| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jason Gabrieli | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Wesley English | Vault Private Wealth | Lawrenceville | CFP | Percentage of assets |
| Yoel Kaplowitz | Able Wealth Management | Toms River | CFP | Percentage of assets, Flat fee or retainer |
| Christina Light | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Cacchiola | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Claudia Saia | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Emily Jaffe | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Frederic Wheeler | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Gregory Hart | Haddon Wealth Management | Haddonfield | CFP | Percentage of assets, Flat fee or retainer |
| Janel Manella | Co-Missions Financial Planning | Cherry Hill | CFP | Percentage of assets, Hourly |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jonathan Liebl | GenRise Wealth Advisors | Mt. Laurel | CFP | Percentage of assets, Hourly |
| Jordan Kaufman | Green Ridge Wealth Planning | Montville | CFP, CFA | Percentage of assets, Fixed fees |
| Nina Shaw | The DBS Companies | Mendham | CFA | Percentage of assets, Hourly |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Alexander Orlando | Key Client Fiduciary Advisors | Fairfield | CFP | Percentage of assets, Fixed fees |
| Erik Black | Calrivan Wealth Management | Randolph | Not listed | Hourly |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Jason Blumstein | Julius Wealth Advisors | Englewood Cliffs | CFA | Percentage of assets, Fixed fees |
| John Heisler | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Lauren Dwyer | Strategic Family Wealth Counselors | Fairfield | CFP | Percentage of assets, Hourly |
| Matthew Santarsiero | Tomoro | Colts Neck | CFP | Percentage of assets, Hourly |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | CFP | Percentage of assets, Hourly |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Nicholas DeSantis | Quaker Wealth Management | Moorestown | CFP, CFA | Percentage of assets, Fixed fees |
| Patricia Scott | MSM Financial Strategies | New Providence | CFP | Percentage of assets, Hourly |
| Peter News | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Timothy Miller | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Abel Reyes | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Alexander MacKnight | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Christopher Gething | Atherean Asset Management LLC | Jersey City | CFA, CFP, EA | Percentage of assets, Fixed fees |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Cynthia Meyer | Real Life Planning | Gladstone | CFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Cyrus Eslami | Eslami & Co. Wealth Management | Glen Ridge | Not listed | Percentage of assets, Ongoing planning fee |
| Gene Tortorello | 3i Wealth Management | Fairfield | CFA | Percentage of assets, Ongoing planning fee |
| John Munley | wHealth Advisors | Jersey City | CFP | Fixed fees |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Laurent Metzler | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |