| Daniel Divizio | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| George Don | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Shawn Hirsch | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Volodymyr Stasenko | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Yoel Kaplowitz | Able Wealth Management | Toms River | CFP | Percentage of assets, Flat fee or retainer |
| Christina Light | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Cacchiola | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Claudia Saia | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Emily Jaffe | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Frederic Wheeler | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Janel Manella | Co-Missions Financial Planning | Cherry Hill | CFP | Percentage of assets, Hourly |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jonathan Liebl | GenRise Wealth Advisors | Mt. Laurel | CFP | Percentage of assets, Hourly |
| Kevin O'Brien | Wise Planning | Belle Mead | CFP | Ongoing planning fee |
| Nina Shaw | The DBS Companies | Mendham | CFA | Percentage of assets, Hourly |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Yashin | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| Erik Black | Calrivan Wealth Management | Randolph | Not listed | Hourly |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Lauren Dwyer | Strategic Family Wealth Counselors | Fairfield | CFP | Percentage of assets, Hourly |
| Matthew Santarsiero | Tomoro | Colts Neck | CFP | Percentage of assets, Hourly |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | CFP | Percentage of assets, Hourly |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Patricia Scott | MSM Financial Strategies | New Providence | CFP | Percentage of assets, Hourly |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Abel Reyes | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Alexander MacKnight | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Anil Kothari | HappyRich Capital | Monroe Township | CFA | Percentage of assets, Hourly |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Cyrus Eslami | Eslami & Co. Wealth Management | Glen Ridge | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Evans | Withum Wealth Management | Red Bank | CFP | Percentage of assets |
| David Walter | Halberstadt Financial Consultants, Inc. | Princeton | CFP, CPA/PFS | Percentage of assets, Hourly |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Gene McGovern | McGovern Financial Advisors, LLC | Westfield | CFP, MBA | Hourly, Fixed fees |
| Joe Conklin Shure | Conklin Shure Financial | Glen Ridge | CFP, EA | Hourly, Fixed fees |
| Julie McNulty | Financial Compass | Haddonfield | CFP | Percentage of assets, Hourly |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |