| Thaddeus Davis | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Thomas Shepherd | BlueDoor Private Wealth | Beverly | Not listed | Percentage of assets, Hourly |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| Tracy Galloway | Holmes Investment Management | Wrentham | Not listed | Percentage of assets, Fixed fees |
| Vahan Janjigian | Greenwich Wealth Management | Wayland | CFA | Percentage of assets, Hourly |
| Vincent Savio | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Swanson | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Walker | Guidance Point Advisors | Wellesley | Not listed | Percentage of assets |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Christopher Del Col | Guidance Point Advisors | Wellesley | Not listed | Percentage of assets |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Drasko Kovrlija | Kastel Capital | Wellesley | Not listed | Percentage of assets, Hourly |
| Gary Mikula | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| George Cook | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Jacqueline Waite | Atwater Wealth Management | Boston | Not listed | Percentage of assets, Flat fee or retainer |
| James Ho | West Branch Capital | Amherst | CFA | Percentage of assets, Fixed fees |
| Jason Burack | Hawk Capital Management | Millbury | Not listed | Percentage of assets, One-time planning fee |
| John Lavasseur | Five Corners Financial Services | Easton | Not listed | Percentage of assets, Fixed fees |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Hawes | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| Andrew Mazzola | M3 Advisory Group | Boston | Not listed | Percentage of assets, Hourly |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carie Carney | Lenk Ladner Investment Solutions | Osterville | Not listed | Percentage of assets |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |