| Daniel Gale | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Daniel Lovaglio | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Daniel Webster | Orchestral Financial Group | Amherst | Not listed | Percentage of assets, Hourly |
| Danielle Udland | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| David Dickerson | Clearview Financial Planning | Southold | Not listed | Percentage of assets, Hourly |
| David Palamar | Patriot Investment Management Group | New York | Not listed | Percentage of assets, Hourly |
| David Robbins | Courier Capital | Rochester | Not listed | Percentage of assets, Fixed fees |
| Debinder Deshmukh | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Debra Burnham | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Devinder Singh | Northstar Financial Advisors | Northport | Not listed | Percentage of assets, Fixed fees |
| Diane Kazak | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Douglas Castro | ADC Wealth Management | Massapequa | Not listed | Percentage of assets, Fixed fees |
| Douglas Johnston | Blank Equity Management | Port Washington | Not listed | Percentage of assets, Hourly |
| Edward Barno | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Edward Esposito | Merit Financial Partners | Staten Island | Not listed | Percentage of assets, Hourly |
| Edwin Adams | Brewster Financial Planning | Brooklyn | Not listed | Percentage of assets, Hourly |
| Eric Maidenberg | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Ethan Ciota | Reagan Companies Asset Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Ethan Gordon | EG Capital Management | Long Island City | Not listed | Percentage of assets, Fixed fees |
| Ezra Cornell | Cornell Pochily Investment Advisors | Ithaca | Not listed | Percentage of assets, Hourly |
| Francesca Lagrotteria | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Francesco D'Andrea | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Frank Berrios | Drum Hill Capital | New Rochelle | Not listed | Percentage of assets, Hourly |
| Frazer Rice | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Gabriel Gallante | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Garrett Naylor | Soundhaven Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Dann | Sheets Smith Wealth Management | Staatsburg | Not listed | Percentage of assets, Fixed fees |
| Gordy Rogers | Target Rock Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Graham Mandl | Serenus Wealth Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Mallia | Fortitude Advisory Group | New York | Not listed | Percentage of assets, Hourly |
| Gregory Rickens | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Gregory Sanderson | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Gregory Shufro | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Steele | Silverlake Wealth Management | Huntington | Not listed | Percentage of assets, Hourly |
| Harrison Horton | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Harvey Wacht | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Hui Yao Kelly Lin | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Jack Hills | Iconoclastic Capital Management | Rochester | Not listed | Percentage of assets, Hourly |
| Jack Solasz | JPS Advisors | Brooklyn | Not listed | Percentage of assets, Fixed fees |
| Jacqueline DiSanto | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Jakob Hawver | Macfarlane Investors | New York | Not listed | Percentage of assets, Fixed fees |
| James Bruderman | Bruderman Private Wealth | Locust Valley | Not listed | Percentage of assets, Hourly |
| James Connolly | Derryrush Wealth | West Sayville | Not listed | Percentage of assets, Fixed fees |
| James Diorio | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| James Marshall | JM Advisors | Albany | Not listed | Fixed fees |
| James Rudolph | Castfirm Advisors | Garden City | Not listed | Percentage of assets, Fixed fees |
| Jane Quinn | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jason Stronz | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Jay Bluestine | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jay Furst | Forteris Wealth Management | Armonk | Not listed | Percentage of assets, Hourly |