| 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 |
| Jeremy Schlanger | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| 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 |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Laurence Ach | Klingenstein Fields Advisors | New York | CIC | Percentage of assets, Fixed fees |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Nancy Tolli | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Nicholas Sutro | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Raymond Wilson | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Richard Leimgruber | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Yibo Huang | Sicart Associates | New York | CFA | Percentage of assets |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |
| Nicole Scarpati | Capital Counsel | New York | Not listed | Percentage of assets |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Ellen Lazarus | Charles Pratt & Company | New York | Not listed | Percentage of assets |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Omeed Zarrin | The Herbst Group | New York | Not listed | Percentage of assets |
| Philip Richter | Hollow Brook Wealth Management | Katonah | Not listed | Percentage of assets, Fixed fees |
| Todd Gordon | Inside Edge Capital | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |