| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Jessica Champion | Jessica Champion Investment Services | Chittenango | Not listed | Percentage of assets |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Patrick Keane | Nevis Equity Advisors | Dobbs Ferry | Not listed | Percentage of assets |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Christopher Coleman | Fiduciary First Advising | Rochester | Not listed | Percentage of assets |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Hayden LaBelle | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jason Macgregor | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Kevin Guarino | Clover Leaf Financial | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Michele Tellstone | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Patrick Younis | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Alexander Skabry | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| David Caldwell | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| James Hedges | Harvest Capital Assets | Sanborn | Not listed | Percentage of assets |
| James Lubin | Infiniti Wealth Management | Brewster | Not listed | Percentage of assets, Hourly |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |