| Denis Higgins | Montis Financial | Waltham | CFP, CFA | Percentage of assets, Hourly |
| George Gagliardi | Astoria Portfolio Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Jennifer Simes | Carl P. Sherr & | Worcester | CFP | Percentage of assets, Hourly |
| Keith Corbett | Bluebird Wealth Management | Amesbury | CFP | Percentage of assets, Hourly |
| Kevin Williams | Full Life Financial Planning | Pembroke | CFP | Percentage of assets, Hourly |
| Laurence Cohen | Laurence Financial Planning | Danvers | CFP | Percentage of assets, Hourly |
| Leah Warren | Single Point Partners | Boston | CFP | Fixed fees |
| Lee McGowan | Monument Group Wealth Advisors | Concord | CFP | Percentage of assets, Hourly |
| Mary Evans | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Matthew Costa | Woodside Wealth Management | Sudbury | CFP | Percentage of assets, Hourly |
| Matthew Schroeder | Great Point Wealth Advisors | Danvers | CFP | Percentage of assets, Hourly |
| Matthew Williams | Impact Advisors Group | Duxbury | CFP | Percentage of assets, Hourly |
| Meghan Dwyer | Single Point Partners | Boston | CFP | Fixed fees |
| Michelle Harrison | Single Point Partners | Boston | CFP | Fixed fees |
| Michelle Lum | Single Point Partners | Boston | CFP | Fixed fees |
| Peter Disch | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Raymond Bligh | Bounty Management | Boston | CFP | Percentage of assets |
| Richard Seeley | Pinney & Scofield | Cambridge | CFP | Percentage of assets, Hourly |
| Sarah Stamp | Compass Planning Associates | Greenfield | CFP | Hourly, Fixed fees |
| Theodore Wolfstich | Wolfstich Capital | Medfield | CFP | Percentage of assets, Hourly |
| Thomas Juster | Martha's Vineyard Investment Advisors | West Tisbury | CFP | Percentage of assets, Hourly |
| Tyler Dostie | Perennial Advisors Group | Westford | CFP | Percentage of assets, Fixed fees |
| Adam Apt | Peabody River Asset Management | Cambridge | CFA | Percentage of assets, Hourly |
| Alan Shorr | Investment Advisor Associates | Boston | ChFC | Percentage of assets, Fixed fees |
| Bradford Cadigan | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Brian Hawley | Freedom Investment Management | Shrewsbury | CFA | Percentage of assets |
| Brian Sokolowski | Bluebird Wealth Management | Medfield | CFA | Percentage of assets, Hourly |
| Henry Place | Diversified Financial Management | Norwell | CFA | Percentage of assets, Hourly |
| Jeffrey Sinder | AVK Partners | Concord | CFA | Percentage of assets, Hourly |
| Robert Shuman | Encore Investment Advisors | North Attleborough | CFA | Percentage of assets, Fixed fees |
| Robert Skloff | Silver Pine Capital | Medfield | CFA | Percentage of assets, Performance-based fees |
| Stephen Batzell | Montis Financial | Waltham | CFA | Percentage of assets, Hourly |
| Abraham Kirby-Galen | Single Point Partners | Boston | Not listed | Fixed fees |
| Adam Dworkin | Diversified Financial Management | Norwell | Not listed | Percentage of assets, Hourly |
| Andrew Sokol | Bluebird Wealth Management | Medfield | Not listed | Percentage of assets, Hourly |
| Anna Finklestein | Obran Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Brian Curtin | Curtin Financial Services | Burlington | Not listed | Hourly, Fixed fees |
| Brian Orourke | O'rourke & Company | Boston | Not listed | Percentage of assets, Hourly |
| Byron Woodman | Monument Group Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Casandra Johnson | Montis Financial | Bolton | Not listed | Percentage of assets, Hourly |
| Christophe Cadiou | Plum Street Advisors | Newton | Not listed | Percentage of assets |
| Courtney Summa | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Daniel Snyder | 3D Advisor Group | Hopkinton | Not listed | Percentage of assets |
| Daniel Traub | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| David Carpenter | Perennial Advisors Group | Westford | Not listed | Percentage of assets, Fixed fees |
| David Dirks | Plum Street Advisors | Newton | Not listed | Percentage of assets |
| Defred Folts III | 3edge Asset Management | Boston | Not listed | Percentage of assets |
| Dennis Follmer | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Edward Sherr | Carl P. Sherr & | Worcester | Not listed | Percentage of assets, Hourly |
| Edward Vahey | Silver Pine Capital | Medfield | Not listed | Percentage of assets, Performance-based fees |