| Gary Allen | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| 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 |
| Harry Oxley | Double Bay Management & Planning | San Francisco | CFA | Percentage of assets, Hourly |
| Jaime Boyer | Kachkovsky & Fisher | San Diego | Not listed | Percentage of assets, Hourly |
| Jaywant Srivatsa | Future Wealth | Los Gatos | Not listed | Percentage of assets |
| Jeffrey Coontz | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Jeffrey Tilson | JST Investment Consulting | Seal Beach | Not listed | Percentage of assets, One-time planning fee |
| Jivko Velev | Velev Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Kenneth Haren | Prudent Investor Advisors | Folsom | Not listed | Percentage of assets, Hourly |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Mark Bourguignon | Proprietor Wealth Management | Larkspur | Not listed | Percentage of assets, Hourly |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Peter Girolamo | Retirement Wealth Center | Thousand Oaks | Not listed | Percentage of assets |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Rodney Palmer | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Rodney Prezeau | Belgrave Square Advisors | San Mateo | Not listed | Percentage of assets |
| Sally Eisenberg | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Scott Barks | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| 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 |
| Trevor Hedge | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Andrew Kotyuk | Alpha Wealth Management | Hemet | Not listed | Percentage of assets, Hourly |
| B. Brose | Integrity Wealth Partners | Walnut Creek | Not listed | Percentage of assets, Hourly |
| Bradley Harsch | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Cole Stevens | Burkart & Stevens, CPAs and Advisors | San Luis Obispo | Not listed | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| David Given | Curtis Advisory Group | Santa Barbara | 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 |
| Isai Juarez | Journey Equity Wealth Management | Downey | Not listed | Percentage of assets, Hourly |
| Jeffery Sorensen | OverRidge Wealth Advisors | Westlake Village | Not listed | Percentage of assets, Fixed fees |
| Mark Wendell | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Nate Miles | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Nathan Williamson | Waystone Advisors | Stockton | Not listed | Percentage of assets, Hourly |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Nicholas Willenbring | MD Wealth Partners | Westlake Village | Not listed | Percentage of assets |
| Parker Johnson | Cooper Capital Group | Encinitas | Not listed | Percentage of assets, Hourly |
| Ryan Curtis | Curtis Advisory Group | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Ryan Wells | PathWise | Walnut Creek | Not listed | Percentage of assets, Fixed fees |