| Christopher Lai | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| Daniel Harnish | Miller Investment Management | New York | CFA | Percentage of assets, Fixed fees |
| Emmanuel Tsantes | Aries Investment Advisors | Garden City | CFA | Percentage of assets, Hourly |
| Jay Taparia | Sanskar Advisors | Nyack | CFA | Percentage of assets, Hourly |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Johnathan Komich | Komich Capital Advisors | Ronkonkoma | CFA | Percentage of assets, Fixed fees |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| Joseph Summa | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Scott McCartney | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Yibo Huang | Sicart Associates | New York | CFA | Percentage of assets |
| Chao Yang | Conrad Capital Management | Hauppauge | CFA | Percentage of assets, Hourly |
| Drew Collins | Magnus Financial Group | Bedford Corners | CFA | Percentage of assets, Hourly |
| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| Ronald Deutsch | Magnus Financial Group | New York | CFA | Percentage of assets, Hourly |
| William Brewster | RGA Investment Advisors | Great Neck | CFA | Percentage of assets |
| Adrian Colarusso | Target Rock Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Andrew Derrenbacker | J.w.burns & Company | Dewitt | CFP, CFA | Percentage of assets |
| Andrew Laskaris | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Barbara Leclerc | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |
| Barbara Silverman | Shufro, Rose & | New York | CFP, CFA | Percentage of assets, Fixed fees |
| David Kressner | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Jason Kass | Legacy Edge Advisors | Syosset | CFP, CFA | Percentage of assets, Hourly |
| Joseph Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Kevin Hegarty | Hegarty Advisors | Garden City | CFP, CFA | Percentage of assets, Hourly |
| Larry Luxenberg | Lexington Avenue Capital Management | New City | CFP, CFA | Percentage of assets, Hourly |
| Leo Marzen | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |
| Lewis Altfest | Altfest Personal Wealth Management | New York | CFP, PFS, CFA | Percentage of assets, Hourly |
| Michael Rizzolo | Flower City Capital | Pittsford | CFP, CFA | Percentage of assets, Fixed fees |
| Nelson Mead | Cornell Pochily Investment Advisors | Ithaca | CFP, CFA | Percentage of assets, Hourly |
| Richard Daskin | RSD Advisors | Brooklyn | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Werner | Winthrop Partners - EPA | Orchard | CFP, CFA | Percentage of assets, Hourly |
| Sahil Vakil | Myra Wealth | New York | CFP, CFA | Percentage of assets, Hourly |
| Amy Seagroatt | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Andrei Belov | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Arden Rodgers | Arbus Capital Management | New York | CFA | Percentage of assets, Hourly |
| Bruce Lavine | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Charles Ruff | Layline Advisors | Rochester | CFA | Percentage of assets, Fixed fees |
| Christina De Marval | Target Rock Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Darren Godsell | MIO Partners | New York | CFA | Percentage of assets, Fixed fees |
| David Katz | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| David Settanni | Settanni Financial | Armonk | CFA | Percentage of assets, Hourly |
| Edward Mally | Premier Wealth Advisors | New York | CFA | Percentage of assets, Hourly |
| Ian Woods | Northcape Wealth Management | Williamsville | CFA | Percentage of assets, Hourly |
| Jacob Farabee | Passive Capital Management | Syracuse | CFA | Percentage of assets |
| James Burns | J.w.burns & Company | Dewitt | CFA | Percentage of assets |
| Joao Correia | Madison Asset Advisors | New York | CFA | Percentage of assets, Hourly |
| Josiah Choy | Frisch Financial Group | Melville | CFA | Percentage of assets, Fixed fees |
| Kimberly Chao | Zebra Crossing Asset Management | New York | CFA | Percentage of assets, Fixed fees |
| Lawrence Whistler | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |