| Sara Hutman | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Scott Drown | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Simcha Goldberg | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Terrance McGuire | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Timothy Boulanger | Strategic Family Wealth Counselors | Fairfield | ChFC | Percentage of assets, Hourly |
| Timothy Macguire | Eagle Bay Family Office | Maplewood | Not listed | Percentage of assets, Hourly |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Carlos Rodrigues | Fortune Financial | Livingston | Not listed | Percentage of assets, Fixed fees |
| Deep Patel | GenRise Wealth Advisors | Mt. Laurel | Not listed | Percentage of assets, Hourly |
| Gerard McGeough | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| John Lui | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Robert Moskowitz | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Christaphor Thomasian | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Christian Garces | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Daniel Roccato | Quaker Wealth Management | Moorestown | Not listed | Percentage of assets, Fixed fees |
| Eric Fishman | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Joel Orris | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | Not listed | Percentage of assets, Hourly |
| Reese Little | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Richard Flora | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Robert Mehlin | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Steven Maide | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Stuart Schrenzel | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |