| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Ryan Hulsebos | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Scott Drown | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Anthony Fimognari | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Blake Parisi | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |