Verified B2B Dataset

List of Financial consultants in Richmond

Richmond, British Columbia, has 183 Financial consultants in this dataset, last verified September 9, 2026. It is the fifth-largest of the 8 British Columbia cities we track, behind Kelowna (188) and ahead of Burnaby (182). Local listings make up 5% of all Financial consultants in British Columbia.

86 Financial consultants in Richmond list both a phone number and an email address, the best starting point for multi-channel outreach. At 47.5%, email coverage runs above the British Columbia average of 39.7%, while 95.1% of listings include a phone number.

With 92.3% already online (in line with 87.7% across British Columbia), only 14 Financial consultants in Richmond lack a website, so site improvements and SEO are the stronger pitch. 44 of their websites list a contact page URL.

58% of the 65 rated Financial consultants in Richmond hold a 5-star average, below the British Columbia figure of 64%. The 12 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

183
Total Records
87
Email Coverage
174
Phone Coverage
169
Website Coverage
Last Updated: September 9, 2026

Social Media Reach

60

Facebook

13

Instagram

58

LinkedIn

55

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 9, 2026

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Financial consultants List in Richmond

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Edward Jones - Financial Advisor: Antonio Lee logo

Edward Jones - Financial Advisor: Antonio Lee

Address
RichmondBritish ColumbiaCanada
Email
Phone
2
4.5
————
Enyoung Financial Services Ltd. logo

Enyoung Financial Services Ltd.

Address
RichmondBritish ColumbiaCanada
Email
Phone
—1
5
————
CIBC Mortgage Advisor: Kyle Liu logo

CIBC Mortgage Advisor: Kyle Liu

Address
RichmondBritish ColumbiaCanada
Email
Phone
0
0
—
CIBC Financial Advisor: Rosanna Cho logo

CIBC Financial Advisor: Rosanna Cho

Address
RichmondBritish ColumbiaCanada
Email
Phone
0
0
—
CIBC Mortgage Advisor: Acton Zheng logo

CIBC Mortgage Advisor: Acton Zheng

Address
RichmondBritish ColumbiaCanada
Email
Phone
0
0
—

TWE Financial Group

Address
RichmondBritish ColumbiaCanada
Email
Phone
3
3.7
————

Knowledge First Financial

Address
RichmondBritish ColumbiaCanada
Email
Phone
1
5
————
CIBC Mortgage Advisor: Kosta Paloukos logo

CIBC Mortgage Advisor: Kosta Paloukos

Address
RichmondOntarioCanada
Email
Phone
0
0
—
STS Business Inc. logo

STS Business Inc.

Address
RichmondBritish ColumbiaCanada
Email
Phone
0
0
————
MERAKI Financial Services Inc logo

MERAKI Financial Services Inc

Address
RichmondBritish ColumbiaCanada
Email
Phone
4
4
————

E I G River Road Investments

Address
RichmondBritish ColumbiaCanada
Email
Phone
—0
0
————
Zhan Shi - TD Financial Planner logo

Zhan Shi - TD Financial Planner

Address
RichmondBritish ColumbiaCanada
Email
Phone
0
0
————
Guaranti WealthPlus Financial 温顶金融 logo

Guaranti WealthPlus Financial 温顶金融

Address
RichmondBritish ColumbiaCanada
Email
Phone
47
5
—
Cassian Cheng - TD Wealth Private Investment Advice logo

Cassian Cheng - TD Wealth Private Investment Advice

Address
RichmondBritish ColumbiaCanada
Email
Phone
0
0
————
Grow Your Wealth Financial Planning logo

Grow Your Wealth Financial Planning

Address
RichmondBritish ColumbiaCanada
Email
Phone
32
5
————

This is a randomized preview — the full database contains 183 records with complete field coverage.

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183 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Top Categories

Top business categories in Richmond

Most popular business categories across Richmond

Category
Financial consultants
Use Cases

What You Can Do with the List of Financial consultants in Richmond

This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 183 Financial consultants in Richmond, with the fields to call, email, segment and map them.

Who Sells to Financial consultants in Richmond, British Columbia

Each of these buyers can work the 183 businesses in this list as a pipeline for a different product:

  • Financial and compliance software: Pitch client management, document handling and compliance tools to the 183 Financial consultants in Richmond.
  • Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
  • Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.

Phone, Email and Facebook Outreach in Richmond, British Columbia

Start with the 86 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (174): 95.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (87): 47.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
  • Facebook messages (60): 32.8% have a Facebook page, a further channel when calls and emails go unanswered.
  • CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.

Prospect Segments for Agencies in Richmond, British Columbia

Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:

  • Rated 1 to 2 stars (12): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (123): 67% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Richmond

With 183 Financial consultants in one city, local teams can work the list in person as well as by phone:

  • Route planning: records include latitude and longitude, so field reps can map all 183 Financial consultants in Richmond and plan visit days by neighborhood.
  • Postal code patches: split Richmond by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 7 other British Columbia cities we track are the next step once Richmond accounts are covered.

Data Coverage for Financial consultants in Richmond

183 records · verified September 9, 2026

Phone numbers
174
Email addresses
87
Phone and email
86
Websites
169

Google ratings· 65 rated (36%)

58% hold 5 stars

1-star rated
6
9.2% of rated
2-star rated
6
9.2% of rated
3-star rated
7
10.8% of rated
4-star rated
8
12.3% of rated
5-star rated
38
58.5% of rated

Social profiles:

  • Facebook:60· 32.8%
  • LinkedIn:58· 31.7%
  • YouTube:55· 30.1%
  • X (Twitter):54· 29.5%
  • Instagram:13· 7.1%

Financial consultants in Richmond are a mixed-channel, Facebook-heavy market: 95.1% list a phone number and 47.5% publish an email. Among 65 rated Financial consultants, 58% hold 5 stars, a mostly positive spread.

Frequently asked questions about Financial consultants in Richmond, British Columbia

Everything you need to know about our financial consultants database for Richmond, British Columbia: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.

How many Financial consultants are there in Richmond, British Columbia?

There are 183 financial consultants in Richmond, British Columbia in our verified database, as of September 9, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Richmond market for sales prospecting and territory planning.

How up to date is the Financial consultants data for Richmond, British Columbia?

This dataset was last updated in September 9, 2026.

Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.

Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.

What fields are included in the Financial consultants database for Richmond, British Columbia?

Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.

Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.

Where can I buy verified market intelligence data for Financial consultants businesses in Richmond, British Columbia?

InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Richmond, British Columbia as a one-time purchase with no subscription.

Ideal for market research, sales planning, and business development.

How much does the Financial consultants database for Richmond, British Columbia cost?

The complete financial consultants leads database for Richmond, British Columbia costs $10 as a one-time payment.

You get instant access to all 183 records with no recurring fees, no per-record charges, and no seat limits.

It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.

Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?

Yes. For teams that need financial consultants contacts in Richmond, British Columbia specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.

Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.

Can I preview a sample of the Financial consultants data before buying?

Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.

The sample is a representative slice of the full Richmond, British Columbia financial consultants database, including contact fields, social profiles, and ratings data.

How do I download the Financial consultants list, and what file formats are available?

You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.

CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.

How many Financial consultants in Richmond, British Columbia have phone numbers?

174 financial consultants in Richmond, British Columbia (95% of the database) include a phone number.

That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial consultants in Richmond, British Columbia have email addresses?

87 financial consultants in Richmond, British Columbia (48%) include an email address.

Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.

How many Financial consultants in Richmond, British Columbia have both a phone number and an email address?

86 financial consultants in Richmond, British Columbia have both a phone number and an email address.

Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.

How many Financial consultants in Richmond, British Columbia are active on social media?

Social profile coverage for financial consultants in Richmond, British Columbia: 58 on LinkedIn, 60 on Facebook, 13 on Instagram, 55 on YouTube, 54 on X (Twitter).

Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.

How many Financial consultants in Richmond, British Columbia have a website?

169 financial consultants in Richmond, British Columbia (92%) have an active business website.

That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.

How many Financial consultants in Richmond, British Columbia do not have a website?

14 financial consultants in Richmond, British Columbia operate without a business website.

These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.

What are the review ratings of Financial consultants in Richmond, British Columbia?

Rating breakdown for financial consultants in Richmond, British Columbia: 38 with a 5-star rating, 8 with a 4-star rating, 7 with a 3-star rating, 6 with a 2-star rating, 6 with a 1-star rating.

Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.

Can I get Financial consultants data for all of British Columbia or the entire US?

Yes. Beyond Richmond, we offer the complete Financial consultants database for British Columbia and a national all-50-states version.

If you buy the Richmond list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial consultants contact data in Richmond, British Columbia legal to use for B2B outreach?

Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.

This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.

We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.