| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Martha Raghunauth | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Masahiro Yamazaki | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Peter Kunze | Guardant Wealth Advisors | New York | Not listed | Percentage of assets |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Aron Pinson | Equinum | Brooklyn | CFA | Percentage of assets |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Joshua Beckerman | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Julie Shah | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Yibo Huang | Sicart Associates | New York | CFA | Percentage of assets |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Brett Stanton | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| Harry Mamaysky | QuantStreet Capital | Rye | Not listed | Percentage of assets |
| Harvey Radler | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Isaac Mamaysky | QuantStreet Capital | Rye | Not listed | Percentage of assets |
| James Cloudman | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jeff Blick | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jennifer Kenney-Zimmerli | Two Point Capital Management | Pittsford | Not listed | Percentage of assets |
| Jonathan Blau | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Mark Sladkus | Red Lighthouse Investment Management | Hillsdale | Not listed | Percentage of assets |
| Benjamin Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Brett Rosen | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Donald Bond | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Eric Birdsall | Milestone Consultants | Whitney Point | Not listed | Percentage of assets, Hourly |
| John Marx | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Marianna Beddard | PlayBook Advizor | Port Washington | Not listed | Ongoing planning fee |
| Matthew Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Ellen Lazarus | Charles Pratt & Company | New York | Not listed | Percentage of assets |
| Philip Richter | Hollow Brook Wealth Management | Katonah | Not listed | Percentage of assets, Fixed fees |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| Adrian Colarusso | Target Rock Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |