| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Kara Buss | HN Buss Investing | Thousand Oaks | Not listed | Percentage of assets |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kenneth Hobbs | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Kyle Kiser | Sikorski Wealth Management | San Diego | Not listed | Percentage of assets |
| Laurent Harrison | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Mark Sauer | AllOneWealth | Camarillo | Not listed | Percentage of assets |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Matthew Marchand | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Pat Wang | Shearwater Capital | Redondo Beach | Not listed | Percentage of assets |
| Ray Lombardo | Clearview Investment Partners | Costa Mesa | Not listed | Percentage of assets, Fixed fees |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Ryan Gorski | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Sapphira Santibanez | Del Mar Wealth Management | Del Mar | Not listed | Percentage of assets, Hourly |
| Sarah Leimenstoll | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Stephen Catton | Catton Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Thomas Woodward | Woodward Diversified Capital | Bakersfield | Not listed | Percentage of assets, Hourly |
| Tiffany Blaho | Bell Investment Advisors | Orinda | Not listed | Percentage of assets, Hourly |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Zachariah Kline | Capstone Wealth Management | San Jose | Not listed | Percentage of assets, Fixed fees |
| Alexander Newman | Grape | Temecula | Not listed | Percentage of assets |
| Austin Neddenriep | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Benjamin Ebert | Ebert Capital Management | Eureka | Not listed | Percentage of assets, Hourly |
| Brian Montanez | Multnomah Group | Orinda | Not listed | Percentage of assets, Hourly |
| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Caedmon Bear | On the Trail Financial Planning | Walnut Creek | Not listed | Percentage of assets, Fixed fees |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Casey Marks | Foronjy Financial | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Catherine Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Christopher Lynch | Lynch Financial Group | Camarillo | Not listed | Percentage of assets, Fixed fees |
| Daniel Brown | Miles Brown Asset Management | San Rafael | Not listed | Percentage of assets, Hourly |
| Daniel Downey | Determined Advisors | San Diego | Not listed | Percentage of assets, Hourly |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Donald Jesberg | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| George Henning | Pacific Global Investment Management Company | Glendale | Not listed | Percentage of assets, Hourly |
| Guy Benstead | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Ian Tongol | Investment Growth Management | Concord | Not listed | Percentage of assets, Hourly |
| Ivanna Berrio Paeva | Ticino Wealth | Mission Viejo | Not listed | Percentage of assets |
| Jared Audette | Eagle Wealth Management Group | Valencia | Not listed | Percentage of assets |
| Jenny Jones | The Jones Stewardship Group | Elk Grove | Not listed | Percentage of assets, Hourly |
| John Chavez | Multnomah Group | Carlsbad | Not listed | Percentage of assets, Hourly |
| John Lundin | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John O'Neill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |
| John Oneill | O'Neill Financial Management | Lake Forest | Not listed | Percentage of assets |