| Jeffrey Sinder | AVK Partners | Concord | CFA | Percentage of assets, Hourly |
| Jeremy Distefano | Cape ANN Capital | South Hamilton | CFA | Percentage of assets, Fixed fees |
| John Prys | Baldwin Wealth Partners | Marion | CFA | Percentage of assets, Fixed fees |
| Matthew Lurvey | PNL Investments | Dover | CFA | Percentage of assets, Fixed fees |
| Michael Hogan | Cutler Capital Management | Worcester | ChFC | Percentage of assets, Fixed fees |
| Myra Tucker | Washington Trust Advisors | Wellesley | CFA | Percentage of assets, Fixed fees |
| Paul Duval | Genesis Wealth Advisors | Stoughton | ChFC | Percentage of assets, Hourly |
| Peder Johnson | Boston Family Office | Boston | CFA | 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 |
| Robert Shuman | Encore Investment Advisors | North Attleborough | CFA | Percentage of assets, Fixed fees |
| Ruzanna Queenan | Queenvest | Beverly | CFA | Percentage of assets, Hourly |
| Stephen Batzell | Montis Financial | Waltham | CFA | Percentage of assets, Hourly |
| Abraham Kirby-Galen | Single Point Partners | Boston | Not listed | Fixed fees |
| Adam Dworkin | Diversified Financial Management | Norwell | Not listed | 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 Sokol | Bluebird Wealth Management | Medfield | Not listed | Percentage of assets, Hourly |
| Anna Finklestein | Obran Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Ari Lazar | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Brian Curtin | Curtin Financial Services | Burlington | Not listed | Hourly, Fixed fees |
| Brian Orourke | O'rourke & Company | Boston | Not listed | Percentage of assets, Hourly |
| Byron Woodman | Monument Group Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Casandra Johnson | Montis Financial | Bolton | Not listed | Percentage of assets, Hourly |
| 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 Patterson | Bartholomew & Company Wealth Management | Worcester | Not listed | Percentage of assets, Hourly |
| Charlotte Gorman | MIO Partners | Duxbury | Not listed | Percentage of assets, Fixed fees |
| Christopher Borden | Canby Financial Advisors | Framingham | Not listed | Percentage of assets, Hourly |
| Christopher McSherry | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Daniel Traub | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| David Carpenter | Perennial Advisors Group | Westford | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Dennis Follmer | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Eliza Rowe | Boston Family Office | Boston | 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 |
| Eric Strand | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Gary Coon | Finer Wealth Management | Salem | Not listed | Percentage of assets, Hourly |