List of Financial planners in Madison
Madison, Alabama, has 443 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 12 Alabama cities we track, behind Birmingham (480) and ahead of Jacksonville (426). Local listings make up 29% of all Financial planners in Alabama.
258 Financial planners in Madison list both a phone number and an email address, the best starting point for multi-channel outreach. At 58.5%, email coverage runs well above the Alabama average of 46.4%, while 98% of listings include a phone number.
With 94.8% already online (in line with 89.9% across Alabama), only 23 Financial planners in Madison lack a website, so site improvements and SEO are the stronger pitch. 95 of their websites list a contact page URL.
70% of the 178 rated Financial planners in Madison hold a 5-star average, below the Alabama figure of 79%. The 15 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
172
76
94
46
YouTube
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Financial planners List in Madison
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Perk Planning | Address | Madison | Wisconsin | United States | Email | Phone | 2 | 5 | — | — | — | |||
 | Edward Jones - Financial Advisor: Nathan J Eisner, CEPA®|AAMS® | Address | Madison | Wisconsin | United States | Email | Phone | 8 | 4 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: David M O'Connor | Address | Madison | Connecticut | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Guardian Resources | Address | Madison | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Deborah P Reed - Financial Advisor, Ameriprise Financial Services, LLC | Address | Madison | South Dakota | United States | Email | Phone | 1 | 5 | — | — | — | |||
HBW Securities LLC | Address | Madison | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Garrett Jones - RBC Wealth Management Financial Advisor | Address | Madison | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | U.S. Bancorp Advisors - Financial Advisors: Madison | Address | Madison | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Trader's Edge | Address | Madison | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Brown Advisory Group | Address | Madison | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Lohr & Company | Address | Madison | Virginia | United States | Email | Phone | 19 | 5 | — | — | ||||
 | The PILL Method | Address | Madison | Alabama | United States | Email | Phone | 2 | 5 | — | |||||
 | Edward Jones - Financial Advisor: David Rocker | Address | Madison | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jeffrey A Prebish | Address | Madison | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Connor Carroll - Financial Advisor, Ameriprise Financial Services, LLC | Address | Madison | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 443 records with complete field coverage.
Get the full Financial planners database
443 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Madison
Most popular business categories across Madison
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Madison
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 443 Financial planners in Madison, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Madison, Alabama
Each of these buyers can work the 443 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 443 Financial planners in Madison.
- 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 Madison, Alabama
Start with the 258 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (434): 98% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (259): 58.5% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (172): 38.8% 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 Madison, Alabama
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (15): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (271): 61% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Madison
With 443 Financial planners 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 443 Financial planners in Madison and plan visit days by neighborhood.
- Postal code patches: split Madison by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 11 other Alabama cities we track are the next step once Madison accounts are covered.
Data Coverage for Financial planners in Madison
443 records · verified September 6, 2026
- Phone numbers
- 434
- Email addresses
- 259
- Phone and email
- 258
- Websites
- 420
Google ratings· 178 rated (40%)
70% hold 5 stars
- 1-star rated
- 7
- 3.9% of rated
- 2-star rated
- 8
- 4.5% of rated
- 3-star rated
- 21
- 11.8% of rated
- 4-star rated
- 18
- 10.1% of rated
- 5-star rated
- 124
- 69.7% of rated
Social profiles:
- Facebook:172· 38.8%
- LinkedIn:94· 21.2%
- X (Twitter):78· 17.6%
- Instagram:76· 17.2%
- YouTube:46· 10.4%
Financial planners in Madison are an email-friendly, Facebook-heavy market: 98% list a phone number and 58.5% publish an email. Among 178 rated Financial planners, 70% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Madison, Alabama
Everything you need to know about our financial planners database for Madison, Alabama: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Madison, Alabama?
There are 443 financial planners in Madison, Alabama in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Madison market for sales prospecting and territory planning.
How up to date is the Financial planners data for Madison, Alabama?
This dataset was last updated in September 6, 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 Madison, 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 Madison, Alabama?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Madison, 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 Madison, Alabama cost?
The complete financial planners leads database for Madison, Alabama costs $10 as a one-time payment.
You get instant access to all 443 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 Madison, 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 Madison, 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 Madison, Alabama have phone numbers?
434 financial planners in Madison, Alabama (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Madison, Alabama have email addresses?
259 financial planners in Madison, Alabama (58%) 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 Madison, Alabama have both a phone number and an email address?
258 financial planners in Madison, 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 Madison, Alabama are active on social media?
Social profile coverage for financial planners in Madison, Alabama: 94 on LinkedIn, 172 on Facebook, 76 on Instagram, 46 on YouTube, 78 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 Madison, Alabama have a website?
420 financial planners in Madison, Alabama (95%) 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 planners in Madison, Alabama do not have a website?
23 financial planners in Madison, 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 Madison, Alabama?
Rating breakdown for financial planners in Madison, Alabama: 124 with a 5-star rating, 18 with a 4-star rating, 21 with a 3-star rating, 8 with a 2-star rating, 7 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 Madison, we offer the complete Financial planners database for Alabama and a national all-50-states version.
If you buy the Madison list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Madison, 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.