| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| 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 |
| 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 |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Gladys Chow | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jean-Andre Corpuz | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Joshua Beckerman | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Julie Shah | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Jun Chen | Fidare Wealth Solutions | New York | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Ivan Thornton | Fiduciary Management Group | New York | Not listed | Percentage of assets, Hourly |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Benjamin Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Brett Rosen | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Donald Bond | Edge Wealth Management | New York | Not listed | Percentage of assets |
| John Marx | Edge Wealth Management | New York | Not listed | Percentage of assets |
| Matthew Weinberg | Edge Wealth Management | New York | Not listed | Percentage of assets |