List of Financial planners in Miami
Miami, Arizona, has 767 Financial planners in this dataset, last verified September 4, 2026. It is the biggest market for Financial planners among the 10 Arizona cities we track, ahead of Scottsdale (555). Local listings make up 27% of all Financial planners in Arizona.
231 Financial planners in Miami list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Arizona average, 30.4% against 51%, so expect phone (99.1% coverage) to do most of the work.
With 88% already online (in line with 91.3% across Arizona), only 92 Financial planners in Miami lack a website, so site improvements and SEO are the stronger pitch. 205 of their websites list a contact page URL.
56% of the 254 rated Financial planners in Miami hold a 5-star average, below the Arizona figure of 69%. The 47 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
184
126
159
101
YouTube
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Financial planners List in Miami
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Marandino & Associates - Ameriprise Financial Services, LLC | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Claudia Chinea, MGR - New York Life | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Eric Beira Casanova - TD Wealth Financial Advisor | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | |||||||
Merrill Lynch Financial Advisor Miguel Corvalan | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Keith Berman - Thrivent | Address | Miami | Florida | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
Bank of America Private Client Advisor Gonzalo de Quesada | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Midwest Tax & Accounting | Address | Miami | Oklahoma | United States | Email | Phone | 7 | 3.9 | — | — | — | — | |||
Bank of America (with Drive-thru ATM) | Address | Miami | Florida | United States | Email | Phone | 207 | 2.5 | |||||||
Bank of America Financial Center | Address | Miami | Florida | United States | Email | Phone | 44 | 2.9 | |||||||
Seguro-De-Salud-y-vida y servicios. Servicios financieros Integrales para latinos en USA. | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Bank of America (with Drive-thru ATM) | Address | Miami | Florida | United States | Email | Phone | 104 | 2.3 | |||||||
The Gables Legacy Group, LLC | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Private Wealth Advisor Angel Ferrer | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Jorge Maquilon | Address | Miami | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
First Horizon Bank - Pinecrest, FL - S Dixie Hwy | Address | Miami | Florida | United States | Email | Phone | 49 | 4.2 |
This is a randomized preview — the full database contains 767 records with complete field coverage.
Get the full Financial planners database
767 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Miami
Most popular business categories across Miami
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Miami
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 767 Financial planners in Miami, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Miami, Arizona
Each of these buyers can work the 767 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 767 Financial planners in Miami.
- 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 Contact Form Outreach in Miami, Arizona
Start with the 231 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (760): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (233): 30.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (205): businesses with a contact page URL give you another way in when no email is listed.
- 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 Miami, Arizona
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (92): 12% of Financial planners in Miami have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (47): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (583): 76% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Miami
With 767 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 767 Financial planners in Miami and plan visit days by neighborhood.
- Postal code patches: split Miami by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 9 other Arizona cities we track are the next step once Miami accounts are covered.
Data Coverage for Financial planners in Miami
767 records · verified September 4, 2026
- Phone numbers
- 760
- Email addresses
- 233
- Phone and email
- 231
- Websites
- 675
Google ratings· 254 rated (33%)
56% hold 5 stars
- 1-star rated
- 17
- 6.7% of rated
- 2-star rated
- 30
- 11.8% of rated
- 3-star rated
- 38
- 15% of rated
- 4-star rated
- 27
- 10.6% of rated
- 5-star rated
- 142
- 55.9% of rated
Social profiles:
- Facebook:184· 24%
- LinkedIn:159· 20.7%
- Instagram:126· 16.4%
- X (Twitter):113· 14.7%
- YouTube:101· 13.2%
Financial planners in Miami are a mixed-channel, Facebook-heavy market: 99.1% list a phone number and 30.4% publish an email. Among 254 rated Financial planners, 56% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Miami, Arizona
Everything you need to know about our financial planners database for Miami, Arizona: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Miami, Arizona?
There are 767 financial planners in Miami, Arizona in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Miami market for sales prospecting and territory planning.
How up to date is the Financial planners data for Miami, Arizona?
This dataset was last updated in September 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 Miami, Arizona?
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 Miami, Arizona?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Miami, Arizona 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 Miami, Arizona cost?
The complete financial planners leads database for Miami, Arizona costs $10 as a one-time payment.
You get instant access to all 767 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 Miami, Arizona 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 Miami, Arizona 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 Miami, Arizona have phone numbers?
760 financial planners in Miami, Arizona (99% 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 Miami, Arizona have email addresses?
233 financial planners in Miami, Arizona (30%) 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 Miami, Arizona have both a phone number and an email address?
231 financial planners in Miami, Arizona 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 Miami, Arizona are active on social media?
Social profile coverage for financial planners in Miami, Arizona: 159 on LinkedIn, 184 on Facebook, 126 on Instagram, 101 on YouTube, 113 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 Miami, Arizona have a website?
675 financial planners in Miami, Arizona (88%) 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 Miami, Arizona do not have a website?
92 financial planners in Miami, Arizona 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 Miami, Arizona?
Rating breakdown for financial planners in Miami, Arizona: 142 with a 5-star rating, 27 with a 4-star rating, 38 with a 3-star rating, 30 with a 2-star rating, 17 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 Arizona or the entire US?
Yes. Beyond Miami, we offer the complete Financial planners database for Arizona and a national all-50-states version.
If you buy the Miami list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Miami, Arizona 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.