| Alisa Skatrud | Plum Street Advisors | Newton | CFA, CFP, MPA | Percentage of assets |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Benjamin Smith | Guidance Point Advisors | Wellesley | CFA | Percentage of assets |
| Brett Mirliani | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Charles Clapp | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Christopher Mikus | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joseph Hosler | Auour Investments | Woburn | CFA | Percentage of assets |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Louis Conrad | COMPASS Wealth Management | Ayer | CFA | Percentage of assets |
| Lowell Thomas | South Shore Capital Advisors | Boston | CFA | Percentage of assets, Fixed fees |
| Matt Hodges | Dreamfield Planning Group, LLC | Milton | CFP, CFA | Percentage of assets, Hourly |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Samuel Ober | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Weston Howland | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Catherine Faddis | Zevin Asset Management | Boston | CFA | Percentage of assets, Hourly |
| David Carnevale | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| David Mullen | Little House Capital | Braintree | CFA | Percentage of assets, Hourly |
| John Brennecke | Timber Creek Capital Management | Boston | CFA | Percentage of assets |
| Karl Fries | Arjuna Capital | Manchester-By-The-Sea | CFA | Percentage of assets, Performance-based fees |
| Laurence Pike | Client Priority Financial Advisors | Plymouth | CFA | Hourly |
| Meredith Murphy | Financial Well-Being Advisors | Wellesley | CFA | Hourly, One-time planning fee |
| Samuel Plotkin | ProsperiTea Planning | Greenfield | CFA | One-time planning fee |
| Stefan Karlsson | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tenzing Tashishar | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Thaddeus Davis | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Tuyet Nguyen | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Vahan Janjigian | Greenwich Wealth Management | Wayland | CFA | Percentage of assets, Hourly |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Andrew Novelline | Abbot Financial Management | Andover | CFA | Percentage of assets |
| Daniel Singh | Dhyan Capital Management | Norwell | CFA | Percentage of assets, Hourly |
| Dennis Wassung | Abbot Financial Management | Andover | CFA | Percentage of assets |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Gary Mikula | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| George Cook | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| James Ho | West Branch Capital | Amherst | CFA | Percentage of assets, Fixed fees |
| Jeffrey Bonvallat | Bon Investments | Acton | CFA | Percentage of assets |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |