| Mark Guastaferri | Origin Wealth Advisers | New York | Not listed | Percentage of assets, Hourly |
| Mathew Carrion | Latitude Advisors | Astoria | Not listed | Percentage of assets, Hourly |
| Matthew Alimena | Wealthnest Capital | Staten Island | Not listed | Percentage of assets, Fixed fees |
| Matthew Wilkinson | Clear Wealth Management | North Tonawanda | Not listed | Percentage of assets |
| Maxime Kasanda | Kasanda Capital | New York | Not listed | Percentage of assets, Hourly |
| Maxwell Moore | Birch Wealth Management | East Rochester | Not listed | Percentage of assets, Hourly |
| Michael Hayduk | Nathan G. Hanna | Whitesboro | Not listed | Percentage of assets, Hourly |
| Michael Hearn | Genesee Capital Advisors | Auburn | Not listed | Percentage of assets, Hourly |
| Michael Hodgson | LVZ | Rock Hill | Not listed | Percentage of assets, Hourly |
| Michael Reidlinger | Mountain Creek Capital | Melville | Not listed | Percentage of assets |
| Miranda Pietrangelo | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Mohammed Ghouri | Turner Financial Group | Syosset | Not listed | Percentage of assets, Hourly |
| Nicholas Robertson | Dynic Wealth Management | Medina | Not listed | Percentage of assets |
| P. O'Gorman | O'gorman Asset Management | Valley Cottage | Not listed | Percentage of assets, Hourly |
| Parker Clemans | Gerhardt Clemans Wealth Management | Thendara | Not listed | Percentage of assets |
| Paul Dossantos | Milagre Wealth Management | White Plains | Not listed | Percentage of assets |
| Peter Shiftouri | Orion-Archstone Asset Management | New York | Not listed | Percentage of assets, Hourly |
| Philip Valeriano | National Wealth Management Group | Baldwinsville | Not listed | Percentage of assets, Hourly |
| Phillip Monthie | Monthie Wealth Advisors | Latham | Not listed | Percentage of assets, Hourly |
| Prem Hira | Investry | Scarsdale | Not listed | Percentage of assets, Hourly |
| Ravi Malhotra | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Robert Fortune | Fortune Advisory Services | Brooklyn | Not listed | Percentage of assets |
| Roberto Schwartz | Lifecapital Partners | New York | Not listed | Percentage of assets, Hourly |
| Ryan Cole | Integrity Advisory Partners | New York | Not listed | Percentage of assets, Hourly |
| Ryan Niles | Niles Asset Management | Brushton | Not listed | Percentage of assets |
| Ryan Payne | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Ryan Pine | Genesee Capital Advisors | Auburn | Not listed | Percentage of assets, Hourly |
| Samson Staff | Diastole Wealth Management | New York | Not listed | Percentage of assets |
| Samuel Kraemer | Kraemer Capital Management | Syracuse | Not listed | Percentage of assets |
| Seth Varnhagen | Fifth SET Private Wealth Management | Harrison | Not listed | Percentage of assets, Hourly |
| Steven Matteson | Twin Tiers Consulting | Corning | Not listed | Percentage of assets, Fixed fees |
| Taiwei Chang | Basalt Wealth | Woodside | Not listed | Percentage of assets, Hourly |
| Vincent Pappalardo | Stevens Capital Partners | Ronkonkoma | Not listed | Percentage of assets, Hourly |
| William Scanlon | Latitude Advisors | Endwell | Not listed | Percentage of assets, Hourly |
| Ziad Wehbe | Balfour Capital Management | Rochester | Not listed | Percentage of assets, Hourly |