| Francis Jackson | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Hendrix Berry | Obran Capital Advisors | Boston | CFP | Percentage of assets, Hourly |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jennifer Morrell | Wakely Investment Management | Boston | BS, CFP | Percentage of assets |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Lowell Thomas | South Shore Capital Advisors | Boston | CFA | Percentage of assets, Fixed fees |
| Maureen Quigley | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Nicholas Crocker | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Samuel Ober | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Sunil Harpalani | Holistic View Financial, LLC | Boston | CFP, CPA | Percentage of assets, Hourly |
| Timothy Malloy | Birch Hill Investment Advisors | Boston | CFP | Percentage of assets |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Weston Howland | Howland Capital | Boston | CFA | Percentage of assets, Hourly |
| Alexander Waesche | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Catherine Faddis | Zevin Asset Management | Boston | CFA | Percentage of assets, Hourly |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| John Brennecke | Timber Creek Capital Management | Boston | CFA | Percentage of assets |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Stefan Karlsson | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tenzing Tashishar | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Thaddeus Davis | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Tuyet Nguyen | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| 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 |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Caitlin Appleton | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | 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 |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |