| Garrett Naylor | Soundhaven Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Graham Mandl | Serenus Wealth Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Rickens | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Gregory Sanderson | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Gregory Shufro | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Zoraian | Shelter Rock Management | Commack | Not listed | Percentage of assets |
| Harrison Horton | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Harvey Wacht | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| James Diorio | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| James Rudolph | Castfirm Advisors | Garden City | Not listed | Percentage of assets, Fixed fees |
| Jane Quinn | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jason Stronz | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Jay Bluestine | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kerman | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Jeffrey Watson | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Jennifer Brown | Summer Creek Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jennifer Logan | Chisholm Financial Planning & Investments | Henderson | Not listed | Percentage of assets, Hourly |
| Jesse Cramer | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| John Contant | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| John Davi | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| John Diaz | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| John Donnelly | Paulo Financial Advisors | Staten Island | Not listed | Percentage of assets, Hourly |
| John Romano | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| John Zimmerman | J.w.burns & Company | Dewitt | Not listed | Percentage of assets |
| Jolyn Sweet | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jon Pecorella | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Joseph Castiglie | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| Joseph Mineo | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Joseph Rossetti | Tortoise Investment Management | New York | Not listed | Percentage of assets |
| Joshua Barrett | Barrett Wealth Management | Rochester | Not listed | Percentage of assets |
| Jozef Kuzmkowski | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Justin Singer | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Katherine Christoferson | Mccollum Christoferson Group | Amherst | Not listed | Percentage of assets, Hourly |
| Kenji Kimura | Northcape Wealth Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Kenneth Gutwillig | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Kerri Chiodo | Elevation Wealth Partners | Greenlawn | Not listed | Percentage of assets |
| Kimberly Ruscigno | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Kurt Krokenberger | Factorpoint Planning | Pittsford | Not listed | Percentage of assets, Fixed fees |
| Lawrence Tankel | LT Advisors | New City | Not listed | Percentage of assets, Hourly |
| Leonard Meshberg | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Leonard Zablonski | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Lincoln Dacosta | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Louis Berger | Washington Square Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Lyle Hardgrove | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| Margaret Browning | MBB Advisory | New York | Not listed | Percentage of assets |
| Mariah Galletta | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Mark Lazarczyk | HV Capital Management | Montgomery | Not listed | Percentage of assets, Subscription |
| Mark Rose | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Matthew Moore | NYE Street Partners | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Matthew Unger | Focus Asset Management | New York | Not listed | Percentage of assets, Fixed fees |