Best Financial Advisors in California
1,847 SEC-registered advisory firms across 201 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in California
SAN FRANCISCO, CA
LOS ANGELES, CA
SAN DIEGO, CA
NEWPORT BEACH, CA
MENLO PARK, CA
PALO ALTO, CA
SANTA MONICA, CA
IRVINE, CA
PASADENA, CA
EL SEGUNDO, CA
WALNUT CREEK, CA
BEVERLY HILLS, CA
SANTA BARBARA, CA
SAN RAFAEL, CA
SAN MATEO, CA
WESTLAKE VILLAGE, CA
LA JOLLA, CA
MILL VALLEY, CA
SAN JOSE, CA
OAKLAND, CA
LARKSPUR, CA
CARLSBAD, CA
MANHATTAN BEACH, CA
BURLINGAME, CA
SAN RAMON, CA
SACRAMENTO, CA
THOUSAND OAKS, CA
TORRANCE, CA
ROSEVILLE, CA
ORINDA, CA
BERKELEY, CA
LOS ALTOS, CA
SAN LUIS OBISPO, CA
SAUSALITO, CA
LOS GATOS, CA
WOODLAND HILLS, CA
FOSTER CITY, CA
DANVILLE, CA
FRESNO, CA
SOLANA BEACH, CA
LONG BEACH, CA
REDWOOD CITY, CA
ALISO VIEJO, CA
LAFAYETTE, CA
MARINA DEL REY, CA
CALABASAS, CA
WEST HOLLYWOOD, CA
HERMOSA BEACH, CA
BAKERSFIELD, CA
ORANGE, CA
FOLSOM, CA
PETALUMA, CA
MOUNTAIN VIEW, CA
PLEASANTON, CA
CULVER CITY, CA
STUDIO CITY, CA
REDONDO BEACH, CA
CLAREMONT, CA
CARMEL, CA
NOVATO, CA
PALM DESERT, CA
SANTA ROSA, CA
EL DORADO HILLS, CA
ENCINO, CA
MODESTO, CA
GRANITE BAY, CA
SHERMAN OAKS, CA
ANAHEIM, CA
LAKE FOREST, CA
SANTA CLARA, CA
LAGUNA BEACH, CA
TIBURON, CA
DEL MAR, CA
COSTA MESA, CA
ALAMO, CA
RANCHO SANTA FE, CA
GREENBRAE, CA
CONCORD, CA
BURBANK, CA
CAMPBELL, CA
VALENCIA, CA
SIMI VALLEY, CA
TUSTIN, CA
HUNTINGTON BEACH, CA
CHICO, CA
TEMECULA, CA
ENCINITAS, CA
VENICE, CA
CAMARILLO, CA
MISSION VIEJO, CA
EUREKA, CA
ALAMEDA, CA
CORTE MADERA, CA
CORONADO, CA
PORTOLA VALLEY, CA
SARATOGA, CA
NAPA, CA
LIVERMORE, CA
CUPERTINO, CA
REDWOOD SHORES, CA
LAGUNA HILLS, CA
AUBURN, CA
SAN JUAN CAPISTRANO, CA
SEAL BEACH, CA
SOUTH SAN FRANCISCO, CA
INDIAN WELLS, CA
REDLANDS, CA
EMERYVILLE, CA
STOCKTON, CA
VAN NUYS, CA
CARPINTERIA, CA
GLENDALE, CA
PLEASANT HILL, CA
GRASS VALLEY, CA
BREA, CA
FULLERTON, CA
SAN CLEMENTE, CA
FREMONT, CA
FAIRFIELD, CA
SANTA CRUZ, CA
CORONA DEL MAR, CA
CORONA, CA
PALOS VERDES ESTATES, CA
ROCKLIN, CA
SOUTH PASADENA, CA
DAVIS, CA
MONROVIA, CA
LA MESA, CA
LAGUNA NIGUEL, CA
FORT BRAGG, CA
VENTURA, CA
REDDING, CA
SANTA ANA, CA
SAN CARLOS, CA
COVINA, CA
SONOMA, CA
MOORPARK, CA
CARMEL BY THE SEA, CA
POWAY, CA
Top-Ranked Firms in California
RELEVANT WEALTH ADVISORS, LLC
MILL VALLEY, CA · Since 1999
STOLPER & CO., INC.
SAN DIEGO, CA · Since 1976
LYLE & FORSYTH INVESTMENT MANAGERS
SAN RAFAEL, CA · Since 1982
ALLIANCE ADVISORY & SECURITIES, LLC
WESTLAKE VILLAGE, CA · Since 2006
PLAN FINANCIAL
FRESNO, CA · Since 2018
METROPOLITAN WEST ASSET MANAGEMENT LLC
LOS ANGELES, CA · Since 1996
DODGE & COX
SAN FRANCISCO, CA · Since 1959
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA · Since 1985
ELIOT FINKEL INVESTMENT COUNSEL, LLC
BEVERLY HILLS, CA · Since 1974
PRIVATE MANAGEMENT GROUP INC
IRVINE, CA · Since 1986
PACIFIC INCOME ADVISERS INC
EL SEGUNDO, CA · Since 1986
BLANKINSHIP & FOSTER, LLC
SOLANA BEACH, CA · Since 1989
SSI INVESTMENT MANAGEMENT LLC
LOS ANGELES, CA · Since 1975
GUARDIAN INVESTMENT MANAGEMENT
TIBURON, CA · Since 1976
FELL CAPITAL MANAGEMENT
NEWPORT BEACH, CA · Since 1989
THE CHARTIST
LONG BEACH, CA · Since 1976
ALAN BILLER AND ASSOCIATES
MENLO PARK, CA · Since 1995
CORNERSTONE CAPITAL, INC.
PALO ALTO, CA · Since 1978
CLELLAND & COMPANY INC
SAN DIEGO, CA · Since 1989
OSTERWEIS CAPITAL MANAGEMENT
SAN FRANCISCO, CA · Since 1983
SCHARF INVESTMENTS, LLC
LOS GATOS, CA · Since 1983
PRIMECAP MANAGEMENT CO
PASADENA, CA · Since 1983
ZERMATT WEALTH PARTNERS
SAN DIEGO, CA · Since 1982
STONEBRIDGE CAPITAL MANAGEMENT INC
LOS ANGELES, CA · Since 1969
PORTFOLIO MANAGEMENT TECHNOLOGY
SAN FRANCISCO, CA · Since 1996
WEINBERGER ASSET MANAGEMENT, INC
LOS ANGELES, CA · Since 2018
WALKER FINANCIAL ADVISORS INC
MISSION VIEJO, CA · Since 2018
TCW INVESTMENT MANAGEMENT COMPANY LLC
LOS ANGELES, CA · Since 1987
LK&A INVESTMENT COUNSEL
PASADENA, CA · Since 1985
R.H. DINEL INVESTMENT COUNSEL,INC.
LOS ANGELES, CA · Since 1991
FULLER & THALER ASSET MANAGEMENT INC
SAN MATEO, CA · Since 1993
TRAN CAPITAL MANAGEMENT, L.P.
SAN RAFAEL, CA · Since 1974
PAYDEN & RYGEL
LOS ANGELES, CA · Since 1983
CHANDLER ASSET MANAGEMENT INC
SAN DIEGO, CA · Since 1993
PREMIER FINANCIAL GROUP INC
EUREKA, CA · Since 1991
ADELANTE CAPITAL MANAGEMENT LLC
ALAMEDA, CA · Since 1995
AVALON CAPITAL MANAGEMENT
PORT OF REDWOOD CITY, CA · Since 1992
FAIRBANKS CAPITAL MANAGEMENT, INC.
RANCHO SANTA FE, CA · Since 1995
CALLAN
SAN FRANCISCO, CA · Since 1973
PARAGON ASSET MANAGEMENT INC.
ORINDA, CA · Since 2025
WARD & ASSOCIATES
SAN DIEGO, CA · Since 1998
CONCORD INVESTMENT COUNSEL
IRVINE, CA · Since 1991
KENSINGTON INVESTMENT COUNSEL
LONG BEACH, CA · Since 2021
PATHWAY CAPITAL MANAGEMENT, LP
IRVINE, CA · Since 1997
DECAMILLA CAPITAL MANAGEMENT LLC
SACRAMENTO, CA · Since 2022
AFFINITY INVESTMENT ADVISORS, LLC
NEWPORT BEACH, CA · Since 1992
ADVANCED FINANCIAL STRATEGIES INC
IRVINE, CA · Since 2000
GUILD INVESTMENT MANAGEMENT, INC.
WESTLAKE VILLAGE, CA · Since 1999
VALUE TREND CAPITAL MANAGEMENT LP
EL CAJON, CA · Since 1999
RITTMANN CAPITAL MANAGEMENT CO
MORAGA, CA · Since 2026
GKV CAPITAL MANAGEMENT CO INC
WALNUT CREEK, CA · Since 1976
PERSONAL FINANCIAL MANAGEMENT
CORONADO, CA · Since 1992
METZLER-PAYDEN, LLC
LOS ANGELES, CA · Since 1998
HAHN CAPITAL MANAGEMENT, LLC
WALNUT CREEK, CA · Since 1988
CAPITAL ADVANTAGE, INC.
WALNUT CREEK, CA · Since 1998
GEMMER ASSET MANAGEMENT LLC
WALNUT CREEK, CA · Since 1999
PALO ALTO INVESTORS LP
PALO ALTO, CA · Since 2000
DEAN ROLAND RUSSELL, LLC
SAN DIEGO, CA · Since 1999
OSTERWEIS CAPITAL MANAGEMENT
SAN FRANCISCO, CA · Since 1997
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
PASADENA, CA · Since 1978
ALPHA ANALYTICS INVESTMENT GROUP LLC
LOS ANGELES, CA · Since 2018
CAPITAL RESEARCH & CONSULTING LLC
PASADENA, CA · Since 1999
ARISTOTLE CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2001
COMPAK ASSET MANAGEMENT
NEWPORT BEACH, CA · Since 2000
CROSSLINK CAPITAL, INC.
MENLO PARK, CA · Since 2000
FOCUS INVESTMENT ADVISORS, INC
SOLANA BEACH, CA · Since 2000
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
REDWOOD CITY, CA · Since 1992
BOLTWOOD CAPITAL MANAGEMENT
WALNUT CREEK, CA · Since 1986
LEDERER & ASSOCIATES INVESTMENT COUNSEL
LONG BEACH, CA · Since 1986
CHELSEA MANAGEMENT COMPANY
WOODLAND HILLS, CA · Since 1971
CHARLES FISH INVESTMENTS, INC.
IRVINE, CA · Since 1996
BRANSON FRANK A INC
PALO ALTO, CA · Since 1986
FINANCIAL MANAGEMENT NETWORK INC
MISSION VIEJO, CA · Since 1991
MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION
CARLSBAD, CA · Since 1981
MCM ADVISERS, LP
ORINDA, CA · Since 1995
HENNESSY ADVISORS, INC.
NOVATO, CA · Since 1990
MATRIX PLANNING INC
SANTA MONICA, CA · Since 1986
SASSER INVESTMENT MANAGEMENT, INC.
BERKELEY, CA · Since 2021
HAROLD DAVIDSON & ASSOCIATES, INC
LOS ANGELES, CA · Since 1974
CLUTINGER WILLIAMS & VERHOYE INC
SAN DIEGO, CA · Since 1969
FRANKLIN ADVISORY SERVICES, LLC
SAN MATEO, CA · Since 1996
VIOLICH CAPITAL MANAGEMENT
MILL VALLEY, CA · Since 1999
ASSET PLANNING, INC
LOS ALAMITOS, CA · Since 2004
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
SAN JOSE, CA · Since 2025
PRIVATE PORTFOLIOS, INC.
SAN MATEO, CA · Since 2017
EPSILON FINANCIAL GROUP, INC.
FAIRFIELD, CA · Since 2003
JACOB ASSET MANAGEMENT OF NEW YORK LLC
HERMOSA BEACH, CA · Since 1999
DOBSON ASSET MANAGEMENT
PETALUMA, CA · Since 1996
J.P. KING ADVISORS, INC.
WALNUT CREEK, CA · Since 2001
MERK INVESTMENTS LLC
PALO ALTO, CA · Since 2001
INFANGER INVESTMENT TECHNOLOGY, LLC
MOUNTAIN VIEW, CA · Since 2000
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
IRVINE, CA · Since 2021
JDH WEALTH MANAGEMENT, LLC
SANTA ROSA, CA · Since 2015
CTA WEALTH ADVISORS, INC.
BURBANK, CA · Since 2020
PACIFIC WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2012
BW & ASSOCIATES, INC.
ORANGE, CA · Since 2016
ANCHOR BAY CAPITAL, INC.
CARLSBAD, CA · Since 2016
PRUNEYARD FINANCIAL GROUP, INC.
CUPERTINO, CA · Since 2001
SHIRA RIDGE WEALTH MANAGEMENT
SAN RAFAEL, CA · Since 2018
MCCARTHY ASSET MANAGEMENT, INC.
REDWOOD SHORES, CA · Since 2002
BLACK HILL CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA · Since 2020
BURTON ENRIGHT WELCH
WALNUT CREEK, CA · Since 2008
MW INVESTMENT STRATEGY
EL DORADO HILLS, CA · Since 2018
WYNN CAPITAL MANAGEMENT, LLC
SANTA CRUZ, CA · Since 2026
ORION CAPITAL MANAGEMENT LLC
CORONADO, CA · Since 2020
NAVALIGN, LLC
ENCINO, CA · Since 2006
CLASSIC FINANCIAL
WESTLAKE VILLAGE, CA · Since 2026
LM CAPITAL GROUP, LLC
SAN DIEGO, CA · Since 2002
LEISURE CAPITAL MANAGEMENT, INC.
COSTA MESA, CA · Since 2002
RESEARCH AFFILIATES
NEWPORT BEACH, CA · Since 2002
TATE PRIVATE WEALTH ADVISERS
SACRAMENTO, CA · Since 2005
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
PASADENA, CA · Since 2002
PAUL CAPITAL
SAN FRANCISCO, CA · Since 2002
WEALTHSPIRE RETIREMENT ADVISORY
ALISO VIEJO, CA · Since 2006
PRUDENT INVESTOR ADVISORS, LLC
FOLSOM, CA · Since 2004
JDL ADVISERS
NEWPORT BEACH, CA · Since 2006
FMB WEALTH MANAGEMENT
WESTLAKE VILLAGE, CA · Since 2002
PACIFIC PARK FINANCIAL, INC.
LAGUNA HILLS, CA · Since 2005
MARIN WEALTH ADVISORS LLC
SAN RAFAEL, CA · Since 2018
ALESSANDRA CAPITAL MANAGEMENT, LLC
TORRANCE, CA · Since 2025
INTERNATIONAL ASSET MANAGEMENT
SAN MATEO, CA · Since 2025
ANCHOR CAPITAL
ALISO VIEJO, CA · Since 2002
ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK, CA · Since 2015
SVB ASSET MANAGEMENT
SAN FRANCISCO, CA · Since 2003
WIMMER ASSOCIATES LLC
PASADENA, CA · Since 2004
TIEMANN INVESTMENT ADVISORS, LLC
MENLO PARK, CA · Since 2005
GARHWAL, CHAN & WILLIAMS INC.
SAN FRANCISCO, CA · Since 2025
ALBOURNE AMERICA LLC
SAN FRANCISCO, CA · Since 2006
VERITY WEALTH ADVISORS, LLC
SAUSALITO, CA · Since 2003
SAGEVIEW ADVISORY GROUP, LLC
NEWPORT BEACH, CA · Since 2005
HOLBROOK GLOBAL STRATEGIES
PALO ALTO, CA · Since 2004
KANE INVESTMENT MANAGEMENT, INC.
LOS GATOS, CA · Since 2021
CLAYTON PARTNERS LLC
BERKELEY, CA · Since 2015
SPECTRUM FINANCIAL MANAGEMENT
SAN RAFAEL, CA · Since 2003
LEGACY WEALTH ADVISORS, LLC
SAN JOSE, CA · Since 2020
PALISADES INVESTMENT PARTNERS, LLC
EL SEGUNDO, CA · Since 2024
POWER ASSET MANAGEMENT LLC
LOS ANGELES, CA · Since 2003
SUMMITRY, LLC
FOSTER CITY, CA · Since 2003
ALCOSTA CAPITAL MANAGEMENT, INC.
SAN RAMON, CA · Since 2021
ALPHAPOINT, INC.
CORONA DEL MAR, CA · Since 2004
TRUE WAVE WEALTH PLANNERS
SACRAMENTO, CA · Since 2018
BRIDGEBAY FINANCIAL, INC.
SAN RAMON, CA · Since 2016
WILSEY ASSET MANAGEMENT INCORPORATED
SAN DIEGO, CA · Since 2009
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
DANVILLE, CA · Since 2006
NAVIGATION GROUP LLC
REDWOOD SHORES, CA · Since 2017
CLARION ADVISORS INC.
AUBURN, CA · Since 2024
SALEM PARTNERS WEALTH MANAGEMENT, LLC
LOS ANGELES, CA · Since 2004
GARNER FINANCIAL MANAGEMENT
LAFAYETTE, CA · Since 2014
LEGATO CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2005
GOLDEN GATE PERSONAL FINANCIAL PLANNING
SAN FRANCISCO, CA · Since 2022
CHANGING PARAMETERS, LLC
LOS ALTOS, CA · Since 2004
CONWAY CAPITAL MANAGEMENT, INC.
BURBANK, CA · Since 2022
OMNICAP GROUP LLC
EL SEGUNDO, CA · Since 2004
MERRITHEW & THORSTEN, INC.
SAN DIEGO, CA · Since 2021
GFP WEALTH MANAGEMENT
THOUSAND OAKS, CA · Since 2023
EAGLESON ARNDT FINANCIAL ADVISORS
THOUSAND OAKS, CA · Since 2025
CAPITAL TRUST ADVISORS
SAN RAFAEL, CA · Since 2021
KB FINANCIAL ADVISORS LLC
SAN FRANCISCO, CA · Since 2026
PASSPORT CAPITAL, LLC
SAN FRANCISCO, CA · Since 2006
GRIFFIN BLACK, LLC
REDWOOD CITY, CA · Since 2019
CRAWFORD FINANCIAL PLANNING & CONSULTING
MODESTO, CA · Since 2022
BENNINGFIELD FINANCIAL ADVISORS, LLC
SAN FRANCISCO, CA · Since 2014
GSI CAPITAL ADVISORS LLC
NEWPORT BEACH, CA · Since 2006
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
VALENCIA, CA · Since 2019
DASH INVESTMENTS
WOODLAND HILLS, CA · Since 2018
PHOCAS FINANCIAL CORPORATION
ALAMEDA, CA · Since 2005
MCM WEALTH
NOVATO, CA · Since 2021
GOLDMAN LANCASTER, INC.
LONG BEACH, CA · Since 2013
FIVE ARROWS MANAGERS NORTH AMERICA LLC
MANHATTAN BEACH, CA · Since 2005
DOUBLE BAY MANAGEMENT & PLANNING
SAN FRANCISCO, CA · Since 2015
LEADING EDGE INVESTMENT ADVISORS,LLC
SAN FRANCISCO, CA · Since 2007
GREENSTONE PARTNERS, LLC
LARKSPUR, CA · Since 2024
SHARPER & GRANITE LLC
EL SEGUNDO, CA · Since 2015
OPTIVEST, INC.
SAN JUAN CAPISTRANO, CA · Since 2008
SECURA FINANCIAL
ORANGE, CA · Since 2018
TORTUGA ADVISERS LLC
SIMI VALLEY, CA · Since 2005
AK GLOBAL ASSET MANAGEMENT, LLC
OAKLAND, CA · Since 2025
WALLENDER, TIMOTHY JOSEPH
MANHATTAN BEACH, CA · Since 2025
RETIREMENT CAPITAL STRATEGIES, INC.
SAN JOSE, CA · Since 2010
COASTWISE CAPITAL GROUP, LLC
LA JOLLA, CA · Since 2022
WEALTHVALUES, LLC
REDWOOD CITY, CA · Since 2006
WESTERLY CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2022
RVW WEALTH LLC
LOS ANGELES, CA · Since 2006
EMBARCADERO FINANCIAL GROUP
SAN FRANCISCO, CA · Since 2020
MASON & ASSOCIATES, INC.
LOS ANGELES, CA · Since 2006
BLUE MARBLE INVESTMENTS
SANTA BARBARA, CA · Since 2021
CAMBRIA INVESTMENT MANAGEMENT, L.P.
MANHATTAN BEACH, CA · Since 2010
PROVIDENCE FINANCIAL AND INSURANCES, INC.
WOODLAND HILLS, CA · Since 2021
THE WEALTH COLLABORATIVE, INC.
CORONA DEL MAR, CA · Since 2007
STRATEGIC RETIREMENT ADVISORS, LLC
ELK GROVE, CA · Since 2019
GEBHARDT GROUP, INC
LAFAYETTE, CA · Since 2014
GIFFORD FONG ASSOCIATES
LAFAYETTE, CA · Since 2007
EVEREST PRIVATE WEALTH
CUPERTINO, CA · Since 2021
HUBER CAPITAL MANAGEMENT LLC
EL SEGUNDO, CA · Since 2007
STEWART WEALTH MANAGEMENT, INC.
SAN RAFAEL, CA · Since 2017
CHECCHI CAPITAL ADVISERS, LLC
BEVERLY HILLS, CA · Since 2007
MAYA ADVISORS, INC.
PALO ALTO, CA · Since 2024
PACIFIC WEALTH STRATEGIES GROUP, INC.
SANTA BARBARA, CA · Since 2007
MAR VISTA INVESTMENT PARTNERS, LLC
LOS ANGELES, CA · Since 2007
THE INFORMED MOMENTUM COMPANY LLC
SOLANA BEACH, CA · Since 2009
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
SAN RAFAEL, CA · Since 2017
MOZAIC, LLC
BEVERLY HILLS, CA · Since 2008
WOMACK WEALTH MANAGEMENT, INC.
MANHATTAN BEACH, CA · Since 2016
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CORONA, CA · Since 2017
ASCENSION WEALTH PARTNERS, LLC
PLEASANT HILL, CA · Since 2021
INTEGRAL WEALTH MANAGEMENT
TURLOCK, CA · Since 2008
CARLSBAD WEALTH ADVISORY GROUP, INC.
CARLSBAD, CA · Since 2016
LARSEN WEALTH MANAGEMENT
EL DORADO HILLS, CA · Since 2023
PFM HEALTH SCIENCES, LP
SAN FRANCISCO, CA · Since 2008
MALAGA COVE CAPITAL, LLC
PALOS VERDES ESTATES, CA · Since 2008
FRANK FINANCIAL ADVISORS
CARLSBAD, CA · Since 2021
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
CARMEL, CA · Since 2008
SAGENT WEALTH MANAGEMENT
LAGUNA BEACH, CA · Since 2008
TRIANGLE PEAK PARTNERS, LP
PALO ALTO, CA · Since 2008
PARKSHORE WEALTH MANAGEMENT
GRANITE BAY, CA · Since 2013
ARMORY CAPITAL GROUP, LLC
EL SEGUNDO, CA · Since 2013
WEALTHFRONT ADVISERS LLC
PALO ALTO, CA · Since 2008
MESTMAKER & PETREY WEALTH ADVISORS
BAKERSFIELD, CA · Since 2019
NEWBURY CAPITAL MANAGEMENT, LLC
SOUTH PASADENA, CA · Since 2017
ZUCKERMAN CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2026
BLUE SUMMIT WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2019
FULLERTON ADVISORS, LLC
DANVILLE, CA · Since 2025
DLK INVESTMENT MANAGEMENT
SOLANA BEACH, CA · Since 2009
ACAP ASSET MANAGEMENT, INC.
STUDIO CITY, CA · Since 2020
MADRONE INVESTMENT ADVISORY, LLC
SAN RAFAEL, CA · Since 2021
HAVEN CAPITAL GROUP
WESTLAKE VILLAGE, CA · Since 2024
IMPACT INVESTMENT ADVISER LLC
SAN FRANCISCO, CA · Since 2009
CLEARVIEW INVESTMENT PARTNERS, LLC
COSTA MESA, CA · Since 2009
CROSSPOINT CAPITAL MANAGEMENT
ORINDA, CA · Since 2026
FIRSTHAND CAPITAL MANAGEMENT, INC.
SAN JOSE, CA · Since 2009
REACT INVESTMENT SOLUTIONS, LLC
LOS GATOS, CA · Since 2010
UNISON INVESTMENT MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2017
GOBI CAPITAL LLC
BEVERLY HILLS, CA · Since 2016
PACIFIC FINANCIAL STRATEGIES, INC
THOUSAND OAKS, CA · Since 2009
MISSION CREEK CAPITAL PARTNERS, INC.
SAN FRANCISCO, CA · Since 2018
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
DAVIS, CA · Since 2020
ASSET DEDICATION, LLC
SAN FRANCISCO, CA · Since 2010
WILLOW GROVE ADVISORS, LLC
BERKELEY, CA · Since 2019
EQUANIMITY FINANCIAL PARTNERS
PASADENA, CA · Since 2009
FINANCIAL ADVISORS NETWORK, INC.
TUSTIN, CA · Since 2012
O'CONNOR WEALTH MANAGEMENT, INC.
MONROVIA, CA · Since 2024
VANTAGE WEALTH MANAGEMENT, LLC
SAN MATEO, CA · Since 2010
MY PORTFOLIO GUIDE, LLC
SEAL BEACH, CA · Since 2024
REYES FINANCIAL ARCHITECTURE INC.
SAN DIEGO, CA · Since 2022
PANTHEON
SAN FRANCISCO, CA · Since 2010
LOGIC WEALTH MANAGEMENT, LLC
PASADENA, CA · Since 2024
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
SANTA MONICA, CA · Since 2014
LM ADVISORS LLC
SAN DIEGO, CA · Since 2011
HALL CAPITAL, LLC
PASADENA, CA · Since 2024
NAUTILUS ADVISORS LLC
LA JOLLA, CA · Since 2010
AG ASSET ADVISORY, LLC
LOS ANGELES, CA · Since 2015
ALAMAR CAPITAL MANAGEMENT, LLC
SANTA BARBARA, CA · Since 2020
WESTSIDE INVESTMENT MANAGEMENT, LLC
SANTA MONICA, CA · Since 2010
SILICON VALLEY RETIREMENT SERVICES, LLC
SAN JOSE, CA · Since 2010
SAXON SECURITIES LLC
SAN FRANCISCO, CA · Since 2014
EBERT CAPITAL MANAGEMENT INC.
EUREKA, CA · Since 2026
CORE FINANCIAL
EL SEGUNDO, CA · Since 2015
RILEY FRIEDMAN ASSET MANAGEMENT
LOS ALTOS, CA · Since 2011
HAMILTON MANOR & ASSOCIATES
LA JOLLA, CA · Since 2018
WAVERLEY WEALTH MANAGEMENT LLC
MOUNTAIN VIEW, CA · Since 2022
AVALAN, LLC
SANTA BARBARA, CA · Since 2016
D'ARCY CAPITAL MANAGEMENT, LLC
SAN DIEGO, CA · Since 2021
ALPHA SOLUTIONS INVESTMENT ADVISORS
SOUTH SAN FRANCISCO, CA · Since 2022
FALCON BRIDGE CAPITAL
OAKLAND, CA · Since 2011
TWEET MANAGEMENT SERVICES, INC.
LA MESA, CA · Since 2026
CI GLOBAL INVESTMENTS INC.
OAKLAND, CA · Since 2011
FISCHER INVESTMENT STRATEGIES, LLC
WESTLAKE VILLAGE, CA · Since 2019
IGP INDUSTRIES, LLC
SAN FRANCISCO, CA · Since 2012
ENCORE CONSUMER CAPITAL, LP
SAN FRANCISCO, CA · Since 2012
GASBER FINANCIAL ADVISORS, INC
FOLSOM, CA · Since 2011
CLEARLIGHT PARTNERS MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2012
WWM FINANCIAL
CARSLBAD, CA · Since 2011
CLEARLAKE CAPITAL GROUP, L.P.
SANTA MONICA, CA · Since 2012
CLOCKTOWER GROUP, L.P.
SANTA MONICA, CA · Since 2015
REBALANCE LLC
PALO ALTO, CA · Since 2011
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
SAN FRANCISCO, CA · Since 2019
BAY HILLS CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2012
SEAFARER CAPITAL PARTNERS, LLC
LARKSPUR, CA · Since 2011
PENSERRA CAPITAL MANAGEMENT LLC
ORINDA, CA · Since 2014
AWM GLOBAL ADVISORS
SAN DIEGO, CA · Since 2011
OPEN DOOR INVESTMENT MANAGEMENT LTD.
SAN FRANCISCO, CA · Since 2011
LEGACY PARTNERS, LLC
LOS ANGELES, CA · Since 2011
TENZING GLOBAL
SAN FRANCISCO, CA · Since 2019
NIPUN CAPITAL, L.P.
FOSTER CITY, CA · Since 2013
ANGELES WEALTH MANAGEMENT, LLC
SANTA MONICA, CA · Since 2012
OCEAN AVENUE CAPITAL PARTNERS, L.P.
SANTA MONICA, CA · Since 2012
FRANCISCO PARTNERS
SAN FRANCISCO, CA · Since 2012
TANO CAPITAL, LLC
SAN MATEO, CA · Since 2012
THE GORES GROUP, LLC
BEVERLY HILLS, CA · Since 2012
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
RANCHO SANTA FE, CA · Since 2017
REGIS METRO ASSOCIATES, INC.
SAN FRANCISCO, CA · Since 2012
CORRIDOR CAPITAL, LLC
LOS ANGELES, CA · Since 2021
FLORIN PENSIONS LLC
SAN FRANCISCO, CA · Since 2012
WESTBRIDGE CAPITAL US ADVISORS, LP
SAN MATEO, CA · Since 2012
NRI WEALTH MANAGEMENT, LLC
SANTA CLARA, CA · Since 2022
ALTOS VENTURES MANAGEMENT, INC.
BURLINGAME, CA · Since 2017
FORESITE CAPITAL
WEST HOLLYWOOD, CA · Since 2014
YIHENG CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2013
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
NOVATO, CA · Since 2016
LEGION PARTNERS ASSET MANAGEMENT, LLC
LOS ANGELES, CA · Since 2012
ACCRETIVE WEALTH MANAGEMENT, LLC
SAN RAMON, CA · Since 2020
FMB RETIREMENT SERVICES
WESTLAKE VILLAGE, CA · Since 2012
MARRICK WEALTH
IRVINE, CA · Since 2022
DRH INVESTMENTS, INC.
THOUSAND OAKS, CA · Since 2019
ANFIELD CAPITAL MANAGEMENT, LLC
IRVINE, CA · Since 2013
FAIRCHILD FINANCIAL ADVISORS, INC.
FOLSOM, CA · Since 2021
ELMWOOD WEALTH MANAGEMENT
BERKELEY, CA · Since 2017
ANTHOS CAPITAL
SANTA MONICA, CA · Since 2020
FOUNDERS CIRCLE CAPITAL, LLC
CAMPBELL, CA · Since 2014
HIGHBAR PARTNERS
MENLO PARK, CA · Since 2020
SUN GROUP WEALTH PARTNERS LLC
IRVINE, CA · Since 2014
VALIDEX GLOBAL INVESTING
SAN DIEGO, CA · Since 2013
ACCORD EQUITY ADVISORS LLC
SAN FRANCISCO, CA · Since 2023
METIS GLOBAL PARTNERS, LLC
SAN DIEGO, CA · Since 2015
CRABEL CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2017
KEENAN CAPITAL, LLC
BURLINGAME, CA · Since 2018
NEWFRONT RETIREMENT SERVICES, INC.
SAN MATEO, CA · Since 2014
LIFE STRATEGIES, INC.
LA JOLLA, CA · Since 2025
RCLCO FUND ADVISORS, LLC
LOS ANGELES, CA · Since 2014
REDWOOD INVESTMENT GROUP, INC
FORT BRAGG, CA · Since 2021
APPIAN WAY FINANCIAL
PASADENA, CA · Since 2024
DEDICATED CAPITAL ADVISORS, LLC
SAN FRANCISCO, CA · Since 2013
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
ROSEVILLE, CA · Since 2021
BANYAN TREE ASSET MANAGEMENT, LLC
TORRANCE, CA · Since 2013
STERLING RETIREMENT GROUP OF SACRAMENTO
ROSEVILLE, CA · Since 2023
EVERMONT WEALTH
CLAREMONT, CA · Since 2020
PORT STREET INVESTMENTS, LLC
NEWPORT BEACH, CA · Since 2013
NEXUS CAPITAL MANAGEMENT LP
LOS ANGELES, CA · Since 2014
BENGAL ASSET MANAGEMENT, LLC
SANTA MONICA, CA · Since 2018
TRANSGLOBAL ADVISORY, LLC
MONROVIA, CA · Since 2023
NAVIGOE, LLC
REDONDO BEACH, CA · Since 2013
ACME
SAN FRANCISCO, CA · Since 2017
WEALTH TEAMS ALLIANCE
IRVINE, CA · Since 2022
STRATEGY CAPITAL LLC
LOS ALTOS, CA · Since 2018
SANDBRIDGE INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA · Since 2018
THIELEN CAPITAL CORPORATION
LADERA RANCH, CA · Since 2025
CABLE CAR CAPITAL, LP
SAN FRANCISCO, CA · Since 2023
ALTA PARK CAPITAL, LP
SAN FRANCISCO, CA · Since 2017
SABAL INVESTMENT ADVISORS, LLC
IRVINE, CA · Since 2016
INSIGNIA CAPITAL GROUP, L.P.
WALNUT CREEK, CA · Since 2015
NOBLE WEALTH MANAGEMENT, INC.
NEWPORT BEACH, CA · Since 2016
SHUSTER ADVISORY GROUP, LLC
PASADENA, CA · Since 2015
LEWIS FINANCIAL, LLC
SAN LUIS OBISPO, CA · Since 2025
BULL OAK CAPITAL, LLC
RANCHO SANTA FE, CA · Since 2022
ONE DEGREE ADVISORS, INC.
SAN DIEGO, CA · Since 2014
TILLER PARTNERS, LLC
BEVERLY HILLS, CA · Since 2014
WIL, LLC
PALO ALTO, CA · Since 2022
CERDA MUNOZ ADVISORS, INC
WHITTIER, CA · Since 2021
OCTAVEWEALTH
SAN FRANCISCO, CA · Since 2014
VECTOR CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2014
OPUS PRIVATE WEALTH GROUP, LLC
ORANGE, CA · Since 2025
STRATTAM CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2014
CORBEL CAPITAL PARTNERS
LOS ANGELES, CA · Since 2022
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
PASADENA, CA · Since 1980
GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA · Since 2014
RPG INVESTMENT ADVISORY, LLC
PLEASANTON, CA · Since 2014
PACIFIC EXCEL WEALTH ADVISORS, INC.
WALNUT CREEK, CA · Since 2025
COUNTERPOINT FUNDS
SAN DIEGO, CA · Since 2014
INSIGHT INVESTMENT COUNSEL
EL SEGUNDO, CA · Since 2021
CEDARSTONE ADVISORS
THOUSAND OAKS, CA · Since 2018
LAZARI CAPITAL MANAGEMENT, INC.
BURBANK, CA · Since 2018
ASPIREAN WEALTH, LLC
MILL VALLEY, CA · Since 2021
CASILIO LEITCH INVESTMENTS
WALNUT CREEK, CA · Since 2017
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
LOS GATOS, CA · Since 2015
WARREN STREET WEALTH ADVISORS, LLC
IRVINE, CA · Since 2019
FALCON WEALTH PLANNING, INC.
ONTARIO, CA · Since 2018
PATHWISE
WALNUT CREEK, CA · Since 2021
FLEXPATH STRATEGIES
ALISO VIEJO, CA · Since 2015
PENSERRA GLOBAL INVESTORS LLC
ORINDA, CA · Since 2024
SOUTH BAY FINANCIAL PARTNERS
TORRANCE, CA · Since 2017
DEL MAR WEALTH MANAGEMENT INC
DEL MAR, CA · Since 2020
STONE STEPS FINANCIAL, LLC
ENCINITAS, CA · Since 2024
WE ALLIANCE WEALTH ADVISORS, INC.
ROSEVILLE, CA · Since 2018
CRESCENT CAP ADVISORS, LLC
LOS ANGELES, CA · Since 2015
URBAN INVESTMENT ADVISORS
LARKSPUR, CA · Since 2015
REDWOOD COAST FINANCIAL PARTNERS
EUREKA, CA · Since 2021
FINEC ASSET MANAGEMENT
SAN DIEGO, CA · Since 2025
DIVERSIFI CAPITAL INC
LOS ALTOS, CA · Since 2021
CORDILLERA INVESTMENT PARTNERS, L.P.
SAN FRANCISCO, CA · Since 2018
HOMESTEAD CAPITAL USA, LLC
SAN FRANCISCO, CA · Since 2015
SPYGLASS CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2017
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES, CA · Since 2017
MAIN MANAGEMENT FUND ADVISORS, LLC
SAN FRANCISCO, CA · Since 2015
SLATED ANALYTICS, LLC
LOS ANGELES, CA · Since 2015
PENCE CAPITAL MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2023
BACKER
SAN FRANCISCO, CA · Since 2015
CAMELOT CAPITAL PARTNERS LLC
LAGUNA BEACH, CA · Since 2017
TRUE LINK FINANCIAL ADVISORS
SAN FRANCISCO, CA · Since 2018
PROSPERITY ROAD, LLC
SANTA ANA, CA · Since 2020
HOFER & ASSOCIATES WEALTH MANAGEMENT
THOUSAND OAKS, CA · Since 2022
FINANCIAL FOCUS LLC
CARLSBAD, CA · Since 2018
CALMWATER CAPITAL
EL SEGUNDO, CA · Since 2017
ARES FINANCIAL CONSULTING LLC
CALABASAS, CA · Since 2021
GOODSTEIN WEALTH MANAGEMENT LLC
ENCINO, CA · Since 2023
KINETIC INVESTMENT MANAGEMENT, INC.
LOS ANGELES, CA · Since 2020
GUGGENHEIM WEALTH SOLUTIONS, LLC
SANTA MONICA, CA · Since 2016
PROPEL VENTURE PARTNERS MANAGEMENT CO.
SAN CARLOS, CA · Since 2022
TESSARA WEALTH
BURLINGAME, CA · Since 2025
WOLFGANG CAPITAL
TEMECULA, CA · Since 2025
TORONADO PARTNERS LLC
SAN FRANCISCO, CA · Since 2019
FALL LINE CAPITAL, LLC
SAN MATEO, CA · Since 2020
WEALTHRISE FINANCIAL PLANNING, LLC
CARLSBAD, CA · Since 2025
BRIGHTPLAN LLC
SAN JOSE, CA · Since 2016
WESTSHORE WEALTH
NEWPORT BEACH, CA · Since 2016
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
PASADENA, CA · Since 2025
IFC
AUBURN, CA · Since 2025
CMR CAPITAL MANAGEMENT, LLC
PASADENA, CA · Since 2016
O'BRIEN INVESTMENT MANAGEMENT, LLC
TORRANCE, CA · Since 2020
TTP INVESTMENTS, INC.
SAN JOSE, CA · Since 2016
SEABIRD INVESTMENT PARTNERS
SAN DIEGO, CA · Since 2016
PACIFIC SUN FINANCIAL CORP
LOS ANGELES, CA · Since 2016
SEPULVEDA MANAGEMENT LLC
LOS ANGELES, CA · Since 2016
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
MENLO PARK, CA · Since 2020
DERIVE WEALTH
PASADENA, CA · Since 2025
REGENTS PARK FUNDS, LLC
IRVINE, CA · Since 2017
ADVANCED PORTFOLIO STRATEGIES
TORRANCE, CA · Since 2024
HIGHLINE WEALTH PARTNERS
SHERMAN OAKS, CA · Since 2016
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2016
GREENSHIELDS CAPITAL LLC
EL SEGUNDO, CA · Since 2021
BAYBRIDGE CAPITAL GROUP, LLC
LIVERMORE, CA · Since 2018
POLYCHAIN CAPITAL LP
SAN FRANCISCO, CA · Since 2018
HANKE & APOLONIO WEALTH ADVISORS LLC
SAN FRANCISCO, CA · Since 2025
CETERA ADVISORY SERVICES LLC
EL SEGUNDO, CA · Since 2016
FIDUCIARY FINANCIAL GROUP, LLC
SAN RAFAEL, CA · Since 2021
1SHARPE CAPITAL LLC
SAN FRANCISCO, CA · Since 2017
LIBERTY WEALTH MANAGEMENT, LLC
OAKLAND, CA · Since 2018
STRATEGIC GLOBAL ADVISORS, LLC
NEWPORT BEACH, CA · Since 2017
CANDIDE GROUP
OAKLAND, CA · Since 2020
BEYOND FINANCIAL SERVICES
FREMONT, CA · Since 2017
MONARCH PLAN ADVISORS
SIMI VALLEY, CA · Since 2017
ARGOS GLOBAL ADVISORS, LLC
SANTA BARBARA, CA · Since 2018
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
SAN LUIS OBISPO, CA · Since 2019
SAS FINANCIAL ADVISORS, LLC.
SAN FRANCISCO, CA · Since 2022
CRESCENT COVE ADVISORS, LP
SAN FRANCISCO, CA · Since 2021
SST BENEFITS CONSULTING
ALISO VIEJO, CA · Since 2017
FPA REAL ESTATE ADVISERS GROUP, LLC
IRVINE, CA · Since 2017
KANANI ADVISORY GROUP INC.
IRVINE, CA · Since 2022
IMPACT FIDUCIARY LLC
PASADENA, CA · Since 2025
MAIN MANAGEMENT ETF ADVISORS, LLC
SAN FRANCISCO, CA · Since 2017
RIOT VENTURES MANAGEMENT, LLC
VENICE, CA · Since 2022
RING MOUNTAIN CAPITAL, LLC
TIBURON, CA · Since 2024
KINGSWOOD WEALTH ADVISORS, LLC
SAN DIEGO, CA · Since 2017
M2 CAPITAL ADVISORS
VALENCIA, CA · Since 2026
HUNT WEALTH MANAGEMENT
CONCORD, CA · Since 2026
CLEARVIEW WEALTH MANAGEMENT
IRVINE, CA · Since 2021
WEALTHFRONT STRATEGIES LLC
PALO ALTO, CA · Since 2017
MARIN BAY WEALTH ADVISORS, LLC
SAN ANSELMO, CA · Since 2017
PROSSIMO ADVISORS LLC
SAN LUIS OBISPO, CA · Since 2020
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC
BEVERLY HILLS, CA · Since 2017
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
CARLSBAD, CA · Since 2018
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
SHERMAN OAKS, CA · Since 2024
KITTYHAWK VENTURES, LLC
LOS ANGELES, CA · Since 2026
IBN ASSET MANAGEMENT, LLC
THOUSAND OAKS, CA · Since 2020
WEALTH COMPASS FINANCIAL, INC.
CARLSBAD, CA · Since 2026
OAKTREE FUND ADVISORS, LLC
LOS ANGELES, CA · Since 2018
AMITY VENTURES
SAN FRANCISCO, CA · Since 2022
BOSMAN WEALTH MANAGEMENT, LLC
REDLANDS, CA · Since 2025
PARALLAXES CAPITAL
LOS ANGELES, CA · Since 2021
YODER WEALTH MANAGEMENT
WALNUT CREEK, CA · Since 2019
RRG CAPITAL MANAGEMENT LLC
LOS ANGELES, CA · Since 2018
LIBRETTO
LOS ANGELES, CA · Since 2018
H&H INTERNATIONAL INVESTMENT, LLC
PALO ALTO, CA · Since 2018
GRANT PRIVATE WEALTH MANAGEMENT
PLEASANTON, CA · Since 2024
STITES FINANCIAL CONSULTING
WILTON, CA · Since 2025
RPA FINANCIAL, LLC
SAN RAFAEL, CA · Since 2018
BOLDIN ADVISORS
MILL VALLEY, CA · Since 2025
SONOMA BRANDS CAPITAL
SONOMA, CA · Since 2020
BANNEKER PARTNERS LLC
SAN FRANCISCO, CA · Since 2020
HUMAN CAPITAL
SAN FRANCISCO, CA · Since 2020
VILLAGE WEALTH ADVISORS
WESTLAKE VILLAGE, CA · Since 2021
WEALTHGUARD ADVISORS, INC.
PLACERVILLE, CA · Since 2021
RETIREMENT WELLNESS GROUP
PASADENA, CA · Since 2018
NINEPOINTTWO CAPITAL LLC
LOS ANGELES, CA · Since 2021
PLATT WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2018
GREAT GABLE WEALTH MANAGEMENT, LLC
BEVERLY HILLS, CA · Since 2021
CATALYST WEALTH ADVISORS LLC
NEWPORT BEACH, CA · Since 2024
AUSPICIOUS FINANCIAL PLANNING, LLC
SAN RAMON, CA · Since 2018
ALBERT INVESTMENTS, LLC
SANTA BARBARA, CA · Since 2018
3(38) INVESTMENT FIDUCIARIES
SIMI VALLEY, CA · Since 2018
ARCA INVESTMENT MANAGEMENT, LLC
MARINA DEL REY, CA · Since 2022
ACQUIRERS FUNDS, LLC
ROLLING HILLS, CA · Since 2018
BGV VC MANAGEMENT LLC
MENLO PARK, CA · Since 2026
FIN CAPITAL
SAN FRANCISCO, CA · Since 2022
WE FINANCIAL GROUP
SAN FRANCISCO, CA · Since 2025
SPECTRUM WEALTH ADVISORY GROUP, LLC
GRANITE BAY, CA · Since 2018
HW CAPITAL LLC
SANTA MONICA, CA · Since 2018
DIMENSIONS WEALTH MANAGEMENT, LLC
ROSEVILLE, CA · Since 2022
ATWATER CAPITAL, LLC
LOS ANGELES, CA · Since 2021
CAVU WEALTH MANAGEMENT
LAKESIDE, CA · Since 2024
PARADIGM OPERATIONS LP
SAN FRANCISCO, CA · Since 2019
NO STREET GP LP
SAN FRANCISCO, CA · Since 2018
ALTRUIST LLC
CULVER CITY, CA · Since 2019
AMERICAN INFRASTRUCTURE
FOSTER CITY, CA · Since 2018
LIQUID CAPITAL MANAGEMENT LLC
LOS ANGELES, CA · Since 2020
ONEPRIME CAPITAL
PALO ALTO, CA · Since 2020
VIENNA ASSET MANAGEMENT LLC
SARATOGA, CA · Since 2021
SMASH VENTURES MANAGEMENT COMPANY LP
WEST HOLLYWOOD, CA · Since 2020
STOCK FARM PARTNERS LLC
PALO ALTO, CA · Since 2020
AHOY CAPITAL
PALO ALTO, CA · Since 2019
OLIVE STREET CAPITAL PARTNERS LLC
LOS ANGELES, CA · Since 2025
FOUNDRY FINANCIAL LLC
PASADENA, CA · Since 2025
DAI ADVISORS
MENLO PARK, CA · Since 2020
EMERALD LAKE CAPITAL MANAGEMENT, L.P.
SANTA MONICA, CA · Since 2019
PHILLIP B. WHITE CO., INC
SAN LUIS OBISPO, CA · Since 2019
DRAGONFLY DIGITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2022
K2 FINANCIAL INC.
GLENDORA, CA · Since 2021
TAMALPAIS ASSET MANAGEMENT
LARKSPUR, CA · Since 2025
ALTUM WEALTH ADVISORS
CHICO, CA · Since 2025
CLEVERALPHA
HAWTHORNE, CA · Since 2019
PAN GLOBAL ADVISERS, LLC
NEWPORT BEACH, CA · Since 2019
FARTHER
SAN FRANCISCO, CA · Since 2019
ORSO PARTNERS, LP
SOUTH SAN FRANCISCO, CA · Since 2021
21 WEST WEALTH MANAGEMENT LLC
TUSTIN, CA · Since 2025
SUNSTONE PARTNERS
SAN MATEO, CA · Since 2019
HALSEYPOINT ASSET MANAGEMENT
EL SEGUNDO, CA · Since 2019
ALTERNATIVE ACCESS FUNDS, LLC
EL SEGUNDO, CA · Since 2020
ILLUMEN CAPITAL MANAGEMENT, LLC
OAKLAND, CA · Since 2022
FERMATA ADVISORS
SONOMA, CA · Since 2019
BENCHMARK ADVISORY SERVICES, LLC
SAN DIEGO, CA · Since 2019
ARCA CAPITAL MANAGEMENT
MARINA DEL REY, CA · Since 2020
SHEPHERD STREET ADVISORS
LARKSPUR, CA · Since 2025
RAYLIANT INVESTMENT RESEARCH
NEWPORT BEACH, CA · Since 2020
CIM CAPITAL SA MANAGEMENT, LLC
LOS ANGELES, CA · Since 2019
STATHEROS FINANCIAL SOLUTIONS, INC.
EL DORADO HILLS, CA · Since 2019
WARM SPRINGS ADVISORS INC.
LARKSPUR, CA · Since 2025
TERRA FIRMA ASSET MANAGEMENT
SAN FRANCISCO, CA · Since 2020
CROSSPOINT CAPITAL PARTNERS, LP
MENLO PARK, CA · Since 2020
VILA, LLC
SAN FRANCISCO, CA · Since 2020
CHARGER INVESTMENT PARTNERS LP
EL SEGUNDO, CA · Since 2020
WFA OF SAN DIEGO
SAN DIEGO, CA · Since 2020
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
PALO ALTO, CA · Since 2023
SER CAPITAL PARTNERS MANAGEMENT, LP
REDWOOD CITY, CA · Since 2022
INTEGRITY GROWTH PARTNERS, L.P.
LOS ANGELES, CA · Since 2022
AUDENT GLOBAL ASSET MANAGEMENT, LLC
WEST HOLLYWOOD, CA · Since 2020
AMARA FINANCIAL, LLC
SAN FRANCISCO, CA · Since 2020
HONTE ADVISORS LLC
BERKELEY, CA · Since 2020
DUCENTA SQUARED ASSET MANAGEMENT
EL SEGUNDO, CA · Since 2020
MERCURY ADVISORY, LLC
SAN FRANCISCO, CA · Since 2020
TIDWELL WEALTH MANAGEMENT LLC
ROCKLIN, CA · Since 2026
INCLUSIVE CAPITAL PARTNERS, L.P.
SAN FRANCISCO, CA · Since 2020
ALTURA WEALTH ADVISORS INC.
SANTA CLARA, CA · Since 2021
SAN LUIS WEALTH ADVISORS
SAN LUIS OBISPO, CA · Since 2020
CORNERSTONE WEALTH ADVISORS, INC.
CARLSBAD, CA · Since 2025
WINTERS FINANCIAL GROUP, INC.
WESTLAKE VILLAGE, CA · Since 2021
VANTAGE FINANCIAL GROUP
AUBURN, CA · Since 2026
SDS REAL ESTATE ADVISORS
LOS ANGELES, CA · Since 2021
GOLDENSTONE WEALTH MANAGEMENT
EL DORADO HILLS, CA · Since 2023
SILICON BEACH WEALTH, LLC
MARINA DEL REY, CA · Since 2025
CARBON COLLECTIVE INVESTING, LLC
OAKLAND, CA · Since 2020
HH CAPITAL MANAGEMENT, INC.
HERMOSA BEACH, CA · Since 2020
VANCE WEALTH
SANTA CLARITA, CA · Since 2020
EAST BEACH ASSET MANAGEMENT, LLC
LOS ANGELES, CA · Since 2024
HERCULES ADVISER LLC
SAN MATEO, CA · Since 2021
CERRO PACIFIC WEALTH ADVISORS, LLC
SAN LUIS OBISPO, CA · Since 2020
FLIGHT DECK CAPITAL, LP
SAN FRANCISCO, CA · Since 2021
BANYAN ALPHA INVESTMENT L.P.
SOUTH SAN FRANCISCO, CA · Since 2021
SIDEPOCKET INCORPORATED
SAN FRANCISCO, CA · Since 2020
RSC ASSET MANAGEMENT GROUP, LLC
STUDIO CITY, CA · Since 2024
RCF ASSET MANAGEMENT GROUP 3, LLC
STUDIO CITY, CA · Since 2024
SEEK FIRST INC.
CAMPBELL, CA · Since 2023
SAVANT PARTNERS, LLC
SAN MATEO, CA · Since 2021
HARBOR HILLS FINANCIAL ADVISORS
MONTECITO, CA · Since 2025
BANCREEK CAPITAL MANAGEMENT, LP
SANTA MONICA, CA · Since 2021
CORAL TREE MANAGEMENT, LP
LOS ANGELES, CA · Since 2021
MILLER AVENUE ADVISORS LLC
MILL VALLEY, CA · Since 2024
CHOKSHI & QUEEN WEALTH ADVISORS
SAN DIEGO, CA · Since 2021
ANDRA CAPITAL LLC
SAN FRANCISCO, CA · Since 2026
FIRST LIGHT RETIREMENT, LLC
DEL MAR, CA · Since 2021
CUADRILLA CAPITAL, LLC
SANTA BARBARA, CA · Since 2021
SECTION PARTNERS MANAGEMENT, LLC
PALO ALTO, CA · Since 2021
THEPARTNERS WEALTH MANAGEMENT
CARMEL BY THE SEA, CA · Since 2021
KELSEY FINANCIAL, LLC
MOORPARK, CA · Since 2024
ARCHITECT CAPITAL CORP.
SAN FRANCISCO, CA · Since 2023
CENTER CAPITAL PARTNERS LLC
BEVERLY HILLS, CA · Since 2024
ATTENTIVE INVESTMENTS, LLC
STOCKTON, CA · Since 2021
LAKE AVENUE FINANCIAL LLC
PASADENA, CA · Since 2021
GT INVESTMENT PARTNERS, LP
IRVINE, CA · Since 2022
ESSENTIAL PARTNERS LLC
RANCHO SANTA FE,, CA · Since 2022
OPTIMIZE FINANCIAL INC.
LAGUNA HILLS, CA · Since 2021
NORTHSTAR INVESTMENT ADVISORY LLC
WEST HOLLYWOOD, CA · Since 2021
ONWARD ADVISORS LLC
PASADENA, CA · Since 2022
UNITY WEALTH PARTNERS
NEWPORT BEACH, CA · Since 2024
KAIYO WEALTH LLC
SAN DIEGO, CA · Since 2026
GORDONMD GLOBAL INVESTMENTS LP
BEVERLY HILLS, CA · Since 2023
LAVELLE CAPITAL
SAN FRANCISCO, CA · Since 2021
ALLOCATE MANAGEMENT COMPANY, LLC
PALO ALTO, CA · Since 2022
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT BEACH, CA · Since 2021
PARNASSUS INVESTMENTS, LLC
SAN FRANCISCO, CA · Since 2021
HERITAGE WEALTH MANAGEMENT, INC.
SAN DIEGO, CA · Since 2021
ABUNDANT WEALTH PARTNERS, LLC
SANTA BARBARA, CA · Since 2026
CALTIER ADVISORS, LLC
POWAY, CA · Since 2023
PEAK FINANCIAL PLANNING
CANOGA PARK, CA · Since 2026
BONDBLOXX
LARKSPUR, CA · Since 2021
SKY VISION WEALTH MANAGEMENT CORP.
IRVINE, CA · Since 2022
BLOOM INVESTMENT ADVISORS, LLC
SAN FRANCISCO, CA · Since 2021
FRAZIER LIFE SCIENCES MANAGEMENT, LP
PALO ALTO, CA · Since 2021
WERLEMANN WEALTH MANAGEMENT
NEWPORT BEACH, CA · Since 2022
RED IRON GROUP MANAGEMENT, LLC
MENLO PARK, CA · Since 2022
L2 POINT MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2023
WHITTIER ADVISORS, LLC
NEWPORT BEACH, CA · Since 2022
PORTFOLIO DESIGN LABS, LLC
ENCINO, CA · Since 2023
ATALA FINANCIAL INC
CALABASAS, CA · Since 2022
HAUN VENTURES MANAGEMENT LP
MENLO PARK, CA · Since 2023
ARTA FINANCE
MOUNTAIN VIEW, CA · Since 2022
LIGHTSPEED FACTION
PALO ALTO, CA · Since 2022
CFT CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2022
SHIMA CAPITAL MANAGEMENT LLC
IRVINE, CA · Since 2022
LUCASHILL, LLC
PALO ALTO, CA · Since 2022
CONCENTRIC
WALNUT CREEK, CA · Since 2022
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
LOS ANGELES, CA · Since 2022
VINCIMUS CAPITAL, LLC
MALIBU, CA · Since 2022
DCA FAMILY OFFICE, LLC
ROSEVILLE, CA · Since 2023
DISTRIBUTION COGNIZANT, LLC
PALO ALTO, CA · Since 2022
STEP ADVISERS, LLC
PALO ALTO, CA · Since 2022
TVV ADVISERS, LLC
PLEASANTON, CA · Since 2022
LI ENTERPRISES
SAN FRANCISCO, CA · Since 2023
AUTILUS PARTNERS LLC
SANTA MONICA, CA · Since 2025
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
SAN DIEGO, CA · Since 2022
LLOYD TEVIS INVESTMENTS, LLC
LAFAYETTE, CA · Since 2022
KURV INVESTMENT MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2023
KILONOVA CAPITAL
SAN FRANCISCO, CA · Since 2023
MEKETA FIDUCIARY MANAGEMENT, LLC
CARLSBAD, CA · Since 2022
ALIGN WEALTH MANAGEMENT, LLC
SAN JOSE, CA · Since 2026
JOCELYN INVESTMENT MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2022
TRUELINK CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2022
SUNSTONE ADVISORS, LLC
IRVINE, CA · Since 2023
CRESCENT CAP NT ADVISORS, LLC
LOS ANGELES, CA · Since 2023
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2023
ARISTOTLE INVESTMENT SERVICES, LLC
NEWPORT BEACH, CA · Since 2023
TRI-AD CAPITAL MANAGEMENT I, LLC
ESCONDIDO, CA · Since 2023
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
STUDIO CITY, CA · Since 2024
EXCOLERE EQUITY PARTNERS, LLC
LOS ANGELES, CA · Since 2024
ENTRUST INVESTMENT SERVICES, INC
CAMPBELL, CA · Since 2024
AVILA REAL ESTATE CAPITAL
CORTE MADERA, CA · Since 2025
CHECKPOINT CAPITAL L.P.
SAN FRANCISCO, CA · Since 2025
SYMBIOTIC CAPITAL
LOS ANGELES, CA · Since 2023
ACCELERATE RETIREMENT
ALISO VIEJO, CA · Since 2023
BPM WEALTH ADVISORS, LLC
SAN FRANCISCO, CA · Since 2023
FREC
SAN FRANCISCO, CA · Since 2023
STRATEGIC WEALTH CAPITAL
SAN FRANCISCO, CA · Since 2023
SENTINEL GLOBAL
SAN FRANCISCO, CA · Since 2025
RCF ASSET MANAGEMENT GROUP 4, LLC
STUDIO CITY, CA · Since 2024
ELI CIRCLE CAPITAL, LP
LOS ANGELES, CA · Since 2025
REVITATE FUND ADVISOR LLC
NEWPORT BEACH, CA · Since 2023
SOCIALTRADER
SAN DIEGO, CA · Since 2023
STIRLING FINANCIAL GROUP
SAN DIEGO, CA · Since 2024
EAGLE WEALTH MANAGEMENT GROUP INC.
VALENCIA, CA · Since 2023
BERILIUM
LAKE FOREST, CA · Since 2023
JUST FUTURES
SAN FRANCISCO, CA · Since 2026
ANCHOR BAY PRIVATE WEALTH LLC
CARLSBAD, CA · Since 2023
FIRST TURN MANAGEMENT, LLC
SOLANA BEACH, CA · Since 2023
ELITE PORTFOLIOS
CARMEL BY THE SEA, CA · Since 2023
HERON FINANCE
SAN FRANCISCO, CA · Since 2023
TIDEMARK, LLC
SAN DIEGO, CA · Since 2023
TOTAL WEALTH SOLUTIONS
LOS ALTOS, CA · Since 2026
IVY INVEST CORPORATION
SAN FRANCISCO, CA · Since 2024
MCT ENTERTAINMENT ADVISORS LLC
WEST HOLLYWOOD, CA · Since 2025
LONGEVITY CAPITAL MANAGEMENT
THOUSAND OAKS, CA · Since 2024
TREND TRADE PRO, LLC
PASADENA, CA · Since 2024
PRESTON CAPITAL
ALISO VIEJO, CA · Since 2023
BANCREEK CAPITAL ADVISORS, LLC
SANTA MONICA, CA · Since 2023
AI FUNDS
SAUSALITO, CA · Since 2026
KMT WEALTH MANAGEMENT, LLC
HERMOSA BEACH, CA · Since 2024
FINVEST
SAN FRANCISCO, CA · Since 2024
SOVRAN ADVISORS, LLC
SAN DIEGO, CA · Since 2024
TRIAVERA CAPITAL LLC
LARKSPUR, CA · Since 2025
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
POWAY, CA · Since 2024
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
SAN JUAN CAPISTRANO, CA · Since 2024
ATLAS LEGACY ADVISORS LLC
LOS ANGELES, CA · Since 2024
COVE
SANTA CLARA, CA · Since 2024
ARIMATHEA
FORT BRAGG, CA · Since 2024
SYNTHETICFI LLC
SAN FRANCISCO, CA · Since 2024
ARC ADVISORY LLC
SAN FRANCISCO, CA · Since 2024
ATOMIC VAULTS ADVISORS LLC
SAN FRANCISCO, CA · Since 2024
KETRON FINANCIAL LLC
NOVATO, CA · Since 2024
WALK-ON CAPITAL, LLC
LOS ANGELES, CA · Since 2024
TERRAFIRMA WEALTH PARTNERS
WALNUT CREEK, CA · Since 2025
MUNIFI, LLC
HERMOSA BEACH, CA · Since 2024
SLO MONEY MANAGERS
ATASCADERO, CA · Since 2024
C1 ADVISORS LLC
PALO ALTO, CA · Since 2025
MOSTT INC.
SHERMAN OAKS, CA · Since 2024
SYRIOS WEALTH MANAGEMENT GROUP
LA JOLLA, CA · Since 2024
COMPOSITION CAPITAL LP
LOS ANGELES, CA · Since 2024
FORONJY FINANCIAL
SANTA BARBARA, CA · Since 2024
M83 INVESTMENT GROUP, LLC
CALABASAS, CA · Since 2024
TIDECREST WEALTH MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2024
COGENUITY PARTNERS, LLC
SAN FRANCISCO, CA · Since 2025
HIGHLINE ASSET MANAGEMENT, LLC
SHERMAN OAKS, CA · Since 2025
LINEPOINT PARTNERS & CO.
LOS ANGELES, CA · Since 2024
DRC INVESTMENT ADVISORS, LLC
SANTA MONICA, CA · Since 2025
NESTYIELD ETFS
DOWNEY, CA · Since 2024
EVERY SECURITIES LLC
SACRAMENTO, CA · Since 2024
PENSERRA WEALTH MANAGEMENT
ORINDA, CA · Since 2024
CHANGE FORCES
PORTOLA VALLEY, CA · Since 2026
BAYHUNT CAPITAL LLC
MILL VALLEY, CA · Since 2024
JET WEALTH ADVISORS
LA JOLLA, CA · Since 2026
BALANCE CASH MANAGEMENT INC.
SAN FRANCISCO, CA · Since 2025
ADVICE ONLY
SAN DIEGO, CA · Since 2026
ANCHOR POINT FINANCIAL
BAKERSFIELD, CA · Since 2025
SENECA PRIVATE WEALTH, LLC
LOS ANGELES, CA · Since 2025
ERA FINANCIAL ADVISORS
COVINA, CA · Since 2025
NIM WEALTH SOLUTIONS
SAN JOSE, CA · Since 2026
SESTANTE FAMILY OFFICE
CORONADO, CA · Since 2025
VERITA STRATEGIC WEALTH PARTNERS, LLC
SAN FRANCISCO, CA · Since 2025
SONOMA ALLOCATIONS
SANTA ROSA, CA · Since 2025
AFT US CAPITAL LLC
SAN FRANCISCO, CA · Since 2025
DACHTLER WEALTH ADVISORS, LLC
FOLSOM, CA · Since 2025
THRYVE WEALTH MANAGEMENT
SANTA BARBARA, CA · Since 2025
DEEP BLUE CAPITAL
NEWPORT BEACH, CA · Since 2026
SQUARE NINE CAPITAL, LP
LOS ANGELES, CA · Since 2025
GRIFFIN GLOBAL ASSET MANAGEMENT
LOS ANGELES, CA · Since 2025
ARIXA MANAGEMENT, LLC
LOS ANGELES, CA · Since 2025
SPIEGELMAN WEALTH MANAGEMENT, INC.
WALNUT CREEK, CA · Since 2025
TORREY-PAYNE WEALTH MANAGEMENT
PASADENA, CA · Since 2025
KTF INVESTMENTS, LLC
SEAL BEACH, CA · Since 2025
DUCERE WEALTH MANAGEMENT
NEWPORT BEACH, CA · Since 2025
CONTANGO WEALTH MANAGEMENT LLC
OAKLAND, CA · Since 2025
ENRICH FINANCE LLC
SAN FRANCISCO, CA · Since 2025
MEZZI
MENLO PARK, CA · Since 2025
AGRIGLOBE LAND ADVISORS, LLC
FRESNO, CA · Since 2025
CORGI STRATEGIES, LLC
SAN FRANCISCO, CA · Since 2025
CLERA
BAKERSFIELD, CA · Since 2025
HYPHEN WEALTH MANAGEMENT
LAFAYETTE, CA · Since 2025
ENDURE CAPITAL, LLC
LAKE FOREST, CA · Since 2025
SCOUT WEALTH ADVISORS LLC
PASADENA, CA · Since 2025
ENDOWE ADVISORY LLC
SAN JOSE, CA · Since 2025
OCEAN PATH ADVISORS, LLC
MANHATTAN BEACH, CA · Since 2026
PRELUDE INVESTMENT SERVICES
SAN FRANCISCO, CA · Since 2025
ROBINHOOD VENTURES
MENLO PARK, CA · Since 2026
MILLER FINANCIAL SERVICES, INC.
SAN JUAN CAPISTRANO, CA · Since 2025
CATTON CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA · Since 2025
ULTRA CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2026
ARISTOTLE PACIFIC CLO ADVISER III, LLC
NEWPORT BEACH, CA · Since 2026
YOSHI ADVISORY
SAN FRANCISCO, CA · Since 2026
SPA RIA
SANTA MONICA, CA · Since 2026
R.I.T. WEALTH ADVISORS
SAN LUIS OBISPO, CA · Since 2026
BLUUM INVEST LLC
LOS ANGELES, CA · Since 2026
SHAH WEALTH ADVISORS
CHINO HILLS, CA · Since 2026
BREAKAWAY INDEPENDENT ADVISORS, LLC
SAN DIEGO, CA · Since 2026
CAVU WEALTH ADVISORS, LLC
WALNUT CREEK, CA · Since 2026
ALTRUIST ADVISORS LLC
CULVER CITY, CA · Since 2026
MACRO QUANT PRIVATE WEALTH, LLC
TORRANCE, CA · Since 2026
FACTORY CAPITAL LLC
LOS ANGELES, CA · Since 2026
BANCREEK CAPITAL STRATEGIES, LLC
SANTA MONICA, CA · Since 2026
COSMOS WEALTH, LLC
LA JOLLA, CA · Since 2026
ORION PARTNERS, LLC
SAN FRANCISCO, CA · Since 2026
ZAI TECHNOLOGIES LLC
THOUSAND OAKS, CA · Since 2026
INSIGHTS INVESTMENTS
PALO ALTO, CA · Since 2020
USCF ADVISERS
WALNUT CREEK, CA · Since 2014
VERT ASSET MANAGEMENT LLC
SAUSALITO, CA · Since 2017
TENSILE CAPITAL MANAGEMENT LP
LARKSPUR, CA · Since 2012
BELVERON REAL ESTATE PARTNERS, LLC
SAN FRANCISCO, CA · Since 2016
INRI
MOUNTAIN VIEW, CA · Since 2024
PANTHEON INFRA ADVISORS, LLC
SAN FRANCISCO, CA · Since 2025
FLAHERTY & CRUMRINE INCORPORATED
PASADENA, CA · Since 1983
FINITE MANAGEMENT, LLC
SANTA MONICA, CA · Since 2021
FC360 WEALTH MANAGEMENT, INC.
ROSEVILLE, CA · Since 2021
NEXXUS HOLDINGS ADVISORS LLC
SANTA BARBARA, CA · Since 2014
INTERMEDE GLOBAL PARTNERS INC
SAN FRANCISCO, CA · Since 2017
XOOMFI ADVISORS
SAN JOSE, CA · Since 2021
WEDBUSH FUND ADVISERS, LLC
PASADENA, CA · Since 2025
EMERALD BAY WEALTH MANAGEMENT LLC
TAHOE CITY, CA · Since 2025
PERMIRA CREDIT LLC
MENLO PARK, CA · Since 2024
LINDA A. BARLOW, CFP
SANTA ANA, CA · Since 2001
BRETTON CAPITAL MANAGEMENT
SAN FRANCISCO, CA · Since 2010
7 STREETS FINANCIAL, LLC
SAN DIEGO, CA · Since 2020
LEGALIST
SAN FRANCISCO, CA · Since 2019
EF PORTFOLIO
SACRAMENTO, CA · Since 2026
WILLIAM O'NEIL + COMPANY
LOS ANGELES, CA · Since 2021
BUNKER
SAN FRANCISCO, CA · Since 2022
AJAX HEALTH MANAGEMENT COMPANY, LLC
MENLO PARK, CA · Since 2026
SLW MANAGEMENT COMPANY
SAN FRANCISCO, CA · Since 2024
ISHARA INVESTMENTS LP
LOS ANGELES, CA · Since 2024
WING
NEWPORT BEACH, CA · Since 2025
SIERRA INVESTMENT PARTNERS, INC.
WALNUT CREEK, CA · Since 1995
POWERLAW FUND ADVISER, LLC
SAN FRANCISCO, CA · Since 2025
BARK SECURITIES, LLC
SAN FRANCISCO, CA · Since 2025
TRIPLEPOINT ADVISERS LLC
MENLO PARK, CA · Since 2014
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
PASADENA, CA · Since 2002
AEQUIM ALTERNATIVE INVESTMENTS LP
MILL VALLEY, CA · Since 2018
FINSIE
BELMONT, CA · Since 2021
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
LOS ANGELES, CA · Since 2024
DECODE FINANCE LLC
PALO ALTO, CA · Since 2024
VOLT EQUITY LLC
SAN FRANCISCO, CA · Since 2020
ROUTE ONE INVESTMENT COMPANY, L.P.
SAN FRANCISCO, CA · Since 2011
GROUNDED CAPITAL, LLC
MILL VALLEY, CA · Since 2022
CAPITAL RESEARCH COMPANY
LOS ANGELES, CA · Since 1997
SYLEBRA CAPITAL LLC
PALO ALTO, CA · Since 2022
LITFUND
MILL VALLEY, CA · Since 2025
TCW PT MANAGEMENT COMPANY LLC
LOS ANGELES, CA · Since 2024
WESTCAP MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2020
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2003
ALBITZ/MILOE AND ASSOCIATES, INC.
TORRANCE, CA · Since 1984
SCHMITZ CAPITAL PARTNERS, LLC
MILL VALLEY, CA · Since 1988
WAGNER LOFTIN INVESTMENT SERVICES LLC
PLEASANT HILL, CA · Since 2004
OSTROFE FINANCIAL CONSULTANTS INC
GRASS VALLEY, CA · Since 1989
RCM ROBINSON CAPITAL MANAGEMENT LLC
SACRAMENTO, CA · Since 2007
AVISEN ADVISORS, LLC
SACRAMENTO, CA · Since 2007
CHATTERTON & ASSOCIATES
ANAHEIM, CA · Since 2004
CORE FINANCIAL ADVISORS
SAN BERNARDINO, CA · Since 2013
MFA WEALTH SERVICES
THOUSAND OAKS, CA · Since 2016
MADRID RETIREMENT ADVISORS
MANHATTAN BEACH, CA · Since 2026
REDWOOD WEALTH MANAGEMENT, LLC
SANTA MONICA, CA · Since 2020
GORDIAN WEALTH ADVISORS, LLC
MILL VALLEY, CA · Since 2015
MAINSTREAM CAPITAL MANAGEMENT
LOS ANGELES, CA · Since 2021
DST WEALTH MANAGEMENT LLC
INDIAN WELLS, CA · Since 2020
INSIGHT CAPITAL MANAGEMENT
CONCORD, CA · Since 2021
AMERICAN INVESTORS CO
SAN RAMON, CA · Since 2000
WESTERN FINANCIAL CORPORATION
SAN DIEGO, CA · Since 2020
WILSHIRE
SANTA MONICA, CA · Since 1990
CAPITAL CLIENT GROUP, INC.
LOS ANGELES, CA · Since 2013
DUNHAM
SAN DIEGO, CA · Since 1985
FINANCIAL DESIGNS CORPORATION
CLAREMONT, CA · Since 1995
CHRISTOPHER WEIL & CO INC
SAN DIEGO, CA · Since 1992
CANTERBURY CONSULTING INCORPORATED
NEWPORT BEACH, CA · Since 1989
G.W. SHERWOLD ASSOCIATES, INC.
LAKE FOREST, CA · Since 2020
EDELMAN FINANCIAL ENGINES
SANTA CLARA, CA · Since 1998
FRANKLIN ADVISERS, INC.
SAN MATEO, CA · Since 1986
THE PACIFIC CENTER FOR FINANCIAL SERVICES
SAN RAMON, CA · Since 1997
BERNZOTT CAPITAL ADVISORS
CAMARILLO, CA · Since 1999
HOERTKORN RICHARD CHARLES
KENTFIELD, CA · Since 1972
WCM INVESTMENT MANAGEMENT
LAGUNA BEACH, CA · Since 1976
WESCAP GROUP
GLENDALE, CA · Since 1988
PLANNED SOLUTIONS, INC.
FOLSOM, CA · Since 1988
BRISTOL GROUP INC
SAN FRANCISCO, CA · Since 1981
PACIFIC LIFE FUND ADVISORS LLC
NEWPORT BEACH, CA · Since 1980
CERTIFIED PLANNERS, INC.
SAN RAMON, CA · Since 1989
BRANDES INVESTMENT PARTNERS, LP
LA JOLLA, CA · Since 1985
BROOKER WEALTH MANAGEMENT
OAKLAND, CA · Since 1983
HALBERT HARGROVE
LONG BEACH, CA · Since 1988
MCDONALD CAPITAL INVESTORS INC
ORINDA, CA · Since 1982
TCW ASSET MANAGEMENT COMPANY LLC
LOS ANGELES, CA · Since 1970
ROSENBLUM SILVERMAN SUTTON SF INC
SAN FRANCISCO, CA · Since 1984
BRIAN D. LOWDER, INC.
SAN DIEGO, CA · Since 1986
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 1996
MANCHESTER FINANCIAL INC
WESTLAKE VILLAGE, CA · Since 1990
FIRST FOUNDATION ADVISORS
IRVINE, CA · Since 1990
TARBOX FAMILY OFFICE, INC.
NEWPORT BEACH, CA · Since 1986
PORTFOLIO ADVISORS, INC.
FRESNO, CA · Since 1991
HCM WEALTH
SAN RAFAEL, CA · Since 1995
VAN STRUM & TOWNE INC
SAN FRANCISCO, CA · Since 1976
GLOBEFLEX CAPITAL LP
SAN DIEGO, CA · Since 1994
DOHENY ASSET MANAGEMENT, L.L.C.
LOS ANGELES, CA · Since 1993
SIERRA INVESTMENT MANAGEMENT, LLC
SANTA MONICA, CA · Since 1992
ROOF EIDAM MAYCOCK PERALTA LLC
SAN FRANCISCO, CA · Since 1996
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
SAN FRANCISCO, CA · Since 1990
CAMDEN ASSET MANAGEMENT
LOS ANGELES, CA · Since 1991
KESTREL INVESTMENT MANAGEMENT CORP
SAN MATEO, CA · Since 1993
OAKTREE CAPITAL MANAGEMENT, L.P.
LOS ANGELES, CA · Since 1995
EVERETT HARRIS & CO
LOS ANGELES, CA
WINDWARD CAPITAL MANAGEMENT CO
LOS ANGELES, CA · Since 1995
WEATHERLY ASSET MANAGEMENT
DEL MAR, CA · Since 1995
PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
GLENDALE, CA · Since 1992
CHECK CAPITAL MANAGEMENT INC
COSTA MESA, CA · Since 1987
ROUND HILL ASSET MANAGEMENT INC
PASADENA, CA · Since 1986
WHELAN FINANCIAL
FRESNO, CA · Since 1991
FARALLON CAPITAL MANAGEMENT, L.L.C.
SAN FRANCISCO, CA · Since 1996
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
WALNUT CREEK, CA · Since 2000
THE CYPRESS FUNDS LLC
LOS ANGELES, CA · Since 1996
LODESTAR PRIVATE ASSET MANAGEMENT LLC
ALAMO, CA · Since 1990
JACOBS & COMPANY, LLC
SAN FRANCISCO, CA · Since 1976
AVALON GLOBAL ASSET MANAGEMENT LLC
SAN FRANCISCO, CA · Since 1999
CLAREMONT FINANCIAL GROUP,INC.
CLAREMONT, CA · Since 2000
COHEN CAPITAL MANAGEMENT INC
CORTE MADERA, CA · Since 1995
AMERICAN REALTY ADVISORS
LOS ANGELES, CA · Since 1990
CLIFFORD SWAN INVESTMENT COUNSELORS
PASADENA, CA · Since 1999
EARNED WEALTH ADVISORS, LLC
WALNUT CREEK, CA · Since 2000
JAFFE ASSET MANAGEMENT LLC
BEVERLY HILLS, CA · Since 2026
OSBORNE PARTNERS
SAN FRANCISCO, CA · Since 1999
FAIRVIEW CAPITAL
GREENBRAE, CA · Since 1998
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
SAN FRANCISCO, CA · Since 1999
SEIA
LOS ANGELES, CA · Since 1999
APRIEM ADVISORS
IRVINE, CA · Since 1998
FINANCIAL ALTERNATIVES, INC.
LA JOLLA, CA · Since 2000
BELL INVESTMENT ADVISORS INC
ORINDA, CA · Since 1999
SNYDER CAPITAL MANAGEMENT LP
SAN FRANCISCO, CA · Since 1997
SKBA CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 1999
GENTER CAPITAL MANAGEMENT
LOS ANGELES, CA · Since 1998
MARK GILLAM ENTERPRISES
FAIR OAKS, CA · Since 2001
HCR WEALTH ADVISORS
LOS ANGELES, CA · Since 1999
SIERRA ASSET MANAGEMENT
OAKHURST, CA · Since 1999
MILLENNIUM INVESTMENT SERVICES
VAN NUYS, CA · Since 2000
ASSEMBLY WEALTH
MILL VALLEY, CA · Since 2000
POST ADVISORY GROUP, LLC
LOS ANGELES, CA · Since 2000
PAAMCO PRISMA, LLC
NEWPORT BEACH, CA · Since 2000
INDEX FUND ADVISORS, INC.
IRVINE, CA · Since 2000
WILLOW CREEK WEALTH MANAGEMENT, INC.
SEBASTOPOL, CA · Since 1999
IRONWOOD CAPITAL MANAGEMENT CORP
SAN FRANCISCO, CA · Since 1999
KCM INVESTMENT ADVISORS
GREENBRAE, CA · Since 1998
CROWN ADVISORS MANAGEMENT, INC.
LARKSPUR, CA · Since 2015
STRATEGY ASSET MANAGERS L.L.C.
PASADENA, CA · Since 2001
IM GLOBAL PARTNER FUND MANAGEMENT LLC
EL SEGUNDO, CA · Since 1996
PANTHEON
SAN FRANCISCO, CA · Since 1988
CALIFORNIA FINANCIAL ADVISORS
SAN RAMON, CA · Since 1998
ANGELES INVESTMENT ADVISORS
SANTA MONICA, CA · Since 2001
RUDNEY ASSOCIATES
ALAMO, CA · Since 2001
DENALI ADVISORS, LLC
SAN DIEGO, CA · Since 2001
AMI ASSET MANAGEMENT CORP
LOS ANGELES, CA · Since 1994
AR ASSET MANAGEMENT, INC.
WEST HOLLYWOOD, CA · Since 1982
KNIGHTSBRIDGE WEALTH MANAGEMENT
NEWPORT BEACH, CA · Since 1998
DESTINATION WEALTH MANAGEMENT
WALNUT CREEK, CA · Since 1996
LIGHTHOUSE FINANCIAL SERVICES INC
BREA, CA · Since 1988
WESTERN TECHNOLOGY INVESTMENT (WTI)
PORTOLA VALLEY, CA · Since 1993
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
SARATOGA, CA · Since 2000
BAILARD, INC.
FOSTER CITY, CA · Since 1972
PRIVATE FINANCIAL COUNSELING
LOS ANGELES, CA · Since 1986
NEUMEIER POMA INVESTMENT COUNSEL LLC
CARMEL, CA · Since 1985
HARRINGTON INVESTMENTS, INC.
NAPA, CA · Since 1982
HORSLEY BRIDGE PARTNERS LLC
SAN FRANCISCO, CA · Since 1997
PRING TURNER
ALAMO, CA · Since 1977
SPECTRUM ASSET MANAGEMENT INC
NEWPORT BEACH, CA · Since 1987
ECLECTIC ASSOCIATES, INC.
FULLERTON, CA · Since 1984
FINANCIAL SENSE ADVISORS, INC.
SAN DIEGO, CA · Since 1985
EP WEALTH ADVISORS
TORRANCE, CA · Since 1987
ALLWORTH FINANCIAL, L.P.
FOLSOM, CA · Since 2007
SAND HILL GLOBAL ADVISORS, LLC
PALO ALTO, CA · Since 2000
GLYNN CAPITAL MANAGEMENT, LLC
MENLO PARK, CA · Since 1992
INTEGRIS WEALTH MANAGEMENT, LLC
MONTEREY, CA · Since 2006
STEPHENSON AND COMPANY, INC.
SAN CLEMENTE, CA · Since 2019
COOPER MCMANUS
IRVINE, CA · Since 2003
JOEL R. MOGY INVESTMENT COUNSEL INC.
BEVERLY HILLS, CA · Since 1980
CLEARPATH CAPITAL PARTNERS LLC
MENLO PARK, CA · Since 2013
BLUME CAPITAL MANAGEMENT, INC.
BERKELEY, CA · Since 1998
UNION SQUARE GLOBAL WEALTH MANAGEMENT
SAN FRANCISCO, CA · Since 1998
THE STERLING GROUP
PASADENA, CA · Since 2012
MORLING FINANCIAL ADVISORS, LLC
FREMONT, CA · Since 2015
FLC CAPITAL ADVISORS
PALM DESERT, CA · Since 2013
TDA INVESTMENT GROUP
SAN MATEO, CA · Since 1991
QCA CAPITAL MANAGEMENT INC
LOS ANGELES, CA · Since 2021
RBO & CO, LLC
ST. HELENA, CA · Since 2001
NEUMANN CAPITAL MANAGEMENT
FOSTER CITY, CA · Since 1992
OAKMONT CORPORATION
LOS ANGELES, CA · Since 1992
ORRELL CAPITAL MANAGEMENT
LIVERMORE, CA · Since 1991
5T WEALTH, LLC
NAPA, CA · Since 2003
MISSION WEALTH MANAGEMENT, LP
SANTA BARBARA, CA · Since 2002
GOULD ASSET MANAGEMENT LLC
CLAREMONT, CA · Since 2004
CAUSEWAY CAPITAL MANAGEMENT LLC
LOS ANGELES, CA · Since 2001
GENTER ADVISORS LLC
LOS ANGELES, CA · Since 2001
JSF FINANCIAL, LLC
LOS ANGELES, CA · Since 2010
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2001
ONE CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2001
MCMORGAN & COMPANY LLC
SAN FRANCISCO, CA · Since 2001
CONTEXT CAPITAL MANAGEMENT LLC
LA JOLLA, CA · Since 2005
AMERICAN MONEY MANAGEMENT, LLC
RANCHO SANTA FE, CA · Since 2002
ASL FINANCIAL, LLC
LOS GATOS, CA · Since 2021
VAN HULZEN FINANCIAL ADVISORS
EL DORADO HILLS, CA · Since 2003
RESMARK EQUITY PARTNERS, LLC
LOS ANGELES, CA · Since 2002
KACHKOVSKY & FISHER, INC.
SAN DIEGO, CA · Since 2018
DESMOND WEALTH MANAGEMENT, INC.
WALNUT CREEK, CA · Since 2024
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CAMPBELL, CA · Since 2018
BMB ADVISERS LLC
LOS ANGELES, CA · Since 2002
AWR INVESTMENT MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2024
NEWPORT ASIA LLC
SAN FRANCISCO, CA · Since 2002
LOS ANGELES CAPITAL MANAGEMENT LLC
LOS ANGELES, CA · Since 2002
BROADSHORE CAPITAL PARTNERS, LLC
LOS ANGELES, CA · Since 2003
BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA · Since 2002
PROSPECT CAPITAL ADVISORS, LLC
SAUSALITO, CA · Since 2015
FINANCIAL AVENGERS, INC.
OAKLAND, CA · Since 2013
JPC WEALTH MANAGEMENT, INC.
PETALUMA, CA · Since 2002
MAIN MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2002
RIMROCK CAPITAL MANAGEMENT LLC
IRVINE, CA · Since 2006
CARMEL CAPITAL MANAGEMENT L.L.C.
CARMEL, CA · Since 2002
CHALLENGER WEALTH MANAGEMENT
ALISO VIEJO, CA · Since 2024
MENLO ADVISORS LLC
MENLO PARK, CA · Since 2002
FPC INVESTMENT ADVISORY, INC.
PETALUMA, CA · Since 2018
CARMEL CAPITAL PARTNERS, LLC
SAN DIEGO, CA · Since 2005
FRANK, RIMERMAN ADVISORS LLC
PALO ALTO, CA · Since 2003
NWK GROUP
SAN FRANCISCO, CA · Since 2002
YOSEMITE CAPITAL MANAGEMENT
NEWPORT BEACH, CA · Since 2003
SILICON VALLEY CAPITAL PARTNERS, L.P.
SAN JOSE, CA · Since 2003
CREEKSIDE PARTNERS
PETALUMA, CA · Since 2008
RICE HALL JAMES & ASSOCIATES LLC
SAN DIEGO, CA · Since 2003
ALGERT GLOBAL LLC
SAN FRANCISCO, CA · Since 2003
POTRERO CAPITAL RESEARCH, LLC
SAN FRANCISCO, CA · Since 2016
APPLE & ASSOCIATES
GRASS VALLEY, CA · Since 2026
ATLAS CAPITAL ADVISORS INC.
SAN FRANCISCO, CA · Since 2006
PRUDENT INVESTORS
LAKE FOREST, CA · Since 2014
COOKE WEALTH MANAGEMENT, LLC
IRVINE, CA · Since 2025
CONFIDENCE WEALTH MANAGEMENT, INC.
LOS ANGELES, CA · Since 2021
BROADWING CAPITAL ADVISORS, INC.
LARKSPUR, CA · Since 2024
CAMELOTTA ADVISORS
SAN FRANCISCO, CA · Since 2017
BAKER STREET ADVISORS, LLC
SAN FRANCISCO, CA · Since 2003
BRISTLECONE VALUE PARTNERS, LLC
LOS ANGELES, CA · Since 2015
ABACUS WEALTH PARTNERS
SANTA MONICA, CA · Since 2004
DAFNA CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2003
NELSON CAPITAL MANAGEMENT, LLC
MENLO PARK, CA · Since 2004
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SAN DIEGO, CA · Since 2019
TABR CAPITAL MANAGEMENT, LLC
ORANGE, CA · Since 2004
ARES MANAGEMENT LLC
LOS ANGELES, CA · Since 2005
ARROYO INVESTMENT GROUP, LLC
PASADENA, CA · Since 2004
CALIFORNIA CAPITAL MANAGEMENT
BURBANK, CA · Since 2012
PERIGON WEALTH MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2004
PHILADELPHIA FINANCIAL
SAN FRANCISCO, CA · Since 2005
ARES CAPITAL MANAGEMENT LLC
LOS ANGELES, CA · Since 2004
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
SAN DIEGO, CA · Since 2006
SIERRA PACIFIC PRIVATE WEALTH, LLC
PLEASANTON, CA · Since 2022
CLIFFWATER LLC
MARINA DEL REY, CA · Since 2004
BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, CA · Since 2020
MUNDOVAL CAPITAL MANAGEMENT, INC.
LA JOLLA, CA · Since 2004
BAKERAVENUE
SAN FRANCISCO, CA · Since 2004
GENERATION INVESTMENT MANAGEMENT US LLP
SAN FRANCISCO, CA · Since 2004
TAYLOR WEALTH MANAGEMENT, LLC
TORRANCE, CA · Since 2021
WWM ADVISORY INC.
CULVER CITY, CA · Since 2020
LEWIS CAPITAL MANAGEMENT
BEVERLY HILLS, CA · Since 2005
DWR WEALTH MANAGEMENT, LLC
SAN JOSE, CA · Since 2021
PRIVATE WEALTH PARTNERS, LLC
MILL VALLEY, CA · Since 2005
D. M. BRENNER, INC.
SOLANA BEACH, CA · Since 2020
ODER INVESTMENT MANAGEMENT, LLC
WOODLAND HILLS, CA · Since 2017
BIVIUM CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA · Since 2005
STAMOS CAPITAL PARTNERS, L.P.
MENLO PARK, CA · Since 2005
WEALTH ARCHITECTS, LLC
MOUNTAIN VIEW, CA · Since 2005
WILLNER & HELLER LLC
ENCINO, CA · Since 2018
VOYAGER MANAGEMENT, LLC
LOS ANGELES, CA · Since 2006
MONARCH WEALTH STRATEGIES
SANTA BARBARA, CA · Since 2020
ALTAMONT WEALTH MANAGEMENT, INC.
LIVERMORE, CA · Since 2017
NORTH BERKELEY WEALTH MANAGEMENT, LLC
BERKELEY, CA · Since 2005
TWIN LAKES CAPITAL
REDWOOD SHORES, CA · Since 2018
EMPYREAN CAPITAL PARTNERS, LP
LOS ANGELES, CA · Since 2006
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
SAN JOSE, CA · Since 2006
DAVIES FINANCIAL ADVISORS, INC.
MURRIETA, CA · Since 2022
TORREY GROWTH & INCOME ADVISORS, LLC
DEL MAR, CA · Since 2006
FOCUSED INVESTORS LLC
LOS ANGELES, CA · Since 2006
WEALTH ANALYTICS PARTNERS, LLC
SAN DIEGO, CA · Since 2006
NICHOLAS INVESTMENT PARTNERS, L.P.
SAN DIEGO, CA · Since 2006
NORTHGATE CAPITAL, L.P.
DANVILLE, CA · Since 2006
TED BUCHAN & COMPANY
SAN DIEGO, CA · Since 2018
PARALLEL ADVISORS, LLC
SAN FRANCISCO, CA · Since 2007
VIDA WEALTH PARTNERS, INC.
SANTA BARBARA, CA · Since 2025
L & S ADVISORS, INC
LOS ANGELES, CA · Since 2006
CANNON BEACH FINANCIAL ADVISORS
SAN RAMON, CA · Since 2006
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
BEVERLY HILLS, CA · Since 2006
CARDINAL POINT CAPITAL LLC
SAN FRANCISCO, CA · Since 2012
MORTON WEALTH
CALABASAS, CA · Since 2006
MEASURED RISK PORTFOLIOS
SAN DIEGO, CA · Since 2014
ASIA ALTERNATIVES MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2006
CASTLE WEALTH PLANNING
SANTA BARBARA, CA · Since 2015
GRANITE CAPITAL
OAKLAND, CA · Since 2024
FIRST PACIFIC ADVISORS, LP
EL SEGUNDO, CA · Since 2006
PRIVATE WEALTH ADVISORS
FRESNO, CA · Since 2008
MERITAGE GROUP LP
SAN FRANCISCO, CA · Since 2007
BANTA ASSET MANAGEMENT LP
NEWPORT BEACH, CA · Since 2007
TRINITY CAPITAL MANAGEMENT, LLC
SANTA BARBARA, CA · Since 2007
LEWIS ASSET MANAGEMENT
LAFAYETTE, CA · Since 2020
COMPOSITION WEALTH, LLC
LOS ANGELES, CA · Since 2012
VERIS WEALTH PARTNERS, LLC
OAKLAND, CA · Since 2007
REDMILE GROUP
SAN FRANCISCO, CA · Since 2007
BENEFIT FINANCIAL SERVICES GROUP
IRVINE, CA · Since 2007
HBW ADVISORY SERVICES LLC
SIMI VALLEY, CA · Since 2012
PATHWAYS ADVISORY GROUP, INC.
FRESNO, CA · Since 2007
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2007
MAYFIELD ADVISORS, INC.
PALO ALTO, CA · Since 2022
CERTIS CAPITAL MANAGEMENT, INC.
SANTA BARBARA, CA · Since 2026
PURE FINANCIAL ADVISORS, LLC
SAN DIEGO, CA · Since 2009
TOP TIER CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA · Since 2007
DECISION INVESTMENTS, INC.
SAN DIEGO, CA · Since 2025
FRONTIER GLOBAL PARTNERS LLC
LA JOLLA, CA · Since 2010
REGATTA CAPITAL GROUP, LLC
EL SEGUNDO, CA · Since 2007
SFE INVESTMENT COUNSEL INC.
LOS ANGELES, CA · Since 2007
OCEAN PARK ASSET MANAGEMENT, LLC
SANTA MONICA, CA · Since 2007
HGGC, LLC
PALO ALTO, CA · Since 2007
SIDOXIA CAPITAL MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2025
ARISTON SERVICES GROUP, LLC
SAN DIEGO, CA · Since 2008
ASPIRIANT, LLC
LOS ANGELES, CA · Since 2008
FORT POINT CAPITAL PARTNERS LLC
SAN FRANCISCO, CA · Since 2008
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
COSTA MESA, CA · Since 2017
PARK, MILLER, LLC
WALNUT CREEK, CA · Since 2008
PNMAC CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2008
VISTICA WEALTH ADVISORS, LLC
CARLSBAD, CA · Since 2021
VOLEON CAPITAL MANAGEMENT LP
BERKELEY, CA · Since 2013
WESTERN STANDARD, LLC
LOS ANGELES, CA · Since 2016
WILSHIRE QUINN CAPITAL, INC.
SAN DIEGO, CA · Since 2023
NATURAL BRIDGES FINANCIAL ADVISORS
SANTA CRUZ, CA · Since 2025
ICG ADVISORS, LLC
LOS ANGELES, CA · Since 2008
NORTH PIER FIDUCIARY MANAGEMENT, LLC
MARINA DEL REY, CA · Since 2008
ROSEMAN WAGNER WEALTH MANAGEMENT
ROCKLIN, CA · Since 2008
WESPAC ADVISORS, LLC
ORINDA, CA · Since 2008
OLD WEST INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA · Since 2008
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
BAKERSFIELD, CA · Since 2012
MERITAS WEALTH MANAGEMENT, LLC
SAN RAFAEL, CA · Since 2008
PROSPETTIVA FINANCIAL
SAN FRANCISCO, CA · Since 2022
BEACH POINT CAPITAL MANAGEMENT LP
SANTA MONICA, CA · Since 2008
STOCKBRIDGE CAPITAL GROUP, LLC
SAN FRANCISCO, CA · Since 2009
DIVISAR CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2016
TELOS CAPITAL MANAGEMENT, INC.
SAN DIEGO, CA · Since 2009
RHS FINANCIAL, LLC
SAN FRANCISCO, CA · Since 2018
ILLUMINATION WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2021
DELTA INVESTMENT MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2018
WHITE OAK GLOBAL ADVISORS, LLC
SAN FRANCISCO, CA · Since 2009
ADAMS ASHBY FINANCIAL ADVISORS
SACRAMENTO, CA · Since 2018
COASTEDGE PARTNERS, LLC
SAN DIEGO, CA · Since 2009
JOHNSON LYMAN WEALTH ADVISORS
LOS ALTOS, CA · Since 2009
COLTON WEALTH MANAGEMENT
ARCADIA, CA · Since 2024
GRANITE INVESTMENT PARTNERS, LLC
EL SEGUNDO, CA · Since 2009
REDWOOD GROVE WEALTH MANAGEMENT
SAN RAFAEL, CA · Since 2022
ST. CLAIR FINANCIAL
ROSEVILLE, CA · Since 2025
NERAD + DEPPE WEALTH MANAGEMENT
LA JOLLA, CA · Since 2022
BLUEPRINT INVESTING LLC
SAN FRANCISCO, CA · Since 2021
TOPTURN CAPITAL, LLC
CARMEL, CA · Since 2009
CURTIS ADVISORY GROUP, LLC
SANTA BARBARA, CA · Since 2015
AQUA CAPITAL ADVISORS
LOS ANGELES, CA · Since 2024
WESTHILL FINANCIAL ADVISORS, INC.
SAN RAFAEL, CA · Since 2010
SHAMROCK CAPITAL ADVISORS, LLC
LOS ANGELES, CA · Since 2012
PANORAMIC CAPITAL, LLC
LARKSPUR, CA · Since 2024
APS INVESTMENT MANAGEMENT GROUP
JACKSON, CA · Since 2020
KRANE FINANCIAL SOLUTIONS
CALABASAS, CA · Since 2010
TORTUGA WEALTH MANAGEMENT
TORRANCE, CA · Since 2022
RETIREMENTADVICE | JKA
ANAHEIM, CA · Since 2014
LIFESTEPS FINANCIAL
CLAREMONT, CA · Since 2010
MAZE INVESTMENTS, LLC
LOS ANGELES, CA · Since 2021
CRESCENT CAPITAL GROUP LP
LOS ANGELES, CA · Since 2010
TAMAR SECURITIES, LLC
WOODLAND HILLS, CA · Since 2010
RAUB BROCK CAPITAL MANAGEMENT, LP
LARKSPUR, CA · Since 2010
VALUEACT CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2010
TRELLIS WEALTH ADVISORS, LLC
SAN LUIS OBISPO, CA · Since 2014
BUCHER WEALTH ADVISORS
SAN MATEO, CA · Since 2022
VICTUS CAPITAL WEALTH
SANTA MONICA, CA · Since 2010
SIMPLIFI, INC.
SAN DIEGO, CA · Since 2013
MEDINA VALUE PARTNERS, LLC
LOS ANGELES, CA · Since 2021
LIGHT STREET CAPITAL MANAGEMENT, LLC
PALO ALTO, CA · Since 2013
SAGE STONE WEALTH MANAGEMENT LLC
LA JOLLA, CA · Since 2015
VANCE STREET CAPITAL LLC
LOS ANGELES, CA · Since 2012
CORE AND VALUE ADVISORS, LLC
SAN FRANCISCO, CA · Since 2011
BVF PARTNERS L.P.
SAN FRANCISCO, CA · Since 2012
COVE STREET CAPITAL, LLC
HERMOSA BEACH, CA · Since 2011
ACCEL-KKR
MENLO PARK, CA · Since 2012
BRENTWOOD PRIVATE EQUITY, LLC
LOS ANGELES, CA · Since 2012
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
WOODLAND HILLS, CA · Since 2020
NEXT LEGACY MANAGEMENT, LLC
PORTOLA VALLEY, CA · Since 2012
JERICHO CAPITAL ASSET MANAGEMENT L.P.
LOS ANGELES, CA · Since 2012
DIVCO WEST REAL ESTATE SERVICES, LLC
SAN FRANCISCO, CA · Since 2012
FREEMAN SPOGLI
LOS ANGELES, CA · Since 2012
MAKENA CAPITAL MANAGEMENT, LLC
MENLO PARK, CA · Since 2012
SEIDLER EQUITY PARTNERS
MARINA DEL REY, CA · Since 2012
BERTRAM CAPITAL MANAGEMENT LLC
FOSTER CITY, CA · Since 2012
GENSTAR CAPITAL
SAN FRANCISCO, CA · Since 2012
VISTA EQUITY PARTNERS MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2012
MACLEAN CAPITAL ADVISORS, LLC
INDIAN WELLS, CA · Since 2021
FFL
SAN FRANCISCO, CA · Since 2012
CALTIUS CAPITAL MANAGEMENT, LP
LOS ANGELES, CA · Since 2012
SANCUS CAPITAL MANAGEMENT LP
LOS ANGELES, CA · Since 2012
RLH EQUITY PARTNERS
LOS ANGELES, CA · Since 2012
ALPINE INVESTORS
SAN FRANCISCO, CA · Since 2012
ARES CAPITAL MANAGEMENT II LLC
LOS ANGELES, CA · Since 2011
VIRGO INVESTMENT GROUP LLC
BURLINGAME, CA · Since 2012
SEQUOIA CAPITAL OPERATIONS, LLC
MENLO PARK, CA · Since 2022
GOLDEN GATE CAPITAL
SAN FRANCISCO, CA · Since 2012
PARTHENON CAPITAL PARTNERS
SAN FRANCISCO, CA · Since 2012
SEVEN POST INVESTMENT OFFICE LP
SAN FRANCISCO, CA · Since 2011
PCCP, LLC
LOS ANGELES, CA · Since 2012
C.M. CAPITAL ADVISORS, LLC
PALO ALTO, CA · Since 2011
HOUSATONIC PARTNERS
SAN FRANCISCO, CA · Since 2012
ENHANCED HEALTHCARE MANAGEMENT COMPANY
SANTA MONICA, CA · Since 2012
PARK WEST ASSET MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2012
VMG PARTNERS II, LLC
SAN FRANCISCO, CA · Since 2012
SOLSTEIN CAPITAL, LLC
MENLO PARK, CA · Since 2018
CLARITY WEALTH ADVISORS
SAN JOSE, CA · Since 2014
DORCHESTER CAPITAL ADVISORS, LLC
LOS ANGELES, CA · Since 2012
PARAGON FINANCIAL PARTNERS
WOODLAND HILLS, CA · Since 2011
CALERA CAPITAL ADVISORS, LP
SAN FRANCISCO, CA · Since 2012
CASTLE CREEK CAPITAL
SAN DIEGO, CA · Since 2011
GOLDBERG FINANCIAL ADVISORS, LLC
EL SEGUNDO, CA · Since 2026
LEONARD GREEN & PARTNERS, L.P.
LOS ANGELES, CA · Since 2012
YUCAIPA MASTER MANAGER, LLC
LOS ANGELES, CA · Since 2012
RIVERWOOD CAPITAL MANAGEMENT L.P.
MENLO PARK, CA · Since 2012
REFLOW SERVICES, LLC
SAN FRANCISCO, CA · Since 2017
FIGURE INVESTMENT ADVISORS, LLC
SAN FRANCISCO, CA · Since 2012
MRAZ AND ASSOCIATES
MODESTO, CA · Since 2011
CITYVIEW MANAGEMENT SERVICES, LLC
LOS ANGELES, CA · Since 2011
STONEMARK WEALTH MANAGEMENT
PASADENA, CA · Since 2012
LASALLE DEBT INVESTORS, INC.
LOS ANGELES, CA · Since 2012
OHANA ADVISORS
SAN RAFAEL, CA · Since 2012
HELLMAN & FRIEDMAN LLC
SAN FRANCISCO, CA · Since 2012
RS CRUM INC.
NEWPORT BEACH, CA · Since 2011
SAYBROOK FUND ADVISORS, LLC
SANTA MONICA, CA · Since 2011
DILIGENT INVESTORS, LLC
REDLANDS, CA · Since 2011
SIGFIG WEALTH MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2011
WESTMOUNT PARTNERS, LLC
LOS ANGELES, CA · Since 2011
CLAY NORTHAM WEALTH MANAGEMENT
HUNTINGTON BEACH, CA · Since 2017
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC
LOS ANGELES, CA · Since 2011
ICONIQ CAPITAL, LLC
SAN FRANCISCO, CA · Since 2011
PACIFIC CAPITAL
CORONA, CA · Since 2014
SONEN CAPITAL LLC
SAN FRANCISCO, CA · Since 2011
TRIGUARD MANAGEMENT LLC
NEWPORT BEACH, CA · Since 2012
FTV CAPITAL
SAN FRANCISCO, CA · Since 2026
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
LOS GATOS, CA · Since 2012
ANGELENO GROUP, LLC
BEVERLY HILLS, CA · Since 2021
VIVO CAPITAL, LLC
PALO ALTO, CA · Since 2014
PRIME FINANCE ADVISOR, L.P.
SAN FRANCISCO, CA · Since 2012
ALTIMETER CAPITAL MANAGEMENT, LP
MENLO PARK, CA · Since 2012
GRYPHON ADVISORS, LLC
SAN FRANCISCO, CA · Since 2012
LIGHTSPEED VENTURE PARTNERS
MENLO PARK, CA · Since 2025
DORSAL CAPITAL MANAGEMENT, LP
REDWOOD CITY, CA · Since 2012
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.
SAN FRANCISCO, CA · Since 2012
SOFINNOVA INVESTMENTS, INC.
MENLO PARK, CA · Since 2017
TCV
MENLO PARK, CA · Since 2012
5AM VENTURES
SAN FRANCISCO, CA · Since 2021
WINDJAMMER CAPITAL INVESTORS
NEWPORT BEACH, CA · Since 2012
PACIFIC CAPITAL ASSOCIATES
SAN DIEGO, CA · Since 2018
ANDREESSEN HOROWITZ
MENLO PARK, CA · Since 2019
ALTAMONT CAPITAL PARTNERS
PALO ALTO, CA · Since 2012
BISON CAPITAL ASSET MANAGEMENT, LLC
SANTA MONICA, CA · Since 2012
BRIGHTPATH WEALTH PLANNING, LLC
CAMARILLO, CA · Since 2021
MARLIN EQUITY PARTNERS
HERMOSA BEACH, CA · Since 2012
SYMPHONY TECHNOLOGY GROUP, LLC
MENLO PARK, CA · Since 2012
FISHER LYNCH CAPITAL, LLC
BURLINGAME, CA · Since 2012
SIGNATURE INVESTMENT ADVISORS, LLC
LOS ANGELES, CA · Since 2012
MIG CAPITAL, LLC
NEWPORT BEACH, CA · Since 2012
TSG CONSUMER PARTNERS LP
LARKSPUR, CA · Since 2012
CARMEL PARTNERS
SAN FRANCISCO, CA · Since 2012
CRCM L.P.
SAN FRANCISCO, CA · Since 2012
NEW ENTERPRISE ASSOCIATES
MENLO PARK, CA · Since 2023
CONNECTIVE CAPITAL MANAGEMENT, LLC
PALO ALTO, CA · Since 2012
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
MENLO PARK, CA · Since 2012
ENGAGED CAPITAL
NEWPORT BEACH, CA · Since 2012
GALLAGHER WEALTH MANAGEMENT
DANVILLE, CA · Since 2024
KAIROS
IRVINE, CA · Since 2015
DRAGONEER INVESTMENT GROUP, LLC
SAN FRANCISCO, CA · Since 2012
KINGSFORD CAPITAL MANAGEMENT, LLC
POINT RICHMOND, CA · Since 2012
KAILAI ADVISERS LTD.
LOS ANGELES, CA · Since 2012
LONGITUDE CAPITAL MANAGEMENT CO., LLC
MENLO PARK, CA · Since 2014
K1 INVESTMENT MANAGEMENT LLC
MANHATTAN BEACH, CA · Since 2016
H. BARTON ASSET MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2015
MENLO EQUITIES
MENLO PARK, CA · Since 2012
ARGYLE CAPITAL PARTNERS, LLC
LOS ANGELES, CA · Since 2021
137 VENTURES MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2015
SF EQUITY PARTNERS MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2019
THE O'DONNELL GROUP
CHICO, CA · Since 2016
JCSD CAPITAL, LLC
WALNUT CREEK, CA · Since 2016
THE INVESTMENT HOUSE LLC
REDONDO BEACH, CA · Since 2012
PARTNERS FOR GROWTH
TIBURON, CA · Since 2013
HAWK RIDGE CAPITAL MANAGEMENT LP
LOS ANGELES, CA · Since 2015
MKT ADVISORS LLC
CARLSBAD, CA · Since 2012
GRATIA CAPITAL, LLC
LOS ANGELES, CA · Since 2022
AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, CA · Since 2012
OMEGA FINANCIAL GROUP, LLC
SANTA BARBARA, CA · Since 2013
THE CLARK GROUP ASSET MANAGEMENT
DANA POINT, CA · Since 2012
MONTCALM TCR LLC
SAN FRANCISCO, CA · Since 2012
BALMORAL MANAGEMENT II L.P.
LOS ANGELES, CA · Since 2013
STEELPEAK WEALTH, LLC
WOODLAND HILLS, CA · Since 2012
BETA WEALTH GROUP, INC
SAN DIEGO, CA · Since 2012
NEW FORESTS INC.
SAN FRANCISCO, CA · Since 2019
RIBBIT CAPITAL
PALO ALTO, CA · Since 2017
POPLAR POINT CAPITAL MANAGEMENT LLC
BURLINGAME, CA · Since 2025
CENDANA CAPITAL
SAN FRANCISCO, CA · Since 2015
ESO MANAGEMENT SERVICES LLC
SAN MATEO, CA · Since 2017
OGBORNE CAPITAL MANAGEMENT, LLC.
SAN FRANCISCO, CA · Since 2021
TURN/RIVER MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2018
CARRICK CAPITAL PARTNERS
SAN FRANCISCO, CA · Since 2020
GREENOAKS
ORINDA, CA · Since 2015
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
WALNUT CREEK, CA · Since 2017
GLENDON CAPITAL MANAGEMENT L.P.
SANTA MONICA, CA · Since 2013
AFFINITY CAPITAL ADVISORS LLC
BERKELEY, CA · Since 2015
CHEVIOT VALUE MANAGEMENT, LLC
BEVERLY HILLS, CA · Since 2013
COBURN BARRETT, LLC
SAN FRANCISCO, CA · Since 2013
VERNAL POINT ADVISORS, LLC
SAN FRANCISCO, CA · Since 2015
ALMITAS CAPITAL LLC
SANTA MONICA, CA · Since 2016
RESOURCE CAPITAL INVESTMENT CORPORATION
CARLSBAD, CA · Since 2013
ECOR1 CAPITAL, LLC
SAN FRANCISCO, CA · Since 2015
CONCENTRUM WEALTH MANAGEMENT
SAN JOSE, CA · Since 2013
INTEGRITY WEALTH PARTNERS, LLC
WALNUT CREEK, CA · Since 2013
FULLER INVESTMENT MANAGEMENT COMPANY
PASADENA, CA · Since 2013
DYNAMIC WEALTH STRATEGIES, LLC
GRANITE BAY, CA · Since 2022
PRACTICECFO INVESTMENTS
SAN DIEGO, CA · Since 2021
CANTER WEALTH
LA JOLLA, CA · Since 2019
DE GROOTE FINANCIAL GROUP, LLC
THOUSAND OAKS, CA · Since 2013
OCCIDENTAL ASSET MANAGEMENT, LLC
BURLINGAME, CA · Since 2013
PACIFIC PRIVATE FUND ADVISORS LLC
NEWPORT BEACH, CA · Since 2013
LOGICA CAPITAL ADVISERS, LLC
LOS ANGELES, CA · Since 2021
GRADIENT CAPITAL ADVISORS, LLC
SAN DIEGO, CA · Since 2014
BUCHANAN STREET PARTNERS, L.P.
NEWPORT BEACH, CA · Since 2013
PIER 88 INVESTMENT PARTNERS, LLC
SAN FRANCISCO, CA · Since 2016
THINK INVESTMENTS
SAN FRANCISCO, CA · Since 2013
HIPPOCRATIC FINANCIAL ADVISORS
WESTLAKE VILLAGE, CA · Since 2024
TOWNELEY CAPITAL MANAGEMENT, INC.
LAGUNA HILLS, CA · Since 2013
CAPITAL BANK AND TRUST COMPANY
IRVINE, CA · Since 2014
PETIX & BOTTE FINANCIAL
LA MESA, CA · Since 2014
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CAMARILLO, CA · Since 2017
BAMBOO WEALTH STRATEGIES
SAN DIEGO, CA · Since 2020
AOF MANAGEMENT LLC
LOS ANGELES, CA · Since 2023
CAPITAL PLANNING ADVISORS LLC
ROSEVILLE, CA · Since 2014
SIVIA CAPITAL PARTNERS, LLC
MILL VALLEY, CA · Since 2014
TRANSOM CAPITAL GROUP
EL SEGUNDO, CA · Since 2017
PINEGROVE OPPORTUNITY PARTNERS, LLC
SAN FRANCISCO, CA · Since 2014
SHERMAN ASSET MANAGEMENT, INC.
VENTURA, CA · Since 2024
GLOBAL IMC LLC
SOLANA BEACH, CA · Since 2014
ONE WEALTH ADVISORS, LLC
SAN FRANCISCO, CA · Since 2014
ARIADNE WEALTH MANAGEMENT, LP
SANTA BARBARA, CA · Since 2015
LIFE LINE WEALTH MANAGEMENT LLC
BEVERLY HILLS, CA · Since 2019
REVELATION CAPITAL MANAGEMENT, LLC
SAUSALITO, CA · Since 2016
THOROFARE, LLC
EL SEGUNDO, CA · Since 2014
CITRINE CAPITAL
SAN FRANCISCO, CA · Since 2021
SENTINEL DOME PARTNERS, LLC
BURLINGAME, CA · Since 2014
ARCHVEST WEALTH ADVISORS, INC.
CONCORD, CA · Since 2020
OWL VENTURES
SAN FRANCISCO, CA · Since 2026
O'DONNELL FINANCIAL SERVICES, LLC
SAN RAFAEL, CA · Since 2017
MAIN POST PARTNERS
SAN FRANCISCO, CA · Since 2016
AVANATH CAPITAL MANAGEMENT, LLC
IRVINE, CA · Since 2014
SUMERU EQUITY PARTNERS
SAN MATEO, CA · Since 2015
INTELLECTUS PARTNERS, LLC
SAN FRANCISCO, CA · Since 2015
MIRADOR CAPITAL PARTNERS
PLEASANTON, CA · Since 2014
TREE LINE CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA · Since 2015
CAREY WEALTH MANAGEMENT
SAN RAMON, CA · Since 2022
MONOGRAPH WEALTH ADVISORS, LLC
MANHATTAN BEACH, CA · Since 2015
SENTRY ADVISORS, LLC
SAN FRANCISCO, CA · Since 2015
COMMUNITY INVESTMENT MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2019
ALPHACORE CAPITAL LLC
LA JOLLA, CA · Since 2016
RUBICON ADVISORS
REDDING, CA · Since 2017
PURUS WEALTH MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2015
UPFRONT VENTURES
LOS ANGELES, CA · Since 2021
CHEQUERS FINANCIAL MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2016
SOLACE CAPITAL PARTNERS, L.P.
EL SEGUNDO, CA · Since 2015
BELL & BROWN WEALTH ADVISORS, LLC
NEWPORT BEACH, CA · Since 2015
MURRAY FINANCIAL SERVICES, INC
CHICO, CA · Since 2022
JANUARY CAPITAL ADVISORS LLC
SAN FRANCISCO, CA · Since 2017
DEDORA CAPITAL, INC.
NAPA, CA · Since 2015
SIGNALFIRE
SAN FRANCISCO, CA · Since 2020
GREENLAKE ASSET MANAGEMENT LLC
SOUTH PASADENA, CA · Since 2018
BETTERWEALTH LLC
SAN JOSE, CA · Since 2015
COTA CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2018
HARDWORKING CAPITAL ADVISORS, LLC
PALM DESERT, CA · Since 2017
DIPSEA CAPITAL, LLC
MILL VALLEY, CA · Since 2023
MIRAMONTES CAPITAL, LLC
NEWPORT BEACH, CA · Since 2017
LIDO
LOS ANGELES, CA · Since 2015
LUMINATE CAPITAL PARTNERS
SAN FRANCISCO, CA · Since 2018
HUMAN INTEREST ADVISORS LLC
SAN FRANCISCO, CA · Since 2015
GENCAP PORTFOLIO MANAGEMENT
TIBURON, CA · Since 2015
BERYL CAPITAL MANAGEMENT, LLC
REDONDO BEACH, CA · Since 2017
GATES PASS ADVISORS, LLC
LOS ALTOS, CA · Since 2022
SEASIDE WEALTH MANAGEMENT, INC.
CARLSBAD, CA · Since 2017
CIM CAPITAL, LLC
LOS ANGELES, CA · Since 2015
L CAPITAL, LLC
WINDSOR, CA · Since 2024
RAI WEALTH MANAGEMENT
PLACENTIA, CA · Since 2025
KERR WEALTH MANAGEMENT
FRESNO, CA · Since 2025
WALLACE ADVISORY GROUP, LLC
LAFAYETTE, CA · Since 2015
TRUE WIND CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2016
GUSTO INVESTMENT SERVICES, LLC
SAN FRANCISCO, CA · Since 2015
M WEALTH MANAGEMENT, LLC
SAN DIEGO, CA · Since 2018
SKYKNIGHT CAPITAL, L.P.
BURLINGAME, CA · Since 2017
TRILOGY CAPITAL, INC.
IRVINE, CA · Since 2015
INTEGRITY WEALTH ADVISORS, LLC
VENTURA, CA · Since 2018
BELAY INVESTMENT GROUP, LLC
SHERMAN OAKS, CA · Since 2016
OAKHURST ADVISORS
LOS ANGELES, CA · Since 2016
SITRIN CAPITAL MANAGEMENT, LLC
CENTURY CITY, CA · Since 2016
SWEENEY & MICHEL, LLC
CHICO, CA · Since 2018
CLG LLC
LONG BEACH, CA · Since 2016
LONGTAIL ALPHA, LLC
NEWPORT BEACH, CA · Since 2018
NUMERAI
SAN FRANCISCO, CA · Since 2022
FORT BAKER CAPITAL MANAGEMENT LP
LARKSPUR, CA · Since 2018
CONNOR CAPITAL SB, LLC
SANTA BARBARA, CA · Since 2023
ARLINGTON FINANCIAL ADVISORS, LLC
SANTA BARBARA, CA · Since 2016
SILVER ROCK FINANCIAL LP
LOS ANGELES, CA · Since 2016
SPINNAKER INVESTMENT GROUP, LLC
NEWPORT BEACH, CA · Since 2016
LYELL WEALTH MANAGEMENT LP
MENLO PARK, CA · Since 2016
ALLSTREET CAPITAL LLC
LOS ANGELES, CA · Since 2016
BLOCKCHAIN CAPITAL, LLC
SAN FRANCISCO, CA · Since 2021
SOMA EQUITY PARTNERS, LP
SAN FRANCISCO, CA · Since 2016
MANHATTAN WEST ASSET MANAGEMENT, LLC
LOS ANGELES, CA · Since 2016
NWM ADVISORS, LLC
SAN LUIS OBISPO, CA · Since 2016
LEGACY PCG, LLC
NEWPORT, CA · Since 2016
RED CRANE WEALTH MANAGEMENT, LLC
PALO ALTO, CA · Since 2024
BERKELEY PARTNERS MANAGEMENT, LLC
OAKLAND, CA · Since 2016
AMIP MANAGEMENT
SEAL BEACH, CA · Since 2016
BUTTERFLY EQUITY LP
BEVERLY HILLS, CA · Since 2018
VARSITY HEALTHCARE PARTNERS
LOS ANGELES, CA · Since 2016
TRILINC GLOBAL ADVISORS, LLC
MANHATTAN BEACH, CA · Since 2016
ARROWROOT CAPITAL MANAGEMENT, LLC
MARINA DEL REY, CA · Since 2018
RMR CAPITAL MANAGEMENT LLC
TUSTIN, CA · Since 2020
TEMPUS WEALTH PLANNING, LLC
IRVINE, CA · Since 2016
SHUM FINANCIAL GROUP, INC.
ALAMEDA, CA · Since 2017
PREMIER WEALTH ADVISORS, LLC
SAN DIEGO, CA · Since 2018
NORTH BAY WEALTH MANAGEMENT
PETALUMA, CA · Since 2025
EXTRACT ADVISORS
CALABASAS, CA · Since 2019
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
BERKELEY, CA · Since 2021
WILLOW CREEK FINANCIAL
SAN DIEGO, CA · Since 2016
FISHER & WIENS WEALTH MANAGEMENT, LLC
DANVILLE, CA · Since 2016
HESEN & HASLAM
WOODLAND HILLS, CA · Since 2017
SB INVESTMENT ADVISERS (US) INC.
MENLO PARK, CA · Since 2017
DELTA ACCUMULATION, LLC
SAUSALITO, CA · Since 2025
CROSSPOINT FINANCIAL, LLC
TUSTIN, CA · Since 2022
PRISM ADVISORS, INC.
STUDIO CITY, CA · Since 2017
PERENNIAL FINANCIAL SERVICES
LOS ANGELES, CA · Since 2017
BREEN WEALTH MANAGEMENT, LLC
PETALUMA, CA · Since 2018
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
SAN DIEGO, CA · Since 2017
TELESCOPE PARTNERS LLC
SAN FRANCISCO, CA · Since 2025
AUTHENTIKOS WEALTH ADVISORY LLC
MORGAN HILL, CA · Since 2020
DEFINE FINANCIAL, LLC
SAN DIEGO, CA · Since 2021
SLOW CAPITAL, INC.
GREENBRAE, CA · Since 2017
BRICKLEY WEALTH MANAGEMENT
SAN MATEO, CA · Since 2017
GUARDIAN FINANCIAL PARTNERS, LLC
ORANGE, CA · Since 2017
TRINITY ALPS CAPITAL
SAN FRANCISCO, CA · Since 2019
JORDAN PARK GROUP LLC
SAN FRANCISCO, CA · Since 2017
OAK ASSET MANAGEMENT, LLC
WESTLAKE VILLAGE, CA · Since 2017
WEAVER CONSULTING GROUP, LLC
HUNTINGTON BEACH, CA · Since 2017
LIBRA WEALTH LLC
LOS GATOS, CA · Since 2021
CALABASAS ADVISORY GROUP, LLC
WESTLAKE VILLAGE, CA · Since 2017
ENTRUITY WEALTH, LLC
BAKERSFIELD, CA · Since 2021
QVR ADVISORS
SAN FRANCISCO, CA · Since 2017
LIGHTBAY CAPITAL
LOS ANGELES, CA · Since 2017
ARIA WEALTH MANAGEMENT
SARATOGA, CA · Since 2017
HANWHA ASSET MANAGEMENT (USA) LTD.
SAN FRANCISCO, CA · Since 2017
L SQUARED CAPITAL PARTNERS
NEWPORT BEACH, CA · Since 2017
MILE WEALTH MANAGEMENT
IRVINE, CA · Since 2026
GOTHAM GREEN PARTNERS, LLC
SANTA MONICA, CA · Since 2019
CYPRESS WEALTH SERVICES, LLC
PALM DESERT, CA · Since 2017
PROCORE ADVISORS, LLC
NEWPORT BEACH, CA · Since 2025
M PREMIER PARTNERS
INDIAN WELLS, CA · Since 2017
VILLAGE GLOBAL MANAGEMENT, L.L.C.
COVINA, CA · Since 2021
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
PALO ALTO, CA · Since 2021
HAMILTON WEALTH, LLC
LOS ANGELES, CA · Since 2017
VALLEY WEALTH STRATEGIES, LLC
LODI, CA · Since 2018
IGNITE PLANNERS LLC
SAN CLEMENTE, CA · Since 2017
MEDLEY PARTNERS MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2018
BRIO FINANCIAL GROUP
SAN FRANCISCO, CA · Since 2017
SACKETT WEALTH ADVISORS, INC.
BREA, CA · Since 2017
ROBERTSON STEPHENS
SAN FRANCISCO, CA · Since 2017
ROSENWALD CAPITAL MANAGEMENT, INC.
REDONDO BEACH, CA · Since 2018
SAGE RHINO CAPITAL LLC
MENLO PARK, CA · Since 2017
GOLDMAN WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2026
MONOGRAM CAPITAL MANAGEMENT, L.P.
BEVERLY HILLS, CA · Since 2018
WESTWOOD WEALTH MANAGEMENT
LOS ANGELES, CA · Since 2021
RBA WEALTH MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2017
STG PARTNERS, LLC
MENLO PARK, CA · Since 2017
TEAM HEWINS, LLC
FOSTER CITY, CA · Since 2018
MA PRIVATE WEALTH, LLC
SAN CARLOS, CA · Since 2018
SILVER OAK WEALTH ADVISORS SERVICES, LLC
LOS ANGELES, CA · Since 2018
FORTEM FINANCIAL GROUP, LLC
PALM DESERT, CA · Since 2018
BRACKET CAPITAL
WEST HOLLYWOOD, CA · Since 2019
CAMBRIAN ASSET MANAGEMENT, INC.
MILL VALLEY, CA · Since 2022
TREEHOUSE WEALTH ADVISORS
WALNUT CREEK, CA · Since 2018
FELICITAS GLOBAL PARTNERS, LLC
PASADENA, CA · Since 2018
CARMANDALIAN FINANCIAL GROUP, LLC
WESTLAKE VILLAGE, CA · Since 2022
CLEAR RETIREMENT ADVICE LLC
SAN MATEO, CA · Since 2025
O'BOYLE WEALTH MANAGEMENT, INC.
BEVERLY HILLS, CA · Since 2018
DC GLOBAL VENTURES
MENLO PARK, CA · Since 2020
EMPROS CAPITAL LLC
SAN FRANCISCO, CA · Since 2022
BRIDGEWEALTH ADVISORY GROUP, LLC
FRESNO, CA · Since 2018
INSIGHT WEALTH STRATEGIES, LLC
SAN RAMON, CA · Since 2018
SBJ CAPITAL
WALNUT CREEK, CA · Since 2022
BOYD WEALTH MANAGEMENT, LLC
SACRAMENTO, CA · Since 2018
3L CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2020
PASADENA PRIVATE WEALTH, LLC
PASADENA, CA · Since 2018
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
SAN DIEGO, CA · Since 2018
WHITMAN/PETERSON, LLC
WESTLAKE VILLAGE, CA · Since 2020
CAPROCK PARTNERS MANAGEMENT, INC.
NEWPORT BEACH, CA · Since 2019
ELECTRIC CAPITAL PARTNERS, LLC
PALO ALTO, CA · Since 2021
CENTURA WEALTH ADVISORY
SAN DIEGO, CA · Since 2018
VARIANT EQUITY ADVISORS, LLC
LOS ANGELES, CA · Since 2020
QUID CAPITAL GROUP HOLDINGS, LLC
SANTA MONICA, CA · Since 2020
GALLANT CAPITAL PARTNERS LLC
LOS ANGELES, CA · Since 2018
SWEETWATER PRIVATE EQUITY
ENCINITAS, CA · Since 2019
STOIC POINT CAPITAL MANAGEMENT LLC
PALO ALTO, CA · Since 2026
CURATED WEALTH PARTNERS, LLC
EL SEGUNDO, CA · Since 2018
BOURKE WEALTH MANAGEMENT
SANTA BARBARA, CA · Since 2019
TCG CAPITAL MANAGEMENT
PLAYA VISTA, CA · Since 2018
ARISTOTLE PACIFIC CAPITAL, LLC
NEWPORT BEACH, CA · Since 2019
NEWVIEW CAPITAL MANAGEMENT, LLC
BURLINGAME, CA · Since 2018
KNUFF & COMPANY LLC
FOSTER CITY, CA · Since 2018
KAIZEN FINANCIAL STRATEGIES, LLC
PLEASANTON, CA · Since 2018
CARTER FINANCIAL, LLC
LA JOLLA, CA · Since 2019
AECOM CAPITAL REAL ESTATE, LLC
LOS ANGELES, CA · Since 2018
CASTLE COAST WEALTH, LLC
LA JOLLA, CA · Since 2019
MERRITT POINT PARTNERS LLC
OAKLAND, CA · Since 2026
PRATTES WEALTH PARTNERS
NEWPORT BEACH, CA · Since 2022
GROUNDFORCE CAPITAL MANAGEMENT, LLC
MILL VALLEY, CA · Since 2021
STAINES FINANCIAL, LLC
ROSEVILLE, CA · Since 2018
INTELLIGENCE DRIVEN ADVISERS, LLC
CARLSBAD, CA · Since 2018
AII CAPITAL MANAGEMENT, LLC
MOORPARK, CA · Since 2019
OPES WEALTH MANAGEMENT, LLC
MENLO PARK, CA · Since 2018
DREAMERS MANAGEMENT LLC
EL SEGUNDO, CA · Since 2025
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.
IRVINE, CA · Since 2026
JACKSON SQUARE CAPITAL, LLC
SAN FRANCISCO, CA · Since 2019
RESOLUTE PARTNERS GROUP
SAN FRANCISCO, CA · Since 2019
STERLING FINANCIAL GROUP, INC.
PASADENA, CA · Since 2019
MCNAUGHTON WEALTH MANAGEMENT, LLC
SAN DIEGO, CA · Since 2019
TRILLIUM INVESTMENTS
EMERYVILLE, CA · Since 2025
FAIRFIELD REALTY ADVISORS LLC
SAN DIEGO, CA · Since 2019
SELDON CAPITAL LP
SAN FRANCISCO, CA · Since 2019
DIVERSIS CAPITAL MANAGEMENT, L.P.
LOS ANGELES, CA · Since 2020
EVOKE ADVISORS
LOS ANGELES, CA · Since 2019
KWB WEALTH
REDLANDS, CA · Since 2020
PRESERVATION EQUITY FUND ADVISORS, LLC
IRVINE, CA · Since 2022
SHERWOOD FINANCIAL PARTNERS, LLC
WESTLAKE VILLAGE, CA · Since 2022
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
LOS ANGELES, CA · Since 2022
CIM CAPITAL IC MANAGEMENT, LLC
LOS ANGELES, CA · Since 2019
PARIAX PRIVATE WEALTH MANAGEMENT
NEWPORT BEACH, CA · Since 2020
WOODLINE PARTNERS LP
SAN FRANCISCO, CA · Since 2019
KEYSTONE PRIVATE WEALTH
PALM DESERT, CA · Since 2021
PAVION BLUE CAPITAL, LLC
NEWPORT BEACH, CA · Since 2019
WRIGHT WEALTH STRATEGIES, LLC
SAN LUIS OBISPO, CA · Since 2025
POINT OLEMA CAPITAL PARTNERS, L.P.
SAN FRANCISCO, CA · Since 2019
EIGER WEALTH MANAGEMENT, LLC
SAN DIEGO, CA · Since 2019
PAINTED PORCH ADVISORS LLC
SANTA BARBARA, CA · Since 2021
MAVEN EQUITY PARTNERS, LLC
LARKSPUR, CA · Since 2025
MUSE CAPITAL MANAGEMENT LLC
SANTA MONICA, CA · Since 2025
PRESIDIO CAPITAL MANAGEMENT, LLC
SAN DIEGO, CA · Since 2022
CAPITAL CS GROUP, LLC
IRVINE, CA · Since 2021
AURORA CAPITAL PARTNERS MANAGEMENT VI L.P.
LOS ANGELES, CA · Since 2022
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
WALNUT CREEK, CA · Since 2019
KINGSWOOD CAPITAL MANAGEMENT, L.P.
LOS ANGELES, CA · Since 2019
TRIBE CAPITAL
SAN MATEO, CA · Since 2020
BROWNING WEST LP
LOS ANGELES, CA · Since 2019
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
OAKLAND, CA · Since 2024
COOPER CAPITAL GROUP
ENCINITAS, CA · Since 2019
LOGOS GLOBAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2019
MAIN STREET ADVISORS
SANTA MONICA, CA · Since 2019
FAIRLIGHT ADVISORS
SAN FRANCISCO, CA · Since 2026
JEPPSON WEALTH MANAGEMENT, LLC
MANHATTAN BEACH, CA · Since 2019
PEAKVIEW CAPITAL
MENLO PARK, CA · Since 2023
WAVE DIGITAL ASSETS LLC
LOS ANGELES, CA · Since 2021
CW INVESTMENT ADVISERS, LLC
LOS ANGELES, CA · Since 2021
BLUE ZONE WEALTH ADVISORS, LLC
LOS ANGELES, CA · Since 2019
MEANINGFUL PARTNERS LLC
EL SEGUNDO, CA · Since 2022
AMERICAN PACIFIC GROUP
LARKSPUR, CA · Since 2020
ASCENDANT CAPITAL PARTNERS LP
LOS ANGELES, CA · Since 2021
RUNNING POINT CAPITAL ADVISORS LLC
EL SEGUNDO, CA · Since 2019
WOODWARD DIVERSIFIED CAPITAL, LLC
BAKERSFIELD, CA · Since 2019
SR ONE CAPITAL MANAGEMENT, LP
REDWOOD CITY, CA · Since 2020
KNOX LANE LP
SAN FRANCISCO, CA · Since 2020
WELLACRE GLOBAL WEALTH ADVISORS
SANTA MONICA, CA · Since 2026
WESTBOUND EQUITY MANAGEMENT, LLC
PALO ALTO, CA · Since 2026
SEASIDE EQUITY PARTNERS
SAN DIEGO, CA · Since 2022
ECHO45 ADVISORS LLC
WALNUT CREEK, CA · Since 2020
VISTA ADVISOR GROUP, LLC
WALNUT CREEK, CA · Since 2020
PROVENANCE MANAGEMENT CO., LP
BEVERLY HILLS, CA · Since 2023
ELLA FINANCIAL ADVISING
OAKLAND, CA · Since 2026
ERA PARTNERS LLC
SAN FRANCISCO, CA · Since 2020
AIRE ADVISORS, LLC
BEVERLY HILLS, CA · Since 2020
KARMEL CAPITAL MANAGEMENT LLC
SOLANA BEACH, CA · Since 2025
REDWOOD PARK ADVISORS
REDWOOD CITY, CA · Since 2023
O'NEIL GLOBAL ADVISORS, INC.
LOS ANGELES, CA · Since 2020
PATHVIEW WEALTH ADVISORS
SAN DIEGO, CA · Since 2020
TRIAGEN WEALTH MANAGEMENT LLC
CALABASAS, CA · Since 2020
ANT MONEY ADVISORS
NEWPORT BEACH, CA · Since 2020
SONOMA PRIVATE WEALTH LLC
NOVATO, CA · Since 2022
DALTON INVESTMENTS, INC.
EL SEGUNDO, CA · Since 2021
ARCHER POINTE WEALTH MANAGEMENT, LLC
DAVIS, CA · Since 2020
ROBERTS WEALTH ADVISORS, LLC
MENLO PARK, CA · Since 2020
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
BURLINGAME, CA · Since 2022
FERNBRIDGE CAPITAL MANAGEMENT LP
LOS ANGELES, CA · Since 2020
REGENT PROPERTIES
LOS ANGELES, CA · Since 2020
ARK WEALTH ADVISORS, LLC
YORBA LINDA, CA · Since 2026
TEAM WEALTH & TAX ADVISORS
TEMECULA, CA · Since 2023
BREAKTHROUGH PROPERTIES
LOS ANGELES, CA · Since 2020
GOODFINCH MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2021
INCEPTIV
CULVER CITY, CA · Since 2023
CAI MANAGER LP
MILL VALLEY, CA · Since 2020
GGP MANAGEMENT, L.P.
SANTA MONICA, CA · Since 2020
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
MENLO PARK, CA · Since 2021
HOWARD CAPITAL MANAGEMENT GROUP, LLC
LOS ANGELES, CA · Since 2020
15 EQUITY
SANTA BARBARA, CA · Since 2020
TORREY WEALTH, LLC
SAN DIEGO, CA · Since 2022
PACIFIC POINT ADVISORS, LLC
SAN DIEGO, CA · Since 2022
THE ROXBOROUGH GROUP
SAN FRANCISCO, CA · Since 2021
NORTH REEF CAPITAL MANAGEMENT LP
LAGUNA BEACH, CA · Since 2022
GAVILAN INVESTMENT PARTNERS LLC
BURLINGAME, CA · Since 2022
FONTE FINANCIAL ADVISORS
CARLSBAD, CA · Since 2021
CORVUS WEALTH ADVISORS LLC
TEMPLETON, CA · Since 2020
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC
MANHATTAN BEACH, CA · Since 2021
EPIC FUNDS
MANHATTAN BEACH, CA · Since 2022
CHROME ADVISORS
SAN FRANCISCO, CA · Since 2024
ZANBATO ADVISORS LLC
MOUNTAIN VIEW, CA · Since 2024
BRAESWOOD CARBON MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2024
TCG CROSSOVER MANAGEMENT, LLC
PALO ALTO, CA · Since 2020
BLOM & HOWELL FINANCIAL PLANNING, INC.
MODESTO, CA · Since 2022
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
GREENBRAE, CA · Since 2021
THE WEALTHGARDEN F.S. LLC
EL SEGUNDO, CA · Since 2024
INVICTUS GROWTH PARTNERS
SAN MATEO, CA · Since 2022
FINDEC WEALTH SERVICES, INC.
STOCKTON, CA · Since 2021
RIDGECREST WEALTH PARTNERS, LLC
SAN RAFAEL, CA · Since 2021
PERCHERON CAPITAL
SAN FRANCISCO, CA · Since 2021
WEDGEWOOD ASSET MANAGEMENT, LLC
REDONDO BEACH, CA · Since 2022
PATIENT SQUARE CAPITAL, LP
MENLO PARK, CA · Since 2021
BARRIER CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2021
TRIATOMIC CAPITAL
PALO ALTO, CA · Since 2021
NOLAN MANAGEMENT LLC
HERMOSA BEACH, CA · Since 2022
SIKORSKI WEALTH MANAGEMENT, LLC
SAN DIEGO, CA · Since 2025
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
LOS ANGELES, CA · Since 2021
KERA CAPITAL PARTNERS
SAN JOSE, CA · Since 2021
TIDEMARK MANAGEMENT COMPANY LP
MENLO PARK, CA · Since 2022
BULMAN WEALTH GROUP
ROSEVILLE, CA · Since 2022
CLAIRMONT CAPITAL GROUP, LLC
LOS ANGELES, CA · Since 2023
BLACK IMPACT GROUP, LLC
LOS ANGELES, CA · Since 2021
SIERRA OCEAN, LLC
RIPON, CA · Since 2021
FRAMEWORK VENTURES
SAN FRANCISCO, CA · Since 2021
HACKMAN CAPITAL PARTNERS, LLC
CULVER CITY, CA · Since 2025
4D ADVISORS, LLC
REDONDO BEACH, CA · Since 2025
PROSPERITY WEALTH PLANNING LLC
IRVINE, CA · Since 2021
OLIVEIRA WEALTH
MODESTO, CA · Since 2021
PINNACLE WEALTH MANAGEMENT, LLC
ROSEVILLE, CA · Since 2021
FOREST ROAD ASSET MANAGEMENT LLC
LOS ANGELES, CA · Since 2022
INTERLOCK EQUITY LP
LOS ANGELES, CA · Since 2023
HACK VC MANAGEMENT, LLC
PALO ALTO, CA · Since 2022
PROSPERITAS FINANCIAL, LLC
VALENCIA, CA · Since 2021
AMERICAN FUNDSTARS
IRVINE, CA · Since 2022
MAREST CAPITAL, LLC
ENCINO, CA · Since 2022
HEIGHTS LLC
LOS ANGELES, CA · Since 2023
BRASA CAPITAL MANAGEMENT
LOS ANGELES, CA · Since 2021
CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY, CA · Since 2024
WEST WEALTH GROUP, LLC
IRVINE, CA · Since 2021
FAMILY FINANCIAL
MANHATTAN BEACH, CA · Since 2021
DKM WEALTH MANAGEMENT, INC.
STOCKTON, CA · Since 2023
GALVANIZE CLIMATE SOLUTIONS LLC
SAN FRANCISCO, CA · Since 2021
ARCHER CAPITAL GROUP MANAGEMENT, LLC
LOS ANGELES, CA · Since 2022
VALEAS CAPITAL PARTNERS
SAN FRANCISCO, CA · Since 2022
QUANTUM FINANCIAL ADVISORS, LLC
SANTA MONICA, CA · Since 2022
HILLCREST FINANCIAL GROUP
THOUSAND OAKS, CA · Since 2022
BITWISE INVESTMENT MANAGER, LLC
SAN FRANCISCO, CA · Since 2022
NEW INSIGHT WEALTH ADVISORS
SAN RAMON, CA · Since 2022
K FUND CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2023
CUREWELL CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2024
VERSO PARTNERS
SAN FRANCISCO, CA · Since 2022
THE FOUNDATION INVESTMENT GROUP
LAFAYETTE, CA · Since 2022
MOSLEY WEALTH MANAGEMENT, INC.
ANAHEIM, CA · Since 2023
SECOND 50 FINANCIAL
MANHATTAN BEACH, CA · Since 2022
GENERATE CAPITAL ADVISORS, PB LLC
SAN FRANCISCO, CA · Since 2023
FILIGREE WEALTH ADVISORS, LLC
IRVINE, CA · Since 2022
PROSSER CREEK ASSET MANAGEMENT LLC
CORTE MADERA, CA · Since 2024
ONESOURCE WEALTH MANAGEMENT
GRANITE BAY, CA · Since 2024
VALIDUS CAPITAL LLC
EL SEGUNDO, CA · Since 2022
CONQUIS FINANCIAL LLC
MILLBRAE, CA · Since 2022
BEVERLY HILLS PRIVATE WEALTH, LLC
BEVERLY HILLS, CA · Since 2022
LONE VIEW CAPITAL
LOS ANGELES, CA · Since 2022
FLATROCK WEALTH PARTNERS LLC
NEWPORT BEACH, CA · Since 2024
FOG CITY ADVISORS, LLC
ALBANY, CA · Since 2025
SOLANO WEALTH ADVISORS
FAIRFIELD, CA · Since 2024
PRIMESTOR INVESTMENT MANAGEMENT, LLC
CULVER CITY, CA · Since 2023
CORE WEALTH PARTNERS LLC
SANTA ROSA, CA · Since 2022
ENCOMPASS MORE ASSET MANAGEMENT LLC
DANVILLE, CA · Since 2022
OUTWING PRIVATE WEALTH MANAGEMENT
SANTA BARBARA, CA · Since 2024
XPV MANAGEMENT LLC
EL SEGUNDO, CA · Since 2025
WEALTHSPRING
LONG BEACH, CA · Since 2022
SYON CAPITAL LLC
SAN FRANCISCO, CA · Since 2022
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
HUNTINGTON BEACH, CA · Since 2023
PROPEL BIO MANAGEMENT, LLC
LOS ANGELES, CA · Since 2022
AURORA WEALTH ADVISORS
SAN DIEGO, CA · Since 2023
CACHE ADVISORS LLC
SAN FRANCISCO, CA · Since 2022
ENDURING WEALTH ADVISORS
TEMECULA, CA · Since 2023
ABRA CAPITAL MANAGEMENT, LP
SAN FRANCISCO, CA · Since 2024
SP ASSET MANAGEMENT LLC
CUPERTINO, CA · Since 2022
LIGHT CAPITAL LLC
SANTA MONICA, CA · Since 2023
CHANNEL WEALTH, LLC
SANTA BARBARA, CA · Since 2022
BRIGHT LAKE WEALTH MANAGEMENT, LLC
REDDING, CA · Since 2026
ROBINHOOD ASSET MANAGEMENT
MENLO PARK, CA · Since 2025
NEOS PARTNERS, LP
SAN DIEGO, CA · Since 2024
FINANCES FOR REAL LIFE
LOMPOC, CA · Since 2026
SHORECLIFF ASSET MANAGEMENT COMPANY LLC
NEWPORT BEACH, CA · Since 2023
A16Z PERENNIAL MANAGEMENT, L.P.
MENLO PARK, CA · Since 2023
THE SALVETTI GROUP
SACRAMENTO, CA · Since 2023
EHRLICH FINANCIAL GROUP
LAGUNA NIGUEL, CA · Since 2023
FLYWHEEL PRIVATE WEALTH LLC
LOS ALTOS, CA · Since 2023
ENSPIRE WEALTH MANAGEMENT, LLC
SANTA ROSA, CA · Since 2023
FARTHER ASSET MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2023
CASCADE FINANCIAL PARTNERS, LLC
SAN DIEGO, CA · Since 2023
PINEGROVE VENTURE PARTNERS, LLC
MENLO PARK, CA · Since 2023
YOSEMITE MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2023
REMY INVESTORS & CONSULTANTS, LLC
LOS ANGELES, CA · Since 2023
LEONID CAPITAL PARTNERS, LLC
HUNTINGTON BEACH, CA · Since 2025
ABOUND FINANCIAL
GRANITE BAY, CA · Since 2023
SALIENT WEALTH PLANNING
ENCINITAS, CA · Since 2023
FREESTONE GROVE PARTNERS LP
SAN FRANCISCO, CA · Since 2024
DELARME WEALTH MANAGEMENT, INC.
PALOS VERDES ESTATES, CA · Since 2023
ELDRIDGE ACRE PARTNERS, LP
LOS ANGELES, CA · Since 2024
TRAVEKA WEALTH, LLC
LOS ALTOS, CA · Since 2023
APC ASSET DEVELOPMENT I, LP
NEWPORT BEACH, CA · Since 2023
MISSION HILLS FINANCIAL ADVISORY LLC
SAN DIEGO, CA · Since 2023
CONGRUENCE CAPITAL, LLC
LOS ANGELES, CA · Since 2025
SHORENSTEIN INVESTMENT ADVISERS LLC
SAN FRANCISCO, CA · Since 2024
APC ASSET DEVELOPMENT II, LP
NEWPORT BEACH, CA · Since 2023
ELYXIUM WEALTH LLC
BEVERLY HILLS, CA · Since 2024
AVISE FINANCIAL
LOS ANGELES, CA · Since 2025
SOCOTRA MANAGEMENT, INC.
SACRAMENTO, CA · Since 2024
GREYKASELL WEALTH STRATEGIES, INC.
DANVILLE, CA · Since 2024
TORREYANA CAPITAL
LA JOLLA, CA · Since 2023
POTENTIA WEALTH
SAN JOSE, CA · Since 2024
TORREN MANAGEMENT, LLC
SAN DIEGO, CA · Since 2024
TRYPERION MANAGER LLC
BEVERLY HILLS, CA · Since 2024
AMPERSAND CAPITAL GROUP, L.P.
BURLINGAME, CA · Since 2025
BOXER CAPITAL MANAGEMENT, LLC
SAN DIEGO, CA · Since 2024
SUPERBLOOM PARTNERS
VENICE, CA · Since 2025
BINGHAM PRIVATE WEALTH, LLC
SAN FRANCISCO, CA · Since 2024
CRUX WEALTH ADVISORS
LONG BEACH, CA · Since 2024
PACIFIC WEALTH ADVISORY SERVICES LLC
DANVILLE, CA · Since 2024
ALTERI WEALTH
WESTLAKE VILLAGE, CA · Since 2024
ACCEL MANAGEMENT CO. L.L.C
PALO ALTO, CA · Since 2024
TOTAL WEALTH SERVICES, LLC
WESTLAKE VILLAGE, CA · Since 2024
BOYER FINANCIAL SERVICES, INC.
NEWPORT BEACH, CA · Since 2024
SERENUS WEALTH ADVISORS, LLC
SANTA MONICA, CA · Since 2024
IFC ADVISORS LLC
LOS ANGELES, CA · Since 2024
FOREWORD CAPITAL, LP
SAN FRANCISCO, CA · Since 2025
MESON QUANTITATIVE MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2026
SCI CAPITAL PARTNERS LP
LOS ANGELES, CA · Since 2024
SHRIER WEALTH MANAGEMENT, LLC
LOS ANGELES, CA · Since 2025
MOMENT PARTNERS, LLC
SAN FRANCISCO, CA · Since 2024
M37 MANAGEMENT LP
MENLO PARK, CA · Since 2025
PROVENIO CAPITAL
NEWPORT BEACH, CA · Since 2024
INFLECTION CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2024
NOVAWAVE CAPITAL
MENLO PARK, CA · Since 2025
VERCAP MANAGEMENT LLC
LOS ANGELES, CA · Since 2024
KARL KAPITAL
SAN FRANCISCO, CA · Since 2024
THREE ARCH WEALTH MANAGEMENT LLC
IRVINE, CA · Since 2025
EVOLVE PRIVATE WEALTH, LLC
LOS ANGELES, CA · Since 2025
SELBY WEALTH MANAGEMENT
EMERYVILLE, CA · Since 2024
NASSAU CORAMERICA LLC
EL SEGUNDO, CA · Since 2025
COASTLANDS CAPITAL LP
SAN FRANCISCO, CA · Since 2025
LANE42
SANTA MONICA, CA · Since 2025
TICINO WEALTH
MISSION VIEJO, CA · Since 2025
APHIAS CAPITAL, L.P.
SAN FRANCISCO, CA · Since 2025
DISHMI CAPITAL, LLC
PASADENA, CA · Since 2025
GRACEADA PARTNERS
MODESTO, CA · Since 2025
CLEARWAVE CAPITAL
UPLAND, CA · Since 2025
GORDIAN CAPITAL MANAGEMENT, LLC
MILL VALLEY, CA · Since 2025
DEFILADE CAPITAL MANAGEMENT, L.P.
EMERYVILLE, CA · Since 2025
ANGELES FAMILY OFFICE
SANTA MONICA, CA · Since 2026
POINTONE FAMILY OFFICE
MANHATTAN BEACH, CA · Since 2025
MADSON WEALTH ADVISORS INC.
SANTA ROSA, CA · Since 2026
ULTRA ADVISORY GROUP
IRVINE, CA · Since 2025
PROSPERITY FINANCIAL GROUP, INC.
SAN RAMON, CA · Since 2025
FATHOM POINT CAPITAL LLC
SAN FRANCISCO, CA · Since 2026
KBS REALTY ADVISORS, LLC
NEWPORT BEACH, CA · Since 2002
KBS CAPITAL ADVISORS, LLC
NEWPORT BEACH, CA · Since 2013
CENTURY PARK CAPITAL PARTNERS
EL SEGUNDO, CA · Since 2024
ION PACIFIC, INC.
VENICE, CA · Since 2025
INNOVIUS CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2023
INSIGHT ADVISORS, LLC
LOS ANGELES, CA · Since 2014
PARK PRESIDIO CAPITAL LLC
SAN FRANCISCO, CA · Since 2013
MEDICI CAPITAL LLC
NEWPORT BEACH, CA · Since 2026
ONE FIN CAPITAL MANAGEMENT LP
SAN FRANCISCO, CA · Since 2018
PEGASUS TECH VENTURES, INC.
SAN JOSE, CA · Since 2024
WELTON INVESTMENT PARTNERS LLC
CARMEL, CA · Since 2014
HEALTHPOINTCAPITAL MANAGEMENT, LLC
SAN DIEGO, CA · Since 2022
AKKADIAN VENTURES, INC.
SAN FRANCISCO, CA · Since 2017
SITUATIONAL AWARENESS LP
SAN FRANCISCO, CA · Since 2025
COPPERPLATE CAPITAL LLC
MENLO PARK, CA · Since 2024
PANTERA CAPITAL
SAN FRANCISCO, CA · Since 2018
STEPSTONE GROUP REAL ASSETS LP
LA JOLLA, CA · Since 2015
NEXA EQUITY LLC
SAN FRANCISCO, CA · Since 2022
PLUS CAPITAL
VENICE, CA · Since 2023
STEPSTONE GROUP LP
LA JOLLA, CA · Since 2007
FIVESPAN PARTNERS, LP
SAN FRANCISCO, CA · Since 2024
ARENA CAPITAL ADVISORS
LOS ANGELES, CA · Since 2014
WOVENEARTH VENTURES, LLC
PALO ALTO, CA · Since 2025
TRIAD INVESTMENT MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2026
SCGE MANAGEMENT, L.P.
MENLO PARK, CA · Since 2012
PHILOSOPHY CAPITAL MANAGEMENT LLC
ALAMO, CA · Since 2021
ARCHITECT EQUITY
EL SEGUNDO, CA · Since 2024
IG BETTER FUTURE MANAGEMENT, LLC
MENLO PARK, CA · Since 2026
STEPSTONE GROUP REAL ESTATE LP
LA JOLLA, CA · Since 2015
TRIPACIFIC CAPITAL ADVISORS, LLC
IRVINE, CA · Since 2006
SEA CLIFF PARTNERS MANAGEMENT, LP
SAN FRANCISCO, CA · Since 2024
VALIANT CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2012
TRILINC ADVISORS, LLC
MANHATTAN BEACH, CA · Since 2015
CS CAPITAL MANAGEMENT INC
EL SEGUNDO, CA · Since 1992
QUIET CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2020
STEADVIEW CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2012
STEPSTONE GROUP PRIVATE DEBT LLC
LA JOLLA, CA · Since 2022
HMI CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA · Since 2012
LATERAL INVESTMENT MANAGEMENT, LLC
BURLINGAME, CA · Since 2018
ARX MANAGEMENT, LLC
EL SEGUNDO, CA · Since 2020
FACTORIAL FUNDS MANAGEMENT LLC
SAN FRANCISCO, CA · Since 2025
BLACKROCK FUND ADVISORS
SAN FRANCISCO, CA · Since 1984
GRATTAN FINANCIAL STRATEGIES, INC.
SAN GABRIEL, CA · Since 1998
NWF ADVISORY SERVICES INC
LOS ANGELES, CA · Since 1998
LEGACY CAPITAL GROUP CALIFORNIA, INC.
LOS GATOS, CA · Since 2008
APERIO GROUP, LLC
SAUSALITO, CA · Since 2000
THE KOCEN FINANCIAL GROUP, INC.
RANCHO MIRAGE, CA · Since 2005
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
SAN DIEGO, CA · Since 2024
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
SAN RAMON, CA · Since 2022
NEWPORT WEALTH ADVISORS, INC.
NEWPORT BEACH, CA · Since 2024
ATS WEALTH MANAGEMENT
SAN DIEGO, CA · Since 2020
IPG INVESTMENT ADVISORS, LLC
SAN DIEGO, CA · Since 2010
TRICORD ADVISORS, INC.
RIVERSIDE, CA · Since 2018
ZEPHYR WEALTH MANAGEMENT
WESTLAKE VILLAGE, CA · Since 2020
OCEANIQ CAPITAL, LLC
REDWOOD CITY, CA · Since 2018
RICE FINANCIAL CONSULTING, INC.
LOS GATOS, CA · Since 2016
CASTLE ROCK WEALTH MANAGEMENT, LLC
WALNUT CREEK, CA · Since 2017
VANGUARD PERSONALIZED INDEXING MANAGEMENT
OAKLAND, CA · Since 2019
CRYSTAL COVE ASSET MANAGEMENT
NEWPORT BEACH, CA · Since 2026
DEW POINT CAPITAL
LOS ANGELES, CA · Since 2021
CATALYST PRIVATE WEALTH, LLC
SAN MATEO, CA · Since 2019
HARMONY POINT WEALTH ADVISORS, INC.
IRVINE, CA · Since 2022
STONEBRIDGE FINANCIAL GROUP
SAN RAFAEL, CA · Since 2026
CALDWELL SUTTER CAPITAL, INC.
SAUSALITO, CA · Since 2006
CAPITAL RESEARCH AND MANAGEMENT COMPANY
LOS ANGELES, CA · Since 1971
PMB ADVISORS
LARKSPUR, CA · Since 2020
SELECT MONEY MANAGEMENT, INC.
LOS ANGELES, CA · Since 2010
INDUSTRY VENTURES
SAN FRANCISCO, CA · Since 2012
DANIEL INVESTMENT ASSOCIATES, LLC
SANTA BARBARA, CA · Since 2013
ATLAS FINANCIAL ADVISORS, INC.
OROVILLE, CA · Since 2021
GARRISON POINT CAPITAL, LLC
SAN FRANCISCO, CA · Since 2012
SOFI WEALTH LLC
SAN FRANCISCO, CA · Since 2013
KONDO WEALTH ADVISORS, INC
PASADENA, CA · Since 2015
COPLEY FINANCIAL GROUP, INC.
SAN DIEGO, CA · Since 2020
PRIVATE WEALTH SOLUTIONS, LLC
CALABASAS, CA · Since 2017
CRANE & ASSOCIATES WEALTH MANAGEMENT
FULLERTON, CA · Since 2021
X ADVISORS, LLC
SANTA MARIA, CA · Since 2024
IVANOFF WEALTH MANAGEMENT INC.
CYPRESS, CA · Since 2025
NECTARINE
SAN DIEGO, CA · Since 2023
J K R & COMPANY, INC.
VAN NUYS, CA · Since 2026
B.B. GRAHAM & COMPANY, INC.
ORANGE, CA · Since 2015
KKR CREDIT ADVISORS (US) LLC
SAN FRANCISCO, CA · Since 2008
PARALLAX VOLATILITY ADVISERS, L.P.
SAN FRANCISCO, CA · Since 2012
INVESTMENT MANAGERS GROUP, LLC
TEMECULA, CA · Since 2025
CLARAPHI ADVISORY NETWORK, LLC
ALISO VIEJO, CA · Since 2014
RIGHT SIDE CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA · Since 2023
CWS CAPITAL PARTNERS LLC
NEWPORT BEACH, CA · Since 2016
ROW ASSET MANAGEMENT, LLC
NEWPORT BEACH, CA · Since 2013
ARROWROOT FAMILY OFFICE, LLC
MARINA DEL REY, CA · Since 2021
CATALINA CAPITAL GROUP, LLC
TORRANCE, CA · Since 2017
URSA FUND MANAGEMENT LLC
DANVILLE, CA · Since 2017
ARC70 ADVISERS LP
BURLINGAME, CA · Since 2020
TOWERPOINT WEALTH, LLC
SACRAMENTO, CA · Since 2017
GRANT TANI BARASH & ALTMAN, LLC
BEVERLY HILLS, CA · Since 2023
ALPHA ONE ASSET MANAGEMENT LLC
PASADENA, CA · Since 2025
WESTERN ASSET MANAGEMENT COMPANY
PASADENA, CA · Since 1971
CAPITAL INTERNATIONAL, INC.
LOS ANGELES, CA · Since 1988
THREE BRIDGE WEALTH ADVISORS
LOS ALTOS, CA · Since 2009
SCHWAB WEALTH ADVISORY, INC.
SAN FRANCISCO, CA · Since 2011
PLATINUM EQUITY ADVISORS, LLC
BEVERLY HILLS, CA · Since 2012
IEQ CAPITAL, LLC
FOSTER CITY, CA · Since 2019
ALAMO CAPITAL
WALNUT CREEK, CA · Since 2026
ACORNS
IRVINE, CA · Since 2013
PLANMEMBER ASSET MANAGEMENT CORPORATION
CARPINTERIA, CA · Since 2017
GALLIOTT CAPITAL ADVISORS, LLC
BEVERLY HILLS, CA · Since 2021
SVOF/MM, LLC
SANTA MONICA, CA · Since 2004
CLARIVEST ASSET MANAGEMENT LLC
SAN DIEGO, CA · Since 2006
THE PUTNEY FINANCIAL GROUP LLC
SAN RAFAEL, CA · Since 2004
MESA WEST CAPITAL
LOS ANGELES, CA · Since 2011
WESTPARK CAPITAL, INC.
LOS ANGELES, CA · Since 2016
EMERSON EQUITY LLC
SAN MATEO, CA · Since 2021
TENNENBAUM CAPITAL PARTNERS, LLC
SANTA MONICA, CA · Since 2001
ASSETMARK, INC.
CONCORD, CA · Since 1999
WESTEND CAPITAL MANAGEMENT, LLC.
SAUSALITO, CA · Since 2002
CSC UPSHOT VENTURES MANAGEMENT, LLC
PALO ALTO, CA · Since 2020
PLANMEMBER SECURITIES CORPORATION
CARPINTERIA, CA · Since 1991
TCFG INVESTMENT ADVISORS, LLC
LAGUNA NIGUEL, CA · Since 2013
SYNDICATED CAPITAL, INC.
DIAMOND BAR, CA · Since 2024
INDEPENDENT FINANCIAL GROUP, LLC
SAN DIEGO, CA · Since 2004
HOLLENCREST CAPITAL MANAGEMENT
NEWPORT BEACH, CA · Since 1998
CENTAURUS FINANCIAL, INC.
ANAHEIM, CA · Since 1999
WEDBUSH SECURITIES INC.
PASADENA, CA · Since 1970
WULFF, HANSEN & CO.
SAN RAFAEL, CA · Since 2022
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
NEWPORT BEACH, CA · Since 1994
INFINITY FINANCIAL SERVICES ADVISORY
OAKLAND, CA · Since 2019
MADISON AVENUE SECURITIES, LLC
SAN DIEGO, CA · Since 2009
FORGE GLOBAL ADVISORS LLC
SAN FRANCISCO, CA · Since 2019
CHARLES SCHWAB & CO., INC.
SAN FRANCISCO, CA · Since 1987
RBC SECURITIES, INC.
LOS ANGELES, CA · Since 2010
About Financial Advisors in California
How many financial advisors are registered in California?
There are 1,847 SEC-registered investment advisory firms in California, spread across 201 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in California?
The median advisory fee in California is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.