| Leonardo Cardoso | Brazen Capital | New York | Not listed | Percentage of assets, Subscription |
| Leslie Lewis | Multigenerational.black | New York | Not listed | Percentage of assets, Hourly |
| Lincoln Dacosta | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Lindzy Gasparella | Golden Bay Advisors | Chappaqua | Not listed | Percentage of assets, Fixed fees |
| Lon Birnholz | Matrix Asset Advisors | White Plains | Not listed | Percentage of assets, Fixed fees |
| Louis Berger | Washington Square Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Lutelles White | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Lyle Hardgrove | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| Madeline Johnson | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Margaret Bonner | Equita Financial Network | New York | Not listed | Percentage of assets, Hourly |
| Mariah Galletta | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Marilyn Vander Plaat | Wealth Creation Management Group | Monroe | Not listed | Percentage of assets, Fixed fees |
| Mark Guastaferri | Origin Wealth Advisers | New York | Not listed | Percentage of assets, Hourly |
| Mark Jensen | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Mark Lazarczyk | HV Capital Management | Montgomery | Not listed | Percentage of assets, Subscription |
| Mark Rose | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Mark Stern | Stone Ridge Advisors | Stone Ridge | Not listed | Percentage of assets, Fixed fees |
| Mathew Carrion | Latitude Advisors | Astoria | Not listed | Percentage of assets, Hourly |
| Matthew Alimena | Wealthnest Capital | Staten Island | Not listed | Percentage of assets, Fixed fees |
| Matthew Lawson | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Matthew Moore | NYE Street Partners | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Matthew Ranieri | IHS Wealth Management | Oyster Bay | Not listed | Percentage of assets, Hourly |
| Matthew Salisbury | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Matthew Unger | Focus Asset Management | New York | Not listed | Percentage of assets, Fixed fees |
| Maxime Kasanda | Kasanda Capital | New York | Not listed | Percentage of assets, Hourly |
| Maxwell Levi | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Melissa Mineau | HV Capital Management | Montgomery | Not listed | Percentage of assets, Subscription |
| Michael Antonacci | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Michael Brace | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Michael Dymant | The Eastrade Asset Management | Briarcliff Manor | Not listed | Percentage of assets, Hourly |
| Michael Glowny | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Michael Haddix | Scout | Clifton Park | Not listed | Percentage of assets, Fixed fees |
| Michael Hearn | Genesee Capital Advisors | Auburn | Not listed | Percentage of assets, Hourly |
| Michael Hodgson | LVZ | Rock Hill | Not listed | Percentage of assets, Hourly |
| Michael Panella | CFM Advisors | Hauppauge | Not listed | Percentage of assets, Fixed fees |
| Michael Reisin | Integrated Wealth Management Solutions | Port Chester | Not listed | Percentage of assets, Hourly |
| Michael Sinopoli | Sinopoli & Sinopoli Financial Services | East Syracuse | Not listed | Percentage of assets, Hourly |
| Michael Voltz | Voltz Asset Management | Bay Shore | Not listed | Hourly, Fixed fees |
| Michele Martin | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Miranda Pietrangelo | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Mohammed Ghouri | Turner Financial Group | Syosset | Not listed | Percentage of assets, Hourly |
| Nathaniel King | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Neal Heslor | Clark Asset Management | Ontario | Not listed | Fixed fees |
| Nicholas Coluzzi | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Nicholas Mancini | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Nicholas Schultz | NYE Street Partners | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Nicholas Short | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| P. O'Gorman | O'gorman Asset Management | Valley Cottage | Not listed | Percentage of assets, Hourly |
| Palak Forbes | Altfest Personal Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Patricia Walton | King Wealth Management Group | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |