| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Jonathan Blazick | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Marianna Beddard | PlayBook Advizor | Port Washington | Not listed | Ongoing planning fee |
| Michael Congdon | Horizon Financial | West Henrietta | Not listed | Percentage of assets, Fixed fees |
| Milan Karki | Titanhub | Jackson Heights | Not listed | Percentage of assets, Hourly |
| Naoka Nakagawa | Prism Planning & Solutions Group | White Plains | Not listed | Percentage of assets, Fixed fees |
| Rex Mahoney | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Thomas Dubois | Dubois Capital Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Alex Zazubec | Highland Wealth Advisory | Rochester | Not listed | Percentage of assets, Flat fee or retainer |
| Benjamin Thomas | 4Sight Advisors | Nyack | Not listed | Ongoing planning fee |
| Bryan Scheels | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Carl Oppenheimer | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Casey Ryan | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| Chase Wickenheiser | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Claudia Sadde | Activest Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Craig Cairns | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| Curt Schultzberg | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Daniel Mitchell | Fiorile Financial Advisory Group | Saranac Lake | Not listed | Hourly, Fixed fees |
| David Greenberg | Watchstone Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| David Panebianco | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Elizabeth Hutton | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Gamal Walker | 4Sight Advisors | Brooklyn | Not listed | Ongoing planning fee |
| George Jarvinen | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| James Serkes | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Joe Solan | 4Sight Advisors | Nyack | Not listed | Ongoing planning fee |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Mary Graniero | Howe & Rusling | Rochester | Not listed | Percentage of assets, Fixed fees |
| Mathis LeBlanc | Heydorn|Stone Capital Management | Larchmont | Not listed | Percentage of assets, Fixed fees |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Philip Richter | Hollow Brook Wealth Management | Katonah | Not listed | Percentage of assets, Fixed fees |
| Raul Berina | Magellan Financial Solutions | Warwick | Not listed | Percentage of assets, Hourly |
| Rosanna Pezzo-Brizio | Tuliptree Advisors | Rye | Not listed | Percentage of assets, Hourly |
| Stephen Farrell | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Steven Maurer | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Sviatlana Maslava | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Timothy Seymour | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | Flat fee or retainer |
| Todd Gordon | Inside Edge Capital | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| William Bowden | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Adrian Colarusso | Target Rock Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Aimee Adler | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Allan Pelkonen | Pelkonen and Associates | Melville | CFP, ChFC | Percentage of assets, Fixed fees |
| Alyssa Bogardus | Level Financial Advisors | East Amherst | CFP | Percentage of assets, Hourly |
| Andrew Laskaris | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |