| Charles Weidman | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Colleen Echausse | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Danny Yu | Hillcrest Wealth Advisors | Holmdel | CFP | Percentage of assets, Hourly |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Jeffrey Hanson | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Jessica Perkins | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Nancy Mulvey | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Thomas Mullen | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Bryan Kabot | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Daniel Divizio | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| George Don | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
| Jason Gabrieli | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| Mark Andraos | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Mark Reitsma | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Samantha Swiderski | CRA Financial | Northfield | Not listed | Percentage of assets |
| Shawn Hirsch | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Thomas Reynolds | CRA Financial | Northfield | Not listed | Percentage of assets |
| Volodymyr Stasenko | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Wesley English | Vault Private Wealth | Lawrenceville | CFP | Percentage of assets |
| Christina Light | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Cacchiola | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Claudia Saia | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Daniel Moskowitz | Chatham Wealth Management | Chatham | CFP | Percentage of assets |
| Emily Jaffe | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Frederic Wheeler | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Gregory Hart | Haddon Wealth Management | Haddonfield | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jonathan Liebl | GenRise Wealth Advisors | Mt. Laurel | CFP | Percentage of assets, Hourly |
| Matthew Larocca | RDM Capital | Red Bank | CFP | Percentage of assets |
| Nina Shaw | The DBS Companies | Mendham | CFA | Percentage of assets, Hourly |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Aran | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Yashin | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| Erik Black | Calrivan Wealth Management | Randolph | Not listed | Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Patricia Scott | MSM Financial Strategies | New Providence | CFP | Percentage of assets, Hourly |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |