| Roberto Schwartz | Lifecapital Partners | New York | Not listed | Percentage of assets, Hourly |
| Ross Levin | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Russell Bailyn | Premier Wealth Advisors | New York | Not listed | Percentage of assets, Hourly |
| Ryan Cole | Integrity Advisory Partners | New York | Not listed | Percentage of assets, Hourly |
| Ryan Payne | Payne Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Samson Staff | Diastole Wealth Management | New York | Not listed | Percentage of assets |
| Scott Strasser | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Shyamli Milam | Perennial | New York | Not listed | Percentage of assets, Fixed fees |
| Sotirios Keros | Stkeros Financial Planning | New York | Not listed | Hourly, Fixed fees |
| Steven Glass | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |
| Tabor Butler | The Butler Group | New York | Not listed | Percentage of assets, Hourly |
| Teresa Armel | Next Capital Management | New York | Not listed | Percentage of assets, Hourly |
| Tessa Shore | Tortoise Investment Management | New York | Not listed | Percentage of assets |
| Timothy Feeney | Bridgewater Advisors | New York | Not listed | Percentage of assets |
| William Brosnan | MIO Partners | New York | Not listed | Percentage of assets, Fixed fees |
| William Prendergast | Altfest Personal Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Yanying Lin | Bridgewater Advisors | New York | Not listed | Percentage of assets |
| Yoolim Kaminsky | Shufro, Rose & | New York | Not listed | Percentage of assets, Fixed fees |