List of Financial planners in Birmingham
Looking for a verified List of Financial planners in Birmingham to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 441 Financial planners across Birmingham, Alabama, United States as of August 4, 2026.
This comprehensive List of Financial planners in Birmingham gives you access to 188 records with email addresses, 431 with phone numbers, and 188 listings containing both. Additionally, over 397 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.
Our data also highlights strong social media engagement, with 120 Financial planners on Facebook, 56 on Instagram, 40 on X (formerly Twitter), 79 on LinkedIn, and 45 managing active YouTube channels.
Plus, over 100 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.
Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in Birmingham provides everything for you to connect with active, visible, and verified businesses.
Social Media Reach
120
56
79
45
YouTube
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Financial planners List in Birmingham
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Bill Smith Wealth Management, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
Merrill Lynch Financial Advisor Zenko Hrynkiw | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Merrill Lynch Financial Advisor Camper O'Neal | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Frank Chappelle & Co Inc | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Fifth Third Private Bank - Joe Lucas | Address | Birmingham | Michigan | United States | Email | Phone | 0 | 0 | — | |||||
Southern Wealth Builders | Address | Birmingham | Alabama | United States | Email | Phone | 10 | 5 | — | |||||
Philip and Rhonda Wilson | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Compass Wealth Management - UBS Financial Services Inc. | Address | Birmingham | Michigan | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Fifth Third Private Bank - Jack Broderick | Address | Birmingham | Michigan | United States | Email | Phone | 0 | 0 | — | |||||
Unlimited Potential Financial Services | Address | Birmingham | Alabama | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Strength Capital Partners | Address | Birmingham | Michigan | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Allan McClure - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | |||
Jonathan Foster - Financial Advisor, Ameriprise Financial Services, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | |||
Rock Harbor | Address | Birmingham | Michigan | United States | Email | Phone | 0 | 0 | — | — | — | |||
Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 1 | 5 | — | — | — |
Verified Data
Every record is cross-verified for accuracy before delivery.
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 441 records with complete field coverage.
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Top business categories in Birmingham
Most popular business categories across Birmingham
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Birmingham
The List of Financial planners in Birmingham is a structured market intelligence dataset with 441 verified Financial planners records covering the full Birmingham, Alabama, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.
Financial planners Market Intelligence for Birmingham, Alabama, United States: 441 Verified Businesses
Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Birmingham, Alabama, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in Birmingham, Alabama, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.
Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Birmingham.
Franchise & expansion research: Use the full Birmingham, Alabama, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.
Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.
Structured Financial planners Data for Birmingham, Alabama, United States, Ready for Any Tool or Analysis
This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Birmingham, Alabama, United States they can actually work with:
Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.
CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.
Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Birmingham, Alabama, United States.
API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.
Contact Financial planners Decision-Makers in Birmingham, Alabama, United States: 188 Emails and 431 Phone Numbers
For teams that need to reach Financial planners owners in Birmingham, Alabama, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 188 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Birmingham.
Phone prospecting: 431 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.
Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.
Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.
Financial planners Social Media Presence and Online Activity in Birmingham, Alabama, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in Birmingham, Alabama, United States, including 120 Facebook, 56 Instagram, and 79 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in Birmingham, Alabama, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.
Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.
Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.
Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Birmingham who already have an established online presence.
Download the Financial planners Database for Birmingham, Alabama, United States: One-Time, No Subscription
If you've been searching for a verified Financial planners email list, phone number database, or business directory for Birmingham, Alabama, United States, this is it. 441 records, instantly downloadable, starting at $10:
What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.
Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.
Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.
Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial planners in Birmingham gives you a single, reliable source of truth for the Financial planners market in Birmingham, Alabama, United States: 441 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.
Contact Data for Financial planners in Birmingham
441 total records · Updated August 4, 2026
431
Phone Numbers
188
Email Addresses
188
Both Phone & Email
Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.
Social Media Coverage for Financial planners in Birmingham
Reach your prospects across every major social platform
120
Facebook Profiles
56
Instagram Handles
79
LinkedIn Profiles
40
X / Twitter Handles
45
YouTube Channels
Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in Birmingham: Website Presence Breakdown
441 total records · Updated August 4, 2026
397
Financial planners with a website
90.0% of total
44
Financial planners without a website
10.0% of total
44 businesses without a website in Birmingham represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the Birmingham By Ratings
6
Number of 1 star-rated Financial planners in Birmingham
4
Number of 2 star-rated Financial planners in Birmingham
14
Number of 3 star-rated Financial planners in Birmingham
14
Number of 4 star-rated Financial planners in Birmingham
100
Number of 5 star-rated Financial planners in Birmingham
Frequently Asked Questions about Financial planners in Birmingham, Alabama
Everything you need to know about our financial planners database for Birmingham, Alabama: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.
How many Financial planners are there in Birmingham, Alabama?
There are 441 financial planners in Birmingham, Alabama in our verified database, as of August 4, 2026. This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Birmingham market for sales prospecting and territory planning.
How up to date is the Financial planners data for Birmingham, Alabama?
This dataset was last updated in August 4, 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 planners database for Birmingham, Alabama?
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 planners businesses in Birmingham, Alabama?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Birmingham, Alabama as a one-time purchase with no subscription. Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Birmingham, Alabama cost?
The complete financial planners leads database for Birmingham, Alabama costs $10 as a one-time payment. You get instant access to all 441 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 planners contacts in Birmingham, Alabama 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 planners 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 Birmingham, Alabama financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in Birmingham, Alabama have phone numbers?
431 financial planners in Birmingham, Alabama (98% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Birmingham, Alabama have email addresses?
188 financial planners in Birmingham, Alabama (43%) 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 planners in Birmingham, Alabama have both a phone number and an email address?
188 financial planners in Birmingham, Alabama 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 planners in Birmingham, Alabama are active on social media?
Social profile coverage for financial planners in Birmingham, Alabama: 79 on LinkedIn, 120 on Facebook, 56 on Instagram, 45 on YouTube, 40 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 planners in Birmingham, Alabama have a website?
397 financial planners in Birmingham, Alabama (90%) have an active business website, an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Birmingham, Alabama do not have a website?
44 financial planners in Birmingham, Alabama 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 planners in Birmingham, Alabama?
Rating breakdown for financial planners in Birmingham, Alabama: 100 with a 5-star rating, 14 with a 4-star rating, 14 with a 3-star rating, 4 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 planners data for all of Alabama or the entire US?
Yes. Beyond Birmingham, we offer the complete Financial planners database for Alabama and a national all-50-states version. If you buy the Birmingham list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Birmingham, Alabama 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.
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