| John Jackson | Stewards Advisory Services | Yonkers | CFP | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | 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 |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Viktoria Kamin | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| 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 |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| 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 |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| 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 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 |
| Laura Sodorsky | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| 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 Tom | AtwoB. | Katonah | CFP | Percentage of assets, Hourly |
| Paul Strebel | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Taylor Sohns | LifeGoal Investments | Saratoga Springs | CFP | Percentage of assets, Hourly |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Douglas Burns | BPC Advisors | East Syracuse | CFP, CFA | Percentage of assets, Hourly |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Geoffrey Wells | BPC Advisors | East Syracuse | CFP | 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 |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Matthew Darcy | Seneca Financial Advisors | Rochester | CFA | Percentage of assets, Hourly |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | 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 |
| Samuel Conway | Conway Financial Planning | Ithaca | CFP | Percentage of assets, Hourly |
| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |