| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Brendan Clune | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Christopher Harris | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Jane Li | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Jeremiah Gallington | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Julie Goodridge | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Natasha Lamb | Arjuna Capital | Manchester | Not listed | Percentage of assets, Performance-based fees |
| Thomas Brennecke | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Aidan McBride | Baldwin Wealth Partners | Marion | CFP | Percentage of assets, Fixed fees |
| Allison Crate | Mayflower Advisors | Boston | CFP | Percentage of assets, Fixed fees |
| Benjamin Muchler | Boston Research and Management | Manchester | CFP | Percentage of assets, Hourly |
| Christopher Gullotti | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Craig Dumas | Baldwin Wealth Partners | Marion | CFP, ChFC | Percentage of assets, Fixed fees |
| David Jaeger | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Edwin Hamlin | Clarendon Private | Boston | CFP | Percentage of assets |
| Hailee OKeefe-MacDonald | Clarendon Private | Boston | CFP | Percentage of assets |
| John Williams | Burr & Company | Osterville | CFP | Percentage of assets |
| Joshua Street | Signal Ridge Capital Partners | Framingham | CFP | Percentage of assets, Hourly |
| Kathryn Rowe | Baldwin Wealth Partners | Marion | CFP | Percentage of assets, Fixed fees |
| Latimer Eddy | L. B. Eddy | Westfield | CFP | Percentage of assets, Hourly |
| Laura Mok | Park State Asset Management | Beverly | CFP | Percentage of assets, Fixed fees |
| Marilyn Gentilotti | Washington Trust Advisors | Wellesley | CFP | Percentage of assets, Fixed fees |
| Martin Baker | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Meghan Flynn | Boston Research and Management | Manchester | CFP | Percentage of assets, Hourly |
| Michael Dorsey | Boston Family Office | Boston | CFP, CFA | Percentage of assets, Hourly |
| Michael Durant | Belmont Financial | Charlestown | CFP | Percentage of assets |
| Michael Flaherty | Canby Financial Advisors | Framingham | CFP | Percentage of assets, Hourly |
| Michael Sheldon | Washington Trust Advisors | Wellesley | CFP, CFA | Percentage of assets, Fixed fees |
| Samuel Cohen | Park State Asset Management | Beverly | CFP, CFA | Percentage of assets, Fixed fees |
| Agnes Olshansky | Traub Capital Management | Needham | CFA | Percentage of assets, Hourly |
| Alan Simpson | Simpson Investment Counsel | Lexington | CFA | Percentage of assets |
| Andrew McIntire | Baldwin Wealth Partners | Marion | CFA | Percentage of assets, Fixed fees |
| Benjamin Richardson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Carl Goodman | Goodman Asset Management | Framingham | PFS | Percentage of assets, Hourly |
| Catherine Ryan | Cedar Rock Investment Advisors | Leominster | CFA | Hourly, Fixed fees |
| Daniel Carman | Park State Asset Management | Beverly | CFA | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| John Prys | Baldwin Wealth Partners | Marion | CFA | Percentage of assets, Fixed fees |
| Leslie Kernan | Boston Research and Management | Manchester | CFA | Percentage of assets, Hourly |
| Michael Hogan | Cutler Capital Management | Worcester | ChFC | Percentage of assets, Fixed fees |
| Myra Tucker | Washington Trust Advisors | Wellesley | CFA | Percentage of assets, Fixed fees |
| Peder Johnson | Boston Family Office | Boston | 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 |
| Andrea Crowell | Kearney-Burch Financial Services | Bolton | Not listed | Percentage of assets, Hourly |