| Omeed Zarrin | The Herbst Group | New York | Not listed | Percentage of assets |
| Raul Berina | Magellan Financial Solutions | Warwick | Not listed | Percentage of assets, Hourly |
| Robert Levine | Clear Point Advisors | Melville | Not listed | Percentage of assets, Hourly |
| Rosanna Pezzo-Brizio | Tuliptree Advisors | Rye | Not listed | Percentage of assets, Hourly |
| Stephen Farrell | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Steven Maurer | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Sviatlana Maslava | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Aimee Adler | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Alexandra Shepis | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Andrew Derrenbacker | J.w.burns & Company | Dewitt | CFP, CFA | Percentage of assets |
| Andrew Laskaris | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Andrew Schuler | Prentice Wealth Management | Rochester | CFP | Percentage of assets, Hourly |
| Anthony Santoloci | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Antonia Clearwaters | Clarity Investments + Planning | Mount Kisco | CFP | Percentage of assets, Hourly |
| Avani Ramnani | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Barbara Leclerc | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |
| Barbara Silverman | Shufro, Rose & | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Benjamin Bernard | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Brandon Levine | Continuum Advisory | New York | CFP | Percentage of assets, Hourly |
| Carl Kempf | Carissima Capital | Troy | CFP | Percentage of assets, Hourly |
| Christine Parisi | R.W. Roge & Company | Bohemia | CFP | Percentage of assets |
| Christopher Riggi | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Esford | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Goldstein | Daniel Goldstein, CFP | Centerport | CFP | Percentage of assets, Hourly |
| Daniel Magier | Next Capital Management | New York | CFP | Percentage of assets, Hourly |
| David Haahr | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Kressner | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| David Shaw | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Dennis Beadle | Archetype Advisors | Glens Falls | CFP | Percentage of assets, Fixed fees |
| Dennis Beasley | DLB Wealth Advisors | East Northport | CFP | Percentage of assets, Hourly |
| Donald Benson | PVG Asset Management | Oneonta | CFP | Percentage of assets |
| Edward Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Eric Nelson | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Erik O'Neill | Northcape Wealth Management | Williamsville | CFP | Percentage of assets, Hourly |
| Ethan Gilbert | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Feifei Xing | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Filip Wolfe | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Florence Dupont | Financial Decisions | New York | CFP | Percentage of assets, Hourly |
| Gabe Bryan | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Gerson Ossers | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Heather Fox | NYE Street Partners | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Jacques Freeman | Bridgewater Advisors | New York | CFP | Percentage of assets |
| James Millington | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| James Vorchheimer | Integrated Financial Consulting | Airmont | CFP | Percentage of assets, Hourly |
| Jason Sacks | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Joseph Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Joseph Favorito | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| Joyce Streithorst | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Judy Sescil | WNY Asset Management | Williamsville | CFP | Percentage of assets, Hourly |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |