| Jun Chen | Fidare Wealth Solutions | New York | Not listed | Percentage of assets, Hourly |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Charles Helme | BH Asset Management | New York | Not listed | Flat fee or retainer |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| Gary Schatsky | IFC Personal Money Managers | New York | Not listed | Hourly, Fixed fees |
| James Berman | JBGlobal.com | New York | Not listed | Percentage of assets |
| Mitchell Poirier | SMP Financial Planning | New York | Not listed | Percentage of assets, Hourly |