| Dorothy Cole | Dorothy J. Cole | Lexington | CFP, EdM, MBA | Percentage of assets, Hourly |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Gregory Fenton | Cambridge Cape Cod Advisors | Sandwich | BS, CFP | Percentage of assets, Fixed fees |
| Hendrix Berry | Obran Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Jennifer Morrell | Wakely Investment Management | Boston | BS, CFP | Percentage of assets |
| John R. Goddard | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Ken Hoyt | Hoyt Wealth Management | Westford | CFP | Percentage of assets, Hourly |
| Matthew Pierce | Kastel Capital | Wellesley | PFS | Percentage of assets, Hourly |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Peter Boyd | Boyd Financial Strategies | Auburn | ChFC | Percentage of assets, Hourly |
| Robert Napolitano | Napier Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Ryan Hass | RF&L Wealth Management | Acton | CFP | Percentage of assets, Hourly |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| William Harris | WH Cornerstone | Duxbury | CFP | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Anke Parpart | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| David Mullen | Little House Capital | Braintree | CFA | Percentage of assets, Hourly |
| Grady Kozak | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Katherine Kiezulas | Sechrest & Bloom | Acton | Not listed | Fixed fees |
| Matthew Babson | Good Harbor Advisors | Gloucester | Not listed | Percentage of assets, Hourly |
| Noreen Walsh | Aequitas Investment Advisors | Hingham | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Robert Murphy | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Andrew Novelline | Abbot Financial Management | Andover | CFA | Percentage of assets |
| Andrew Walker | Guidance Point Advisors | Wellesley | Not listed | Percentage of assets |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Caroline Hedges | Fairfield Financial Advisors | Wellesley | Not listed | Percentage of assets |
| Christopher Del Col | Guidance Point Advisors | Wellesley | Not listed | Percentage of assets |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Dennis Wassung | Abbot Financial Management | Andover | CFA | Percentage of assets |
| Drasko Kovrlija | Kastel Capital | Wellesley | Not listed | Percentage of assets, Hourly |
| Greg Dodge | Dodge Wealth Management | Foxboro | Not listed | Percentage of assets |
| Jacob Wharton | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Jacqueline Waite | Atwater Wealth Management | Boston | Not listed | Percentage of assets, Flat fee or retainer |
| James Ho | West Branch Capital | Amherst | CFA | Percentage of assets, Fixed fees |
| Jeffrey Bonvallat | Bon Investments | Acton | CFA | Percentage of assets |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Joseph Bourque | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Sangam Dahal | Worcester Advisors | Worcester | Not listed | Percentage of assets |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Andrew Mazzola | M3 Advisory Group | Boston | Not listed | Percentage of assets, Hourly |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |