| Paul Plesser | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| Paula Oliveras | ADC Wealth Management | Massapequa | Not listed | Percentage of assets, Fixed fees |
| Peter Shiftouri | Orion-Archstone Asset Management | New York | Not listed | Percentage of assets, Hourly |
| Philip Baran | Sage Rhino Capital | Rhinebeck | Not listed | Percentage of assets, Hourly |
| Philip Valeriano | National Wealth Management Group | Baldwinsville | Not listed | Percentage of assets, Hourly |
| Phillip Monthie | Monthie Wealth Advisors | Latham | Not listed | Percentage of assets, Hourly |
| Prem Hira | Investry | Scarsdale | Not listed | Percentage of assets, Hourly |
| Rachel Ryan | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Ravi Malhotra | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Raymond Martin | Crescent Hill Partners | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Rebecca Westervelt | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Renee' Hasenoehrl | Northcape Wealth Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Robert Bruderman | Bruderman Private Wealth | Locust Valley | Not listed | Percentage of assets, Hourly |
| Ross Levin | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Russell Bailyn | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Ryan Carney | Winthrop Partners - WNY | Orchard | Not listed | Percentage of assets, Hourly |
| Ryan Cole | Integrity Advisory Partners | New York | Not listed | Percentage of assets, Hourly |
| Ryan Hanlon | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Ryan Payne | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Ryan Pine | Genesee Capital Advisors | Auburn | Not listed | Percentage of assets, Hourly |
| Salvatore Licata | Rockline Wealth Management | Islip Terrace | Not listed | Percentage of assets, Fixed fees |
| Scott Israel | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Scott Strasser | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Seth Varnhagen | Fifth SET Private Wealth Management | Harrison | Not listed | Percentage of assets, Hourly |
| Shyamli Milam | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Sotirios Keros | Stkeros Financial Planning | New York | Not listed | Hourly, Fixed fees |
| Stephen Cutting-Miller | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Stephen Czechowski | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Stephen Fassel | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Stephen Ruvituso | Sykon Capital | Harrison | Not listed | Percentage of assets, Hourly |
| Steven Glass | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Steven Matteson | Twin Tiers Consulting | Corning | Not listed | Percentage of assets, Fixed fees |
| Steven Sanders | WNY Asset Management | Williamsville | Not listed | Percentage of assets, Hourly |
| Stuart Lempert | Landmark Wealth Management | Melville | Not listed | Percentage of assets, Hourly |
| Sunil Handa | Innovative Private Wealth Management | Somers | Not listed | Percentage of assets, Hourly |
| T. Jefferson Cunningham | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Tabor Butler | The Butler Group | New York | Not listed | Percentage of assets, Hourly |
| Tamar Stubbs | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Tatiana Tsoir | Innovative Private Wealth Management | Mount Kisco | Not listed | Percentage of assets, Hourly |
| Temitope Omojola | Expected Value Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Teresa Armel | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Theresa Bilello | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Thomas Burke | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Thomas Cunningham | Magnolia Capital Management | Cold Spring | Not listed | Percentage of assets, Hourly |
| Thomas Hogan | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Thomas Saunders | Winthrop Partners - WNY | Orchard | Not listed | Percentage of assets, Hourly |
| Thomas Treadwell | Brennan Capital Management | Amagansett | Not listed | Percentage of assets, Hourly |
| Timothy Sommer | Legacy Edge Advisors | Syosset | Not listed | Percentage of assets, Hourly |
| Ukamaka Onyekelu-Eze | Atwood Financial Planning | Richmond Hill | Not listed | Hourly, Fixed fees |
| Vincent Pappalardo | Stevens Capital Partners | Ronkonkoma | Not listed | Percentage of assets, Hourly |