| Cory Laird | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Dalya Inhaber | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| Edward Hadad | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| John Jackson | Stewards Advisory Services | Yonkers | CFP | Percentage of assets, Hourly |
| Maureen Whelan | Whelan Financial Planning | Cortlandt Manor | CFP | One-time planning fee, Ongoing planning fee |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Richard Seeger | R. Seeger Wealth Management | Lindenhurst | CFP | Percentage of assets |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sarah Stymus | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Scott Kahan | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Viktoria Kamin | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Andrew Shoemaker | Hurley Capital | New York | CFP | Percentage of assets, Fixed fees |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| 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 |
| Evan Ryan | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Jason Dongelewic | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Lamarca | Marcellus Capital Management | Skaneateles | CFA | Percentage of assets, Performance-based fees |
| John O'Brien | O'Brien Capital Management | Nyack | CFP | Hourly, One-time planning fee |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Laura Sodorsky | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Lisa Kelly | Federmann Financial Advisors | Rocky Point | CFP, PFS | 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 |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Michael Tom | AtwoB. | Katonah | CFP | Percentage of assets, Hourly |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Taunya Abaya | Abaya Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Taylor Sohns | LifeGoal Investments | Saratoga Springs | CFP | Percentage of assets, Hourly |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Brianna Melahn | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |