| Ross Danzig | Oakbourne Advisors | Berkeley Heights | Not listed | Percentage of assets, Fixed fees |
| Ryan Morse | Jersey Shore Portfolio Management | Point Pleasant | Not listed | Percentage of assets, Hourly |
| Srikanth Nagarajan | Berunda Capital Management | Princeton | Not listed | Percentage of assets, Fixed fees |
| Stanley Ehrlich | S.F. Ehrlich Associates | Cranford | Not listed | Percentage of assets, Fixed fees |
| Thomas Devine | Cypress Financial Planning | Haddon Heights | Not listed | Percentage of assets, Fixed fees |
| Timothy Mullooly | Mullooly Asset Management | Wall Township | Not listed | Percentage of assets, Fixed fees |
| Timothy Rowe | Covenant Asset Management | Chester | Not listed | Percentage of assets, Hourly |
| Victor Cannillo | Baron Financial Group | Fair Lawn | Not listed | Percentage of assets, Fixed fees |
| Wailam Lee | Palisade Capital Management | Fort Lee | Not listed | Percentage of assets, Fixed fees |
| Wendy Popowich | Palisade Capital Management | Fort Lee | Not listed | Percentage of assets, Fixed fees |
| William Chen | Tandem Capital Management | Woodcliff Lake | Not listed | Percentage of assets, Hourly |
| William Cunliffe | Covenant Asset Management | Chester | Not listed | Percentage of assets, Hourly |
| William McNamara | Salvus Wealth Management | Red Bank | Not listed | Percentage of assets, Hourly |
| William Scholz | Maltin Wealth Management | Ridgewood | Not listed | Percentage of assets, Fixed fees |
| William Somers | The Investment Connection | Hackettstown | Not listed | Percentage of assets, Fixed fees |
| Wylie Wang | Astra Wealth Partners | Jersey City | Not listed | Percentage of assets, Fixed fees |