| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Arthur Ebersole | Ebersole Financial | Wellesley Hills | CFP, CFA | Percentage of assets, Hourly |
| Denis Higgins | Montis Financial | Waltham | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Kutz | Arborstone Financial | Andover | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Dorsey | Boston Family Office | Boston | CFP, CFA | Percentage of assets, Hourly |
| Michael Sheldon | Washington Trust Advisors | Wellesley | CFP, CFA | Percentage of assets, Fixed fees |
| Nicholas De Peyster | Genesis Wealth Advisors | Stoughton | CFP, CFA | Percentage of assets, Hourly |
| Samuel Cohen | Park State Asset Management | Beverly | CFP, CFA | Percentage of assets, Fixed fees |
| Adam Apt | Peabody River Asset Management | Cambridge | CFA | Percentage of assets, Hourly |
| Agnes Olshansky | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |
| Alan Simpson | Simpson Investment Counsel | Lexington | CFA | Percentage of assets |
| Alex Ranere | Livelife Capital Partners | Southborough | CFA | Percentage of assets, Fixed fees |
| Andrew McIntire | Baldwin Wealth Partners | Marion | CFA | Percentage of assets, Fixed fees |
| Benjamin Richardson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Bradford Cadigan | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Brian Hawley | Freedom Investment Management | Shrewsbury | CFA | Percentage of assets |
| Brian Sokolowski | Bluebird Wealth Management | Medfield | CFA | Percentage of assets, Hourly |
| Catherine Ryan | Cedar Rock Investment Advisors | Leominster | CFA | Hourly, Fixed fees |
| Christopher Fisher | Livelife Capital Partners | Southborough | CFA | Percentage of assets, Fixed fees |
| Daniel Carman | Park State Asset Management | Beverly | CFA | Percentage of assets, Fixed fees |
| Daniel Flannery | Balanced Rock Investment Advisors | Roslindale | CFA | Percentage of assets, Hourly |
| Daniel Tortola | Boston Research and Management | Manchester | CFA | Percentage of assets, Hourly |
| Dylan Brix | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Geoffrey Dancey | Cutler Capital Management | Worcester | CFA | Percentage of assets, Fixed fees |
| Gregory Clinton | Kraematon Investment Advisors | Wellesley | CFA | Percentage of assets |
| Henry Place | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Heydon Traub | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |
| Jake Bulian | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |
| James Zoldy | Washington Trust Advisors | Wellesley | CFA | Percentage of assets, Fixed fees |
| Jeffrey Sinder | AVK Partners | Concord | CFA | Percentage of assets, Hourly |
| Jeremy Distefano | Cape ANN Capital | South Hamilton | CFA | Percentage of assets, Fixed fees |
| John Prys | Baldwin Wealth Partners | Marion | CFA | Percentage of assets, Fixed fees |
| Leslie Kernan | Boston Research and Management | Manchester | CFA | Percentage of assets, Hourly |
| Matthew Lurvey | PNL Investments | Dover | CFA | Percentage of assets, Fixed fees |
| Michael Collins | Wincap Financial | Boston | CFA | Percentage of assets |
| Myra Tucker | Washington Trust Advisors | Wellesley | CFA | Percentage of assets, Fixed fees |
| Patrick McGinn | Retirement Resources Investment | Andover | CFA | Percentage of assets, Hourly |
| Peder Johnson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Raymond Childs | DJG Financial Services | East Weymouth | CFA | Percentage of assets, Hourly |
| Robert Kania | Moore Financial Advisors | Belmont | CFA | Percentage of assets, Hourly |
| Robert Kea | Greenport Capital Advisors | Marlborough | CFA | Percentage of assets |
| Robert Leonard | Simpson Investment Counsel | North Andover | CFA | Percentage of assets |
| Robert Pineau | Tyler Street Capital | Plymouth | CFA | Percentage of assets, Hourly |
| Robert Shuman | Encore Investment Advisors | North Attleborough | CFA | Percentage of assets, Fixed fees |
| Robert Skloff | Silver Pine Capital | Medfield | CFA | Percentage of assets, Performance-based fees |
| Ruzanna Queenan | Queenvest | Beverly | CFA | Percentage of assets, Hourly |
| Stephen Batzell | Montis Financial | Waltham | CFA | Percentage of assets, Hourly |
| Stephen Neumeier | Neumeier Capital Management | Concord | CFA | Percentage of assets, Hourly |
| Walter Beck | Tailwind Wealth Management | Hingham | CFA | Percentage of assets |
| Yotam Mendlinger | By the Square Investments | Boston | CFA | Percentage of assets, Hourly |