| Gregory Clinton | Kraematon Investment Advisors | Wellesley | CFA | Percentage of assets |
| Jeremy Distefano | Cape ANN Capital | South Hamilton | CFA | Percentage of assets, Fixed fees |
| Matthew Lurvey | PNL Investments | Dover | CFA | Percentage of assets, Fixed fees |
| Michael Collins | Wincap Financial | Boston | CFA | Percentage of assets |
| Paul Duval | Genesis Wealth Advisors | Stoughton | ChFC | Percentage of assets, Hourly |
| Raymond Childs | DJG Financial Services | East Weymouth | CFA | Percentage of assets, Hourly |
| Robert Kania | Moore Financial Advisors | Belmont | CFA | Percentage of assets, Hourly |
| Ruzanna Queenan | Queenvest | Beverly | CFA | Percentage of assets, Hourly |
| Stephen Neumeier | Neumeier Capital Management | Concord | CFA | Percentage of assets, Hourly |
| Walter Beck | Tailwind Wealth Management | Hingham | CFA | Percentage of assets |
| Yotam Mendlinger | By the Square Investments | Boston | CFA | Percentage of assets, Hourly |
| Adrian Becker | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Aletta Tibbetts | Stardust Wealth Strategies | Arlington | Not listed | Percentage of assets, Hourly |
| Alexander Sauer-Budge | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Allison Leary | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Alonzo Tredwell | Vital Investment Management | Marblehead | Not listed | Percentage of assets, Hourly |
| Andrew Crowley | Wincap Financial | Boston | Not listed | Percentage of assets |
| Arthur Debenedictis | Genesis Wealth Advisors | Wakefield | Not listed | Percentage of assets, Hourly |
| Ashley Murray | Balanced Rock Investment Advisors | Roslindale | Not listed | Percentage of assets, Hourly |
| Bhavneesh Sharma | Integrity Advisors | Burlington | Not listed | Percentage of assets, Performance-based fees |
| Charles Brown IV | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Charles Consentino | Nestegg Financial | North Attleboro | Not listed | Fixed fees |
| Charles Lavrentios | Harbor Point Capital Management | Woburn | Not listed | Percentage of assets |
| Charles Patterson | Bartholomew & Company Wealth Management | Worcester | Not listed | Percentage of assets, Hourly |
| Christian Bockrath | Integrity Financial Advisors | Woburn | Not listed | Percentage of assets |
| Christopher Moran | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Connor Gallivan | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Daniel Duval | Genesis Wealth Advisors | Stoughton | Not listed | Percentage of assets, Hourly |
| David Kopack | Boston Investment Trust Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| David Rourke | Strategic Planning Group | Wellesley | Not listed | Percentage of assets, Fixed fees |
| David Trott | Aragorn | Milton | Not listed | Percentage of assets, Hourly |
| Denise Del Monaco | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Eric Bingham | Pamet Advisors | Truro | Not listed | Percentage of assets, Hourly |
| Eric Martin | Oxford Martin | Wakefield | Not listed | Percentage of assets, Hourly |
| Fermo Bianchi | Fabco Investment Advisors | Newton Upper Falls | Not listed | Percentage of assets, Hourly |
| Francis Collins | Beacon Investment Advisers | Northampton | Not listed | Percentage of assets |
| Frank Mahoney | Wincap Financial | Boston | Not listed | Percentage of assets |
| Gary Coon | Finer Wealth Management | Salem | Not listed | Percentage of assets, Hourly |
| Georgia Mourtzinou | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Hope Canniff | Advanced Portfolio Design | Westford | Not listed | Percentage of assets, Hourly |
| James Carlson | Carlson Planning Company | Mansfield | Not listed | Percentage of assets, Subscription |
| James Jasinski | Cape ANN Capital | Concord | Not listed | Percentage of assets, Fixed fees |
| James Laite | Cadence Wealth Management | Westborough | Not listed | Percentage of assets, Fixed fees |
| James Wood | Insight Financial Strategists | Newton | Not listed | Percentage of assets, Hourly |
| Jarrod Sherman | Strategic Planning Group | Wellesley | Not listed | Percentage of assets, Fixed fees |
| Jasmine Gautam | Launch Financial Planning | Andover | Not listed | Percentage of assets, Hourly |
| Jason Clary | Clary Financial | So. Easton | Not listed | Percentage of assets |
| John Bass | One DAY in July | Northampton | Not listed | Percentage of assets, Fixed fees |
| John Boyle | Lennox Financial | Swampscott | Not listed | Percentage of assets |
| John Cranston | Cranston Capital Management | Boston | Not listed | Percentage of assets, Hourly |