| Richard Flora | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Robert Mehlin | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Robert Shaara | Feeney Financial | Riverton | Not listed | One-time planning fee |
| Robert Solimano | Angel Oak Financial Services | Montvale | Not listed | Hourly |
| Scott Dunn | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Steven Maide | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Stuart Schrenzel | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Timothy Feeney | Feeney Financial | Mt. Laurel | Not listed | One-time planning fee |
| Todd Levine | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Anthony Fimognari | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Blake Parisi | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Gary Sica | Cynosure Portfolio Advisors | Colts Neck | Not listed | Percentage of assets, Hourly |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Michael Rosen | NorthStar Advisory Group | Northfield | Not listed | Percentage of assets |
| Smara Savoy | We Financial Group | East Windsor | Not listed | Percentage of assets, Hourly |
| Anthony Lupo | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |
| Brendan Mullooly | Mullooly Asset Management | Wall Township | CFP | Percentage of assets, Fixed fees |
| Brian Deane | Apostolic Financial Advisors | Saddle River | CFP | Percentage of assets, Hourly |
| Cal Cacciaguida | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| Christopher Helwig | Newport Wealth Management | Middletown | CFP | Percentage of assets, Hourly |
| Constance Millahn | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| David Armbruster | Cypress Financial Planning | Haddon Heights | CFP | Percentage of assets, Fixed fees |
| David Fuhrman | Kensington Financial Advisors | Roseland | CFP, CFA | Percentage of assets, Hourly |
| Dennis McNamara | Whealth Advisors | Red Bank | CFP | Fixed fees |
| Donald La Fronz | New Amsterdam Wealth Planning | Long Branch | CFP | Percentage of assets, Fixed fees |
| Douglas Cakert | TC Financial Management, CO | Margate City | CFP | Percentage of assets |
| Eric Tilson | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |
| Gerald Brown | Maltin Wealth Management | Ridgewood | CFP | Percentage of assets, Fixed fees |
| Gregory Shaw | H&s Tax and Wealth Advisors | Red Bank | CFP | Percentage of assets, Fixed fees |
| Howard Shemitz | Integrated Asset Management | Wall | CFP | Percentage of assets, Fixed fees |
| Janhvi Bhatt | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Jeffrey Jones | Cypress Financial Planning | Haddon Heights | CFP | Percentage of assets, Fixed fees |
| John McGovern | Mcgovern Financial Planning | North Arlington | CFP | Percentage of assets, Hourly |
| John Prokop | Tilson Financial Group | New Providence | CFP, CFA | Percentage of assets, Hourly |
| Joseph Vecchio | Shore Financial Planning | Monmouth Beach | CFP, PFS | Fixed fees |
| Kevin Duffy | The Private Client Advisory Group | Manasquan | CFP | Percentage of assets, Hourly |
| Kristina Runzer | Onroute Financial | Haddonfield | CFP | Percentage of assets, Hourly |
| Kurt Ruoff | Cypress Financial Planning | Haddon Heights | CFP | Percentage of assets, Fixed fees |
| Leonard Hayduchok | Turner Financial Group | Hamilton | CFP | Percentage of assets, Hourly |
| Magan Zavislak | Best Life Infinity | Williamstown | CFP | Percentage of assets, Hourly |
| Marc Lescarret | Marc Alan Wealth Management | Rockaway | CFP | Percentage of assets, Hourly |
| Matthew Hannum | Sterling Financial Planning | Sparta | CFP, CFA | Percentage of assets, Hourly |
| Matthew Perri | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Michael McGrady | Tilson Financial Group | Whitehouse Station | CFP | Percentage of assets, Hourly |
| Nicholas Nicolette | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| Paul Cheransky | Panorama Financial | Fair Lawn | CFP | Percentage of assets, Hourly |
| Phyllis Storms | Arrington Financial Advisors | Moorestown | CFP, CFA | Fixed fees |
| Robert Joel | Salvus Wealth Management | Red Bank | CFP | Percentage of assets, Hourly |
| Robert Tilson | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |