| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Luke Podbury | Canter Wealth | La Jolla | Not listed | Percentage of assets, Fixed fees |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Matthew Murawski | Murawski Wealth Management | Los Angeles | Not listed | Percentage of assets |
| N Alexander Alard | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Paola Quintero Salazar | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Patrick Hitchcock | Moment Partners | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Randy Tam | Beyond Wealth Advisory | South San Francisco | Not listed | Percentage of assets, Hourly |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Robert Seid | Blue Summit Wealth Management | San Diego | Not listed | Percentage of assets, Hourly |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Rodney Palmer | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Samuel Vance | True Wave Financial Planners | Sacramento | Not listed | Percentage of assets, Hourly |
| Scott Barks | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Stephanie Chow | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Stephen Sustrick | Honu Wealth | Sunnyvale | Not listed | Flat fee or retainer, Ongoing planning fee |
| Susan Maxey | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tayeb Ayat | Fenul Wealth Management | Los Angeles | Not listed | Percentage of assets, Hourly |
| Teresa Coleman | Creekside Partners | Petaluma | Not listed | Percentage of assets, Fixed fees |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Trevor Hedge | Barnes Wealth Management Group | Bakersfield | Not listed | Percentage of assets, Hourly |
| Vick Khoboyan | Harold Davidson & Associates | Los Angeles | Not listed | Percentage of assets, Hourly |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Angela Thorstenson | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Benjamin Wilson | Wilson + Boucher | Fairfax | Not listed | Percentage of assets, Hourly |
| Caroline Mason | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Chad Naylor | Naylor & Company | Orinda | Not listed | Percentage of assets |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Daniel Murray | Mirador Capital Partners | Larkspur | Not listed | Percentage of assets, Hourly |
| Darien Croce | Parallel Wealth Management | Redding | Not listed | Percentage of assets, Hourly |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Henry Hache | A.I. Financial | Simi Valley | Not listed | Percentage of assets |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jeffrey McCulloch | Cascade Financial Partners | San Diego | Not listed | Percentage of assets |
| Jonathan Dash | Dash Investments | Woodland Hills | Not listed | Percentage of assets |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Joseph Nix | Nix Wealth Management | Sacramento | Not listed | Percentage of assets |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| 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 |