| 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 |
| 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 |
| Jennifer Colon | CRA Financial | Northfield | Not listed | Percentage of assets |
| John Hughes | CRA Financial | Northfield | Not listed | Percentage of assets |
| 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 Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| 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 |
| Yoel Kaplowitz | Able Wealth Management | Toms River | CFP | Percentage of assets, Flat fee or retainer |
| Emily Jaffe | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Janel Manella | Co-Missions Financial Planning | Cherry Hill | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Jason Blumstein | Julius Wealth Advisors | Englewood Cliffs | CFA | Percentage of assets, Fixed fees |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Laurent Metzler | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Thomas Marrollo | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| William Keller | Keller Wealth Management | Morristown | Not listed | Percentage of assets, Hourly |
| Zachary Sirota | IRON Financial | Cresskill | Not listed | Percentage of assets, Performance-based fees |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Anna Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Neil Murphy | NPM Consulting | Ridgewood | Not listed | Percentage of assets, Fixed fees |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Ryan Tuttle | Signet Financial Management of Southwest Florida | Parsippany | Not listed | Percentage of assets, Hourly |