| Brett Rosen | Edge Wealth Management | New York | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Donald Bond | Edge Wealth Management | New York | Not listed | Percentage of assets |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| John Marx | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Matthew Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Carl Oppenheimer | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Chase Wickenheiser | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Claudia Sadde | Activest Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| David Greenberg | Watchstone Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Ellen Lazarus | Charles Pratt & Company | New York | Not listed | Percentage of assets |
| Esteban Handal | Handal Dunaway | New York | Not listed | Percentage of assets |
| George Jarvinen | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Jay Rosenberg | Arrival Capital Management | New York | Not listed | Percentage of assets |
| Omeed Zarrin | The Herbst Group | New York | Not listed | Percentage of assets |
| Stephen Farrell | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Timothy Seymour | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| William Bowden | Magnus Financial Group | New York | Not listed | Percentage of assets, Hourly |
| Adrian Colarusso | Target Rock Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Aimee Adler | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Alexandra Shepis | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Andrew Laskaris | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| Anthony Ford | Ford Financial Solutions | New York | CFP | Hourly, Fixed fees |
| Anthony Santoloci | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Avani Ramnani | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Barbara Leclerc | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |
| Barbara Silverman | Shufro, Rose & | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Benjamin Bernard | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Brandon Levine | Continuum Advisory | New York | CFP | Percentage of assets, Hourly |
| Courtney Garcia | Payne Capital Management | New York | CFP | Percentage of assets, Hourly |
| Daniel Magier | Next Capital Management | New York | CFP | Percentage of assets, Hourly |
| David Kressner | Altfest Personal Wealth Management | New York | CFP, CFA | Percentage of assets, Hourly |
| David Shaw | Bridgewater Advisors | New York | CFP | Percentage of assets |
| David Weigel | Weigelfam | New York | CFP | Percentage of assets, Fixed fees |
| Douglas Boneparth | Bone Fide Wealth | New York | CFP | Percentage of assets, Hourly |
| Eric Nelson | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Feifei Xing | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Filip Wolfe | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Florence Dupont | Financial Decisions | New York | CFP | Percentage of assets, Hourly |
| Gabe Bryan | Bridgewater Advisors | New York | CFP | Percentage of assets |
| George Poole | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Gerson Ossers | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Jacques Freeman | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Joseph Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Karen Altfest | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Kimberly Birn | Birn Financial | New York | CFP | Hourly, Fixed fees |
| Leo Marzen | Bridgewater Advisors | New York | CFP, CFA | Percentage of assets |