| Hao Jiang | East River Capital Management | Pittsfield | Not listed | Percentage of assets, Hourly |
| Harold Simansky | Simansky Investments | Brookline | Not listed | Percentage of assets, Hourly |
| Henry Tiedemann | Tiedemann & Associates Investment Advisors | Weston | Not listed | Percentage of assets, Hourly |
| Hope Canniff | Advanced Portfolio Design | Westford | Not listed | Percentage of assets, Hourly |
| James Anthony | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| James Phillips | Retirement Resources Investment | Andover | Not listed | Percentage of assets, Hourly |
| James Wood | Insight Financial Strategists | Newton | Not listed | Percentage of assets, Hourly |
| Jasmine Gautam | Launch Financial Planning | Andover | Not listed | Percentage of assets, Hourly |
| Jennifer Wolfsberg | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| John Cranston | Cranston Capital Management | Boston | Not listed | Percentage of assets, Hourly |
| John Drohan | Main Effort Financial | Holliston | Not listed | Percentage of assets, Hourly |
| John Ollquist | Exchange Place Advisors | Canton | Not listed | Percentage of assets, Hourly |
| John Smitka | Signal Ridge Capital Partners | Framingham | Not listed | Percentage of assets, Hourly |
| John Wolfsberg | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| John Wolfsberg | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| John Yanchek | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Joseph Bruderman | Bruderman Private Wealth | Stoneham | Not listed | Percentage of assets, Hourly |
| Joseph Calvetti | Still River Financial Planning | Ayer | Not listed | Hourly, Fixed fees |
| Joseph Rosano | R.A.I. Financial Services | Lynnfield | Not listed | Percentage of assets, Hourly |
| Kathleen Anderson | Sage Wealth Advisors | Marion | Not listed | Percentage of assets, Hourly |
| Kevin Donohue | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Kian Pashapour Nikoo | Nvest Financial | Danvers | Not listed | Percentage of assets, Hourly |
| Lori Patterson | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Mark Barry | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Mark Everett | Diversified Financial Management | Norwell | Not listed | Percentage of assets, Hourly |
| Melissa Mason | Cascade Wealth Management Solutions | Pittsfield | Not listed | Percentage of assets, Hourly |
| Olga Okaty | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Patrick Xavier | Davis Wealth Advisors | Cambridge | Not listed | Percentage of assets, Hourly |
| Paul Stone | Genesis Wealth Advisors | Stoughton | Not listed | Percentage of assets, Hourly |
| Paul Travis | Community Financial Group | Marlborough | Not listed | Percentage of assets, Hourly |
| Peter Wurszt | Savlan Wealth Partners | East Longmeadow | Not listed | Percentage of assets, Hourly |
| Raymond Laporte | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Rhonda Murray | Murray Financial Advisors | North Chelmsford | Not listed | Percentage of assets, Hourly |
| Rishi Tadi | Prakash Investment Advisors | Dorchester | Not listed | Percentage of assets, Hourly |
| Robert Abraham | Abraham, Robert Ralph JR | Salem | Not listed | Percentage of assets, Hourly |
| Robert Foster | Plain Talk Financial Planning | Amesbury | Not listed | Percentage of assets, Hourly |
| Robert Hurley | Investor Resources | Boston | Not listed | Percentage of assets, Hourly |
| Robert Mascali | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Robert McKenzie | Boston Research and Management | Manchester | Not listed | Percentage of assets, Hourly |
| Robert Norris | Centerpoint Advisors | Needham | Not listed | Percentage of assets, Hourly |
| Robert Roy | MSA Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Whelan | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Romahlo Wilson | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Samanda Morales | Wellfin360 | Lynnfield | Not listed | Percentage of assets, Hourly |
| Samuel Webster | Signal Ridge Capital Partners | Framingham | Not listed | Percentage of assets, Hourly |
| Sean Walsh | Scarsdale Investment Group | Sharon | Not listed | Hourly, Fixed fees |
| Sharon Lund | Sharon Lund, Financial Planning | Needham | Not listed | Hourly |
| Shawn Tesoro | Prentice Wealth Management | Westborough | Not listed | Percentage of assets, Hourly |
| Stephen Colella | Snug Harbor Capital Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Stephen Galib | Stephen P Galib Crpc | Pittsfield | Not listed | Hourly |