| Dylan Brix | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Michael Collins | Wincap Financial | Boston | CFA | Percentage of assets |
| Peder Johnson | Boston Family Office | Boston | CFA | Percentage of assets, Hourly |
| Yotam Mendlinger | By the Square Investments | Boston | CFA | Percentage of assets, Hourly |
| Abraham Kirby-Galen | Single Point Partners | Boston | Not listed | Fixed fees |
| Andrew Crowley | Wincap Financial | Boston | Not listed | Percentage of assets |
| Anna Finklestein | Obran Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Brian Orourke | O'rourke & Company | Boston | Not listed | Percentage of assets, Hourly |
| Charles Brown IV | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Christopher McSherry | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Connor Gallivan | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Defred Folts III | 3edge Asset Management | Boston | Not listed | Percentage of assets |
| Eliza Rowe | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Frank Mahoney | Wincap Financial | Boston | Not listed | Percentage of assets |
| George Beal | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| George Putnam | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Jared Manville | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| John Cranston | Cranston Capital Management | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan Taylor | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Jonathan Wakely | Wakely Investment Management | Boston | Not listed | Percentage of assets |
| Jonathan Yeager | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Joseph Kendall | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Joshua Sedlecky | Single Point Partners | Boston | Not listed | Fixed fees |
| Juan De Jesus | Spotlight Investment | Boston | Not listed | Percentage of assets, Fixed fees |
| Marc White | Clarendon Private | Boston | Not listed | Percentage of assets |
| Maurice Patterson | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Nicholas Cruise | Clarendon Private | Boston | Not listed | Percentage of assets |
| Pamela Varriale | Bounty Management | Boston | Not listed | Percentage of assets |
| Rene Jarquin | Single Point Partners | Boston | Not listed | Fixed fees |
| Robert Hurley | Investor Resources | Boston | Not listed | Percentage of assets, Hourly |
| Robert Phillips | 3edge Asset Management | Boston | Not listed | Percentage of assets |
| Romahlo Wilson | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Sara Thomson | Single Point Partners | Boston | Not listed | Fixed fees |
| Tracy Welch | Clarendon Private | Boston | Not listed | Percentage of assets |
| ZiJia Fu | IRC Wealth | Boston | Not listed | Percentage of assets, Fixed fees |