| Jeffrey Braverman | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Joseph Summa | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Scott McCartney | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| William Bennett | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Ashley White | Federmann Financial Advisors | Rocky Point | Not listed | Percentage of assets, Hourly |
| Brett Sohns | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| Devin Campbell | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Evan Wiggins | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| Ivan Thornton | Fiduciary Management Group | New York | Not listed | Percentage of assets, Hourly |
| James Berman | JBGlobal.com | New York | Not listed | Percentage of assets |
| Jason Sgroi | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| John Mendrysa | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Maxwell Hulbert | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Nicholas Rossetti | LifeGoal Investments | Saratoga Springs | Not listed | Percentage of assets, Hourly |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Steven Brill | Clear Point Advisors | Melville | ChFC | Percentage of assets, Hourly |
| Bradley Kowalczyk | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Douglas Bissonette | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Evan Coppola | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Gerard Murray | Ascent Wealth Partners | Tribes Hill | Not listed | Percentage of assets |
| Henry Urban | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Martin Moshier | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Nancy Kowalczyk | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Neil Edmonds | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Sophia Tsoupelis | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Stephen Basile | Ascent Wealth Partners | Saratoga Springs | Not listed | Percentage of assets |
| Timothy Welchons | Ascent Wealth Partners | New Hartford | Not listed | Percentage of assets |
| Barry Dampf | Clear Point Advisors | Melville | Not listed | Percentage of assets, Hourly |
| Bryan Scheels | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Carl Oppenheimer | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Casey Ryan | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| Claudia Sadde | Activest Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Craig Cairns | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| Curt Schultzberg | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| David Panebianco | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Elizabeth Hutton | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| George Jarvinen | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| James Serkes | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Jay Rosenberg | Arrival Capital Management | New York | Not listed | Percentage of assets |
| Mary Graniero | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |