| John Drohan | Main Effort Financial | Holliston | Not listed | Percentage of assets, Hourly |
| John Foley | Harvest Capital Management | Quincy | Not listed | Percentage of assets |
| Jonathan Yeager | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Joseph Calvetti | Still River Financial Planning | Ayer | Not listed | Hourly, Fixed fees |
| Joseph Lepore | Wincap Financial | Peabody | Not listed | Percentage of assets |
| Joseph Rosano | R.A.I. Financial Services | Lynnfield | Not listed | Percentage of assets, Hourly |
| Joshua Coffey | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Juan De Jesus | Spotlight Investment | Boston | Not listed | Percentage of assets, Fixed fees |
| Jude Kostas | Savior Wealth | Wellesley | Not listed | Percentage of assets, Performance-based fees |
| Katherine Dimascolo | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Kathleen Anderson | Sage Wealth Advisors | Marion | Not listed | Percentage of assets, Hourly |
| Kathleen Kane | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Kian Pashapour Nikoo | Nvest Financial | Danvers | Not listed | Percentage of assets, Hourly |
| Lauris Lambergs | Renaissance Wealth Advisors | Newton | Not listed | Percentage of assets, Fixed fees |
| Marco Farina | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Matthew McLaughlin | Savior Wealth | Foxboro | Not listed | Percentage of assets, Performance-based fees |
| Melissa Mason | Cascade Wealth Management Solutions | Pittsfield | Not listed | Percentage of assets, Hourly |
| Narendra Kapadia | Value Financial Services | Chelmsford | Not listed | Percentage of assets |
| Patrick Xavier | Davis Wealth Advisors | Cambridge | Not listed | Percentage of assets, Hourly |
| Paul Stone | Genesis Wealth Advisors | Stoughton | Not listed | Percentage of assets, Hourly |
| Paul Travis | Community Financial Group | Marlborough | Not listed | Percentage of assets, Hourly |
| Peter Wurszt | Savlan Wealth Partners | East Longmeadow | Not listed | Percentage of assets, Hourly |
| Rhonda Bernier | Savior Wealth | Lakeville | Not listed | Percentage of assets, Performance-based fees |
| Rhonda Murray | Murray Financial Advisors | North Chelmsford | Not listed | Percentage of assets, Hourly |
| Robert Abraham | Abraham, Robert Ralph JR | Salem | Not listed | Percentage of assets, Hourly |
| Robert Clary | Clary Financial | So. Easton | Not listed | Percentage of assets |
| Robert Foster | Plain Talk Financial Planning | Amesbury | Not listed | Percentage of assets, Hourly |
| Robert Roy | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Samanda Morales | Wellfin360 | Lynnfield | Not listed | Percentage of assets, Hourly |
| Sandy Capobianco | Savior Wealth | Wellesley | Not listed | Percentage of assets, Performance-based fees |
| Shawn Mauro | Livelife Capital Partners | Southborough | Not listed | Percentage of assets, Fixed fees |
| Stavros Kokkotos | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Thomas Higgins | Balanced Rock Investment Advisors | Roslindale | Not listed | Percentage of assets, Hourly |
| Thomas Homan | Momentum Investment Management | Holyoke | Not listed | Percentage of assets, Hourly |
| Timothy Mortellite | Timothy Charles Financial | Lynnfield | Not listed | Percentage of assets, Hourly |
| Victor Melfa | Factor Investing Group | Wellesley | Not listed | Percentage of assets |
| William Kemple | Savlan Wealth Partners | East Longmeadow | Not listed | Percentage of assets, Hourly |
| William Nickles | Yellow DOG Financial | Bolton | Not listed | Percentage of assets, Hourly |
| William O'Donnell | Donal Fiduciaries | Sout Boston | Not listed | Percentage of assets, Hourly |