| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Adam Frank | Frank Finances | New York | CFP | Ongoing planning fee, One-time planning fee |
| Dalya Inhaber | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Andrew Shoemaker | Hurley Capital | New York | CFP | Percentage of assets, Fixed fees |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Brianna Sullivan | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Emily Green | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Grant Hall | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Raquel Tennant | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| Waris Rahemtulla | Fruitful | New York | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Adenikke Soremekun | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Anja Luesink | Luesink Stenstrom Financial | New York | CFP, MBA | Percentage of assets, Hourly |
| Anthony Knight | Greenspring Advisors | New York | CFP, EA, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Deva Panambur | Sarsi, LLC | New York | BS, CFA, CFP, EA | Percentage of assets, Hourly |
| Franklin Waung | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Ilan Folman-Cohen | Joel Isaacson & Co., LLC | New York | CFP, BS, CPA/PFS, MBA | Percentage of assets, Hourly |
| Jake Blum | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Kimerly Polak Guerrero | Polero ICE Advisers LLC | New York | CFP, MBA, RICP | Hourly, Fixed fees |
| Michael George | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |