| Clark Evans | Highline Wealth Partners | Solana Beach | Not listed | Percentage of assets, Hourly |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| David Yoshioka | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Ellen Himmel | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Erika Jenkins | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| James Smith | StratiCo | Walnut Creek | ChFC | Percentage of assets, Hourly |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joseph Migdol | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lionel Tapiero | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Sternberg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ryan Meacham | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Samah Naguib | Pleasanton Wealth | Pleasanton | CFA | Percentage of assets |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Theodore Palfini | Cavalot Capital | Redding | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Virginia Leon | Pathway Advisor | Fallbrook | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Adam Mackall | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Carolyn Taylor | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Dennis Blodgett | Blodgett Wealth Advisors | Brentwood | Not listed | Percentage of assets, Hourly |
| Eric LaNier | Higher Impact Financial | Riverside | Not listed | Percentage of assets, Hourly |
| Gabriel Uruburo | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |