| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Cameron Lease | Lease Investment Advisors | Toms River | Not listed | Percentage of assets |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Laurent Metzler | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Mark Friedenthal | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Ryan Volpe | Volpe Investments | Cranford | CFA | Percentage of assets, Fixed fees |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Soumyadeep Sinha | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Thomas Marrollo | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| William Keller | Keller Wealth Management | Morristown | Not listed | Percentage of assets, Hourly |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Anna Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Brett Herron | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Charles Pouliot | Wealth Effects | West New York | Not listed | Percentage of assets |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| Gwen Gepfert | OakTree Financial Planning and Consulting | Basking Ridge | Not listed | Hourly |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Joseph Gaspari | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Kaushal Majmudar | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Matthew Granizo | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Neil Murphy | NPM Consulting | Ridgewood | Not listed | Percentage of assets, Fixed fees |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Robert Guerra | Guerra Pan Advisors | Montclair | Not listed | Percentage of assets |
| Ryan Hulsebos | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Ryan Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Scott Drown | Regency Wealth Management | Ramsey | Not listed | Percentage of assets, Fixed fees |
| Stephen Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |
| Terrance McGuire | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Tyler Reedman | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Carlos Rodrigues | Fortune Financial | Livingston | Not listed | Percentage of assets, Fixed fees |
| Deep Patel | GenRise Wealth Advisors | Mt. Laurel | Not listed | Percentage of assets, Hourly |
| Gerard McGeough | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| John Lui | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Robert Moskowitz | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Bryan Kaufman | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Mark Perez | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |