| 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 |
| 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 |
| Taylor Thomas | South Shore Capital Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Mazzola | M3 Advisory Group | Boston | Not listed | Percentage of assets, Hourly |
| Brendan Clune | Timber Creek Capital Management | Boston | 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 |
| 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 |
| Jane Li | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Jeremiah Gallington | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Julie Goodridge | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Stephanie Moroney | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Stephen Cavagnaro | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Thomas Brennecke | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| William Hickey | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| William Rice | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | Not listed | Percentage of assets |
| Alexa Fattore | Single Point Partners | Boston | CFP | Fixed fees |
| Allison Crate | Mayflower Advisors | Boston | CFP | Percentage of assets, Fixed fees |
| Brandon Parker | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Claire Hawkes | Single Point Partners | Boston | CFP | Fixed fees |
| Dennis O'Leary | Greenway Financial Advisors | Boston | CFP | Percentage of assets, Hourly |
| Edwin Hamlin | Clarendon Private | Boston | CFP | Percentage of assets |
| Hailee OKeefe-MacDonald | Clarendon Private | Boston | CFP | Percentage of assets |
| Leah Warren | Single Point Partners | Boston | CFP | Fixed fees |
| Meghan Dwyer | Single Point Partners | Boston | CFP | Fixed fees |
| Michael Dorsey | Boston Family Office | Boston | CFP, CFA | Percentage of assets, Hourly |
| Michelle Harrison | Single Point Partners | Boston | CFP | Fixed fees |
| Michelle Lum | Single Point Partners | Boston | CFP | Fixed fees |
| Peter Disch | Great Point Wealth Advisors | Boston | CFP | Percentage of assets, Hourly |
| Raymond Bligh | Bounty Management | Boston | CFP | Percentage of assets |
| Alan Shorr | Investment Advisor Associates | Boston | ChFC | Percentage of assets, Fixed fees |
| Benjamin Richardson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |