| Jeffrey Dingle | Brooklyn FI | Brooklyn | Not listed | Percentage of assets, Hourly |
| Jeffrey Gibs | Volumetric Advisers | Pearl River | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kerman | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Jeffrey May | Florian Financial Group | Williamsville | Not listed | Percentage of assets, Hourly |
| Jeffrey Watson | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Jennifer Brown | Summer Creek Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jennifer Logan | Chisholm Financial Planning & Investments | Henderson | Not listed | Percentage of assets, Hourly |
| Jenny Chung | Glenview Wealth | New York | Not listed | Hourly, Fixed fees |
| Jesse Cramer | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Jesse George | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Joel Sproul | Kronos Wealth Management | Delmar | Not listed | Percentage of assets, Hourly |
| John Contant | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| John Davi | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| John Diaz | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| John Donnelly | Paulo Financial Advisors | Staten Island | Not listed | Percentage of assets, Hourly |
| John Fussell | Samalin Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| John McCarthy | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| John Romano | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| John Sloan | Joseph P. Lucia & Associates | Yorktown Heights | Not listed | Percentage of assets, Fixed fees |
| Jolyn Sweet | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jon Pecorella | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Jonathan Fischer | Fischer Advisors | Garden City | Not listed | Percentage of assets, Fixed fees |
| Jordan Posner | Matrix Asset Advisors | White Plains | Not listed | Percentage of assets, Fixed fees |
| Jordan Schrage | LI Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Joseph Barreiro | Wealth Creation Management Group | Monroe | Not listed | Percentage of assets, Fixed fees |
| Joseph Castiglie | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| Joseph Chappius | Under PAR Planning | Buffalo | Not listed | Percentage of assets, Hourly |
| Joseph Mineo | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Joseph Raimond | Raimond Wealth Management | Getzville | Not listed | Percentage of assets, Hourly |
| Joseph Reddington | Pelkonen and Associates | Melville | Not listed | Percentage of assets, Fixed fees |
| Joseph Ribis | Sibir Investment Advisors | Latham | Not listed | Percentage of assets, Fixed fees |
| Joseph Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |
| Joseph Weber | Savlan Wealth Partners | New City | Not listed | Percentage of assets, Hourly |
| Joshua Hipwell | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Joshua Young | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Jozef Kuzmkowski | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Karen Filler | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Katherine Christoferson | Mccollum Christoferson Group | Amherst | Not listed | Percentage of assets, Hourly |
| Keith Egbert | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Keith Saunders | Winthrop Partners - EPA | Orchard | Not listed | Percentage of assets, Hourly |
| Keith Weiss | Weiss Financial Group | Mahopac | Not listed | Percentage of assets, Hourly |
| Kenji Kimura | Northcape Wealth Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Kenneth Gutwillig | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Kevin Brooks | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Kimberly Ruscigno | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Kurt Krokenberger | Factorpoint Planning | Pittsford | Not listed | Percentage of assets, Fixed fees |
| Kyle Boni | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Lawrence Tankel | LT Advisors | New City | Not listed | Percentage of assets, Hourly |
| Leonard Meshberg | Blue Square Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Leonard Zablonski | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |