| Daniel Roccato | Quaker Wealth Management | Moorestown | Not listed | Percentage of assets, Fixed fees |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Eric Fishman | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Joel Orris | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Mark Perez | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | Not listed | Percentage of assets, Hourly |
| Michael Karlin | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Reese Little | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Richard Flora | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Robert Canzani | Saiph Capital | Wyckoff | 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 |
| 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 |
| 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 |
| Jordan Hod | Revel Wealth Management | Elmwood Park | Not listed | Percentage of assets |
| Justin Hod | Revel Wealth Management | Elmwood Park | Not listed | Percentage of assets |
| Michael Yorio | MMM Capital Ventures | Brick | Not listed | Percentage of assets, Hourly |
| Roger Dowdeswell | KDT Advisors | Princeton | Not listed | Percentage of assets, Hourly |
| Smara Savoy | We Financial Group | East Windsor | Not listed | Percentage of assets, Hourly |
| Amanda McGrath | Asset Advisory Group | Kinnelon | CFP | Percentage of assets, Hourly |
| AnnaMarie Mock | Highland Financial Advisors | Wayne | CFP | Percentage of assets, Fixed fees |
| Anthony Lupo | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |
| Anthony Schaub | Novi Wealth Partners | Princeton | CFP | Percentage of assets, Hourly |
| Brad Flood | Tenon Financial | Fanwood | CFP | Fixed fees |
| Brandon Bottari | Seabridge Investment Advisors | Summit | CFP | Percentage of assets, Fixed fees |
| Brendan Hughes | Condor Capital Wealth Management | Martinsville | 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 |
| Caitlin Fastiggi | Brooklyn FI | Perrineville | CFP | Percentage of assets, Hourly |
| Cal Cacciaguida | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| Constance Millahn | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| Daniel Simonds | Contrary Investment Advisors | Bloomfield | CFP | Percentage of assets, Hourly |
| Daniel Walter | Halberstadt Financial Consultants | Princeton | 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 |
| Devang Patel | Virtus Wealth Solutions | Cranford | CFP | Percentage of assets, Hourly |
| Donald La Fronz | New Amsterdam Wealth Planning | Long Branch | CFP | Percentage of assets, Fixed fees |
| Eric Tilson | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |
| Gary Hirsh | Highland Financial Advisors | Wayne | CFP | Percentage of assets, Fixed fees |
| 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 |