| Michael Raimondi | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Michael Schwartz | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Paul Hoerrner | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Peter Kunze | Guardant Wealth Advisors | New York | Not listed | Percentage of assets |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Sandra Turner | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Scott Gegerson | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Sharon Hayut | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Ty Buckelew | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Chani Katzman We help our clients live a life by design, not default. | Not listed | New York | Not listed | Percentage of assets |
| Daniel Harnish | Miller Investment Management | New York | CFA | Percentage of assets, Fixed fees |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| Joshua Beckerman | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Julie Shah | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jun Chen | Fidare Wealth Solutions | New York | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Laurence Ach | Klingenstein Fields Advisors | New York | CIC | Percentage of assets, Fixed fees |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Yibo Huang | Sicart Associates | New York | CFA | Percentage of assets |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| Ivan Thornton | Fiduciary Management Group | New York | Not listed | Percentage of assets, Hourly |
| James Berman | JBGlobal.com | New York | Not listed | Percentage of assets |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Nicole Scarpati | Capital Counsel | New York | Not listed | Percentage of assets |
| Priya Malani | Stash Wealth | New York | Not listed | Percentage of assets, One-time planning fee |
| Ronald Deutsch | Magnus Financial Group | New York | CFA | Percentage of assets, Hourly |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| Benjamin Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |