| Lewis Altfest | Altfest Personal Wealth Management | New York | CFP, PFS, CFA | Percentage of assets, Hourly |
| M. Kimerly Polak | Polero ICE Advisers | New York | CFP | Hourly, Fixed fees |
| Madison Mount | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Matthew Carey | Blue Spark Capital Advisors | New York | CFP | Percentage of assets |
| Matthew Pelz | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Maura Griffin | Blue Spark Capital Advisors | New York | CFP | Percentage of assets |
| Natalie Colley | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Peter Hoffman | Astoria Portfolio Advisors | New York | CFP | Percentage of assets, Hourly |
| Peter May | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Ryan Wilkens | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Sahil Vakil | Myra Wealth | New York | CFP, CFA | Percentage of assets, Hourly |
| Sara Stollberger | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Shweta Lawande | Francis Financial | New York | CFP | Percentage of assets, Hourly |
| Steven Novack | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Tara Korkus | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Timothy Huynh | Firebrand Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Ting Wang | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Adam Lazarus | Integrity Advisory Partners | New York | PFS | Percentage of assets, Hourly |
| Arden Rodgers | Arbus Capital Management | New York | CFA | Percentage of assets, Hourly |
| Bruce Lavine | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Christina De Marval | Target Rock Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Darren Godsell | MIO Partners | New York | CFA | Percentage of assets, Fixed fees |
| David Chew | PFS Planning | New York | PFS | Hourly |
| Edward Mally | Premier Wealth Advisors | New York | CFA | Percentage of assets, Hourly |
| Joao Correia | Madison Asset Advisors | New York | CFA | Percentage of assets, Hourly |
| Kimberly Chao | Zebra Crossing Asset Management | New York | CFA | Percentage of assets, Fixed fees |
| Mary McDirmid | Astoria Portfolio Advisors | New York | ChFC | Percentage of assets, Hourly |
| Michael Stulic | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Nicholas Cerbone | Astoria Portfolio Advisors | New York | CFA | Percentage of assets, Hourly |
| Ravinath Aekambaram | RA Advisory | New York | CFA | Percentage of assets, Fixed fees |
| Richard Bregman | MJB Asset Management | New York | CFA | Percentage of assets, Hourly |
| Ryan Davis | Next Capital Management | New York | CFA | Percentage of assets, Hourly |
| Scott Mills | Fortitude Advisory Group | New York | CFA | Percentage of assets, Hourly |
| Stephen Leit | Shufro, Rose & | New York | CFA | Percentage of assets, Fixed fees |
| Zafer Atlas | Sanity Capital Management | New York | CFA | Percentage of assets |
| Abigail Laufer | WJ Financial Advisors | New York | Not listed | Percentage of assets, Hourly |
| Adrian Kierans | Cloverhill Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Alfonso Vigliotti | Us Wealth Management Advisors | New York | Not listed | Percentage of assets, Hourly |
| Alfred Fortunato | Allegory Advisory | New York | Not listed | Percentage of assets, Hourly |
| Amy Sun | Financial Decisions | New York | Not listed | Percentage of assets, Hourly |
| Andre Jean-Pierre | Aces Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Andrew Hart | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Ann Thibodeau | Bridgewater Advisors | New York | Not listed | Percentage of assets |
| Barry Gladstein | Legacy Edge Advisors | New York | Not listed | Percentage of assets, Hourly |
| Brendan Blaney | Tortoise Investment Management | New York | Not listed | Percentage of assets |
| Brett Horowitz | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Charlene Nelson | Astoria Portfolio Advisors | New York | Not listed | Percentage of assets, Hourly |
| Chris Heintz | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Christopher Ofsthun | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Christopher Tortoriello | MIO Partners | New York | Not listed | Percentage of assets, Fixed fees |