| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Andrew St Martin | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Brian Burkhart | Wealth Effects | Boston | Not listed | Percentage of assets |
| Derek Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Hideyoshi Watanabe | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| John Brennecke | Timber Creek Capital Management | Boston | CFA | Percentage of assets |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Stefan Karlsson | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tenzing Tashishar | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Thaddeus Davis | Aureus Asset Management | Boston | CFA | Percentage of assets, Fixed fees |
| Tigran Navasardian | Anchor Capital Advisors | Boston | CFA | Percentage of assets, Hourly |
| Tuyet Nguyen | NorthStar Asset Management | Boston | CFA | Percentage of assets |
| Warner Wayne | Wealth Effects | Boston | Not listed | Percentage of assets |
| William Liberti | Wealth Effects | Boston | Not listed | Percentage of assets |
| Adam Desjardins | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Alan Arcadipane | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Swanson | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Benjamin Seaman | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Gary Mikula | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| George Cook | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Kevin Bonacci | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Lisa MacEwen | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Malicki | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paula Pienkowska | Riverview Capital Advisers | Boston | Not listed | Percentage of assets, Hourly |
| Peter Dixon | Howland Capital | Boston | Not listed | Percentage of assets, Hourly |
| Robert Oneil | Birch Hill Investment Advisors | Boston | CFA | Percentage of assets |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Andrew Mazzola | M3 Advisory Group | Boston | Not listed | Percentage of assets, Hourly |
| Brendan Clune | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Christopher O'Neill | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Carr | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Daniel Doucette | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| David Watson | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| George Whitmore | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Jeremiah Gallington | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Julie Goodridge | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Patrick Fischoeder | Anchor Capital Advisors | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |