| Eric Diandrea | WealthUnite Advisors | Manhasset | Not listed | Percentage of assets |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| James Cornehlsen | Capstone Investment Financial Group | Webster | CFA | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Jessica Champion | Jessica Champion Investment Services | Chittenango | Not listed | Percentage of assets |
| Jill Schum | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| John McGuire | MSM Financial Strategies | Bronxville | CFP | Percentage of assets, Hourly |
| Julia Peloso-Barnes | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Kristen Euretig | Brooklyn Plans | Beacon | CFP | Ongoing planning fee |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| 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 |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| 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 |
| Thomas Vaccaro | Briarcliff Manor Wealth Advisors | Saugerties | CFP | Percentage of assets, Hourly |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Yehoshua Sternbach | Yields4U | Melville | ChFC | Percentage of assets, Hourly |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Adenikke Soremekun | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| Darren Graff | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Harshvardhan Ved | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Harvey Kraus | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| James Devico | Mountain Pass Planning | Hopewell Junction | Not listed | Flat fee or retainer, Hourly |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Ring | Moldenhauer & Associates | Orchard Park | Not listed | Percentage of assets, Hourly |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Jonathon Hughes | Linden Financial Consultants | Rochester | Not listed | Hourly, One-time planning fee |
| Joseph Barrios | Heritage Financial Counselors | Oyster Bay | Not listed | Percentage of assets, Fixed fees |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Mark Blinderman | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |