache | A.I. Financial | Simi Valley | Not listed | Percentage of assets |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Mark Swoboda | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Giani Kurniawan | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Josh Schein | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |