| Ari Lazar | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Charles Babin | Boston Research and Management | Manchester | Not listed | Percentage of assets, Hourly |
| Christopher Borden | Canby Financial Advisors | Framingham | Not listed | Percentage of assets, Hourly |
| Christopher McSherry | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| David Canal | Contravisory Investment Management | Norwell | Not listed | Percentage of assets, Performance-based fees |
| Eliza Rowe | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Eric Strand | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| George Beal | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| George Putnam | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| James Daron | Concordia Wealth Management | Chelmsford | Not listed | Percentage of assets, Fixed fees |
| Jared Manville | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| John Smitka | Signal Ridge Capital Partners | Framingham | Not listed | Percentage of assets, Hourly |
| Jonathan Taylor | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Joseph Bruderman | Bruderman Private Wealth | Stoneham | Not listed | Percentage of assets, Hourly |
| Joseph Kendall | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Kimberly Swift | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Kimberly Tirrell | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Marc White | Clarendon Private | Boston | Not listed | Percentage of assets |
| Marcus Green | Greenport Capital Advisors | Marlborough | Not listed | Percentage of assets |
| Matthew Sullivan | Contravisory Investment Management | Norwell | Not listed | Percentage of assets, Performance-based fees |
| Maurice Patterson | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Melvin Cutler | Cutler Capital Management | Worcester | Not listed | Percentage of assets, Fixed fees |
| Michael Baldwin | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Nathan Stewart | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Nicholas Cruise | Clarendon Private | Boston | Not listed | Percentage of assets |
| Philip Noonan | Contravisory Investment Management | Norwell | Not listed | Percentage of assets, Performance-based fees |
| Robert McKenzie | Boston Research and Management | Manchester | Not listed | Percentage of assets, Hourly |
| Robert Rodriguez | Concordia Wealth Management | Concord | Not listed | Percentage of assets, Fixed fees |
| Romahlo Wilson | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Samuel Webster | Signal Ridge Capital Partners | Framingham | Not listed | Percentage of assets, Hourly |
| Stephen Colella | Snug Harbor Capital Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Steven Dean | Baldwin Wealth Partners | Revere | Not listed | Percentage of assets, Fixed fees |
| Tracy Welch | Clarendon Private | Boston | Not listed | Percentage of assets |
| William Furber | Park State Asset Management | Beverly | Not listed | Percentage of assets, Fixed fees |
| William Marvel | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| William Noonan | Contravisory Investment Management | Norwell | Not listed | Percentage of assets, Performance-based fees |
| Yuji Koga | KCM | Lexington | Not listed | Percentage of assets |