| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| Vahan Janjigian | Greenwich Wealth Management | Wayland | CFA | Percentage of assets, Hourly |
| William Kelly | Generous Wealth Management | Hull | Not listed | Percentage of assets, Hourly |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Swanson | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Walker | Guidance Point Advisors | Wellesley | Not listed | Percentage of assets |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Christopher Del Col | Guidance Point Advisors | Wellesley | Not listed | Percentage of assets |
| Daniel Singh | Dhyan Capital Management | Norwell | CFA | Percentage of assets, Hourly |
| Drasko Kovrlija | Kastel Capital | Wellesley | Not listed | Percentage of assets, Hourly |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Gary Mikula | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| George Cook | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Jacqueline Waite | Atwater Wealth Management | Boston | Not listed | Percentage of assets, Flat fee or retainer |
| Jeffrey Bonvallat | Bon Investments | Acton | CFA | Percentage of assets |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Hawes | Vista Way Advisors | Charlestown | Not listed | Percentage of assets, Hourly |
| Andrew Mazzola | M3 Advisory Group | Boston | Not listed | Percentage of assets, Hourly |
| Annette Sun | SW Private Wealth | Needham | Not listed | Percentage of assets, Hourly |
| Barbara Linnard | Linnard Financial Management & Planning | Boxborough | Not listed | Percentage of assets, Ongoing planning fee |
| Carie Carney | Lenk Ladner Investment Solutions | Osterville | Not listed | Percentage of assets |
| Christopher Harris | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Christopher O'Neill | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Carr | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Doucette | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Hawthorne | Lighthouse Financial | Marblehead | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| George Whitmore | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Jake Gigliotti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| James Moise | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Jane Li | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| John Jeffries | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Luke Pata | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Lynn Kelly | Little House Capital | Braintree | Not listed | Percentage of assets, Hourly |
| Mark Scionti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |