| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Travis Maus | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Tyler Sherven | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| William Bennett | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Ashley White | Federmann Financial Advisors | Rocky Point | Not listed | Percentage of assets, Hourly |
| Brian Voss | Voss Wealth Management | Endicott | Not listed | Percentage of assets, Fixed fees |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| David Piano | Piano Wealth Management | Victor | Not listed | Percentage of assets, Hourly |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Drew Collins | Magnus Financial Group | Bedford Corners | CFA | Percentage of assets, Hourly |
| Frederick Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| Harry Mamaysky | QuantStreet Capital | Rye | Not listed | Percentage of assets |
| Isaac Mamaysky | QuantStreet Capital | Rye | Not listed | Percentage of assets |
| Ivan Thornton | Fiduciary Management Group | New York | Not listed | Percentage of assets, Hourly |
| James Lubin | Infiniti Wealth Management | Brewster | Not listed | Percentage of assets, Hourly |
| Jason Gilbert | RGA Investment Advisors | Great Neck | PFS | Percentage of assets |
| Jason Sgroi | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Jennifer Cornish | BeauMorgan | Pittsford | Not listed | Percentage of assets, Hourly |
| John Mendrysa | Sgroi Wealth | Albany | Not listed | Percentage of assets, Hourly |
| Joseph Fiorile | Fiorile Financial Advisory Group | Saranac Lake | PFS | Hourly, Fixed fees |
| Kevin Tarnovski | The Strebel Planning Group | Ithaca | Not listed | Percentage of assets, Hourly |
| Luke Timm | Timm Financial Services | Poughkeepsie | Not listed | Percentage of assets, Fixed fees |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Mitsuo Lockrow | Cambridge Wealth Management | Cambridge | Not listed | Percentage of assets, Hourly |
| Patrick Donnelly | Donnelly Financial Services | Rock Tavern | Not listed | Percentage of assets, Hourly |
| Priya Malani | Stash Wealth | New York | Not listed | Percentage of assets, One-time planning fee |
| Ronald Deutsch | Magnus Financial Group | New York | CFA | Percentage of assets, Hourly |
| Todd Thomas | Versalife Advisors | Jamaica | Not listed | Percentage of assets, Ongoing planning fee |
| William Brewster | RGA Investment Advisors | Great Neck | CFA | Percentage of assets |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Benjamin Chappell | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Christopher Berg | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Clinton Kane | Kane Financial | Waterville | Not listed | Percentage of assets, Hourly |
| Danielle Hartman | Kane Financial | Pittsford | Not listed | Percentage of assets, Hourly |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| David Schiller | Arcanum Capital Management | Syosset | Not listed | Percentage of assets, Fixed fees |
| Donald Kwarta | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| James Campagna | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |