| John Barry | Core Capital Management and Research | Houston | Not listed | Percentage of assets, Fixed fees |
| John Harris | Fundamental Advisors | Houston | Not listed | Percentage of assets, Hourly |
| John Ross | Goodman Financial | Houston | Not listed | Percentage of assets, Hourly |
| Joni Eggleston | Goodman Financial | Houston | Not listed | Percentage of assets, Hourly |
| Joseph Thomson | Horizon Wealth Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Josh Matthews | Brownlee Wealth Management | Houston | Not listed | Hourly, Fixed fees |
| Kaden Kozsuch | Integrity Road Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Laurie McRay | Aquinas Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Lingyun Yang | RHP Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Louis Hopper | Horizon Wealth Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Louis Pelz | Core Capital Management and Research | Houston | Not listed | Percentage of assets, Fixed fees |
| Margaret Sucre'-Vail | Sucre'-Vail Wealth Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Mark Wilson | Branson Fowlkes & CO | Houston | Not listed | Percentage of assets, Hourly |
| Michael Bishop | Branson Fowlkes & CO | Houston | Not listed | Percentage of assets, Hourly |
| Michael Brinkley | Manske Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Hariprashad | Goodman Financial | Houston | Not listed | Percentage of assets, Hourly |
| Michael Wachsler | Vertrix Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Michele Jones | RHP Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Michelle Smith | Penney Financial | Houston | Not listed | Percentage of assets, Hourly |
| Natalie Picha | RHP Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Nelson Flores | Mmbg Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Nicole Louvar | Guided Capital Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Paul Broughton | The Broughton Investment Group | Houston | Not listed | Percentage of assets, Hourly |
| Paula McGee | Haven Wealth Group | Houston | Not listed | Percentage of assets |
| Philip Armes | Endeavor Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Philip Lichtman | Concert Financial Planning | Houston | Not listed | Hourly, Fixed fees |
| Randhir Sahni | Sahni | Houston | Not listed | Percentage of assets, Hourly |
| Randolph Burch | Haven Wealth Group | Houston | Not listed | Percentage of assets |
| Rebecca Arseneau | Haven Wealth Group | Houston | Not listed | Percentage of assets |
| Rebecca McElroy | Horizon Wealth Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Richard LaFont | Endeavor Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Ronald Briggs | Cheviot Value Management | Houston | Not listed | Percentage of assets, Hourly |
| Rosalie Groendes | Haven Wealth Group | Houston | Not listed | Percentage of assets |
| Sierra Elrod | Alteris Capital Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Steven Newmyer | Newmyer Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Thao Ho | Manske Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| William Calvin | Haven Wealth Group | Houston | Not listed | Percentage of assets |
| Zachary Welborn | Manske Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |