| Brian Laible | Landmark Wealth Management | Getzville | CFP, PFS | Percentage of assets |
| Christine Backel | United Financial Planning Group | Whitestone | CFP | Percentage of assets, Hourly |
| Daniel Bertleff | Landmark Wealth Management | Getzville | CFP | Percentage of assets |
| Jacob Asplundh | Passive Capital Management | Syracuse | CFP | Percentage of assets |
| Jacqueline Worstell | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| Jason Kass | Legacy Edge Advisors | Syosset | CFP, CFA | Percentage of assets, Hourly |
| John Owens | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| John Wieder | Wieder Financial | Yonkers | CFP | Percentage of assets, Fixed fees |
| Lindsay DeLellis | Landmark Wealth Management | Getzville | CFP | Percentage of assets |
| Matthew Krusko | Golden Bay Advisors | Chappaqua | CFP | Percentage of assets, Fixed fees |
| Nicola Patullo | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Philip Purpura | Mayflower Advisors | Melville | CFP | Percentage of assets, Fixed fees |
| Richard Daskin | RSD Advisors | Brooklyn | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Marronaro | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Rom | Legacy Edge Advisors | Syosset | CFP | Percentage of assets, Hourly |
| Robert Saposh | Saposh & Malter | White Plains | CFP | Percentage of assets, Hourly |
| Wesley Austin | Landmark Wealth Management | Getzville | CFP | Percentage of assets |
| Carol Powell | Magnolia Capital Management | Cold Spring | PFS | Percentage of assets, Hourly |
| Christina De Marval | Target Rock Wealth Management | New York | CFA | Percentage of assets, Hourly |
| David Katz | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Jacob Farabee | Passive Capital Management | Syracuse | CFA | Percentage of assets |
| James Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | PFS | Percentage of assets, Hourly |
| Luca Zambito | Armbruster Capital Management | Pittsford | CFA | Percentage of assets |
| Mark Armbruster | Armbruster Capital Management | Pittsford | CFA | Percentage of assets |
| Sang Wong | Mercury Financial Advisors | Albany | CFA | Fixed fees |
| Scott Reinhardt | Passive Capital Management | Syracuse | CFA | Percentage of assets |
| Stephan Weinberger | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Steven Roukis | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| William Klein | Baldwin Wealth Partners | Greenvale | CFA | Percentage of assets, Fixed fees |
| Alan Resnick | Janal Capital Management | Rochester | Not listed | Percentage of assets |
| Anthony Law | BOS Taurus | Bronx | Not listed | Percentage of assets, Hourly |
| Anthony Logrippo | IHS Wealth Management | Oyster Bay | Not listed | Percentage of assets, Hourly |
| Anthony Schiff | 1230 Advisors | Pound Ridge | Not listed | Percentage of assets |
| Barry Gladstein | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Charles Whitman | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Chris Heintz | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Christopher Cebula | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Collin Glover | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Craig Julien | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Devinder Singh | Northstar Financial Advisors | Northport | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Dann | Sheets Smith Wealth Management | Staatsburg | Not listed | Percentage of assets, Fixed fees |
| Gordy Rogers | Target Rock Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Hui Yao Kelly Lin | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Jack Solasz | JPS Advisors | Brooklyn | Not listed | Percentage of assets, Fixed fees |
| Jacqueline DiSanto | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| James Bruderman | Bruderman Private Wealth | Locust Valley | Not listed | Percentage of assets, Hourly |
| Jeffrey Dingle | Brooklyn FI | Brooklyn | Not listed | Percentage of assets, Hourly |
| Jordan Posner | Matrix Asset Advisors | White Plains | Not listed | Percentage of assets, Fixed fees |
| Joseph Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |
| Karen Filler | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |