| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Congzhu Yang | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Peter Dizdar | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Carl Bader | Sanderson Wealth Management | Buffalo | 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 |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Harshvardhan Ved | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| Jennifer Ziesk | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Kaylee Johnson | Kilter Group | Webster | Not listed | Percentage of assets, Fixed fees |
| Luz Curiel | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Michael George | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Patrick Keane | Nevis Equity Advisors | Dobbs Ferry | Not listed | Percentage of assets |
| Peter Kunze | Guardant Wealth Advisors | New York | Not listed | Percentage of assets |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| 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 |
| Ty Buckelew | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Chani Katzman We help our clients live a life by design, not default. | Not listed | New York | Not listed | Percentage of assets |
| Christopher Lai | Ascent Wealth Partners | New Hartford | CFA | Percentage of assets |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |