| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Stephen Engel | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Yehoshua Sternbach | Yields4U | Melville | ChFC | Percentage of assets, Hourly |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| Darren Graff | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Franklin Waung | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Harshvardhan Ved | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Harvey Kraus | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Jennifer Ziesk | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| John Ring | Moldenhauer & Associates | Orchard Park | Not listed | Percentage of assets, Hourly |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Joseph Barrios | Heritage Financial Counselors | Oyster Bay | Not listed | Percentage of assets, Fixed fees |
| Kaylee Johnson | Kilter Group | Webster | Not listed | Percentage of assets, Fixed fees |
| Kristofer Venezia | Eckman Wealth Management | Long Island City | Not listed | Percentage of assets, Fixed fees |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Luz Curiel | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Blinderman | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Martha Raghunauth | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Masahiro Yamazaki | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Michael George | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Michael Raimondi | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Patrick Keane | Nevis Equity Advisors | Dobbs Ferry | Not listed | Percentage of assets |
| Peter Kunze | Guardant Wealth Advisors | New York | Not listed | Percentage of assets |
| Sandra Turner | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Shummi Jindal | Rose Capital Advisors | Plandome | Not listed | Percentage of assets, Hourly |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Tor Peery | Anchor Capital Management | Ithaca | Not listed | Percentage of assets, Hourly |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Ty Buckelew | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Adeeb Chowdhury | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |
| Alan Tocman | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Alex Ierardi | S.E.E.D. Planning Group | Binghamton | Not listed | Percentage of assets, Hourly |