| Christopher Mikus | Birch Hill Investment Advisors | Boston | CFP, CFA | Percentage of assets |
| David Martula | Fee-Only Financial Planning | Hadley | CFP | Hourly, Percentage of assets |
| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Lowell Thomas | South Shore Capital Advisors | Boston | CFA | Percentage of assets, Fixed fees |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Mike Gross | Rising Tides Financial, LLC | Needham | CFP, CPA | Fixed fees |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Samuel Ober | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Sunil Harpalani | Holistic View Financial, LLC | Boston | CFP, CPA | Percentage of assets, Hourly |
| Timothy Malloy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| Weston Howland | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Faddis | Zevin Asset Management | Boston | CFA | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | 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 |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Scott Leabman | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Tenzing Tashishar | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| Tuyet Nguyen | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Swanson | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Daniel Singh | Dhyan Capital Management | Norwell | 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 |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |