| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Ethan Brown | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Robert Dockendorff | May Hill Capital | Cohasset | CFP | Percentage of assets, Fixed fees |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| John Malone | Apex Investment Group | Dedham | Not listed | Percentage of assets |
| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Joseph Bakaysa | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Joseph Charles | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Pedro Silva | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| John Choe | FinArc Investments | Norwood | Not listed | Percentage of assets |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Kaitlyn Carlson | Theory Planning Partners | Marblehead | CFP | Percentage of assets, Fixed fees |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Ryan Carragher | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |