List of Financial planners in Carmel
Carmel, California, has 167 Financial planners in this dataset, last verified September 6, 2026. Among the 50 California cities we track, it ranks 26th, between Beverly Hills (170) and Santa Barbara (167). Local listings make up 1.1% of all Financial planners in California.
67 Financial planners in Carmel list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 41.3% is in line with the California average (44.1%), and 98.2% of listings include a phone number.
With 95.2% already online (above 87.5% across California), only 8 Financial planners in Carmel lack a website, so site improvements and SEO are the stronger pitch. 31 of their websites list a contact page URL.
76% of the 63 rated Financial planners in Carmel hold a 5-star average, above the California figure of 62%. Just one is rated 1 to 2 stars.
Social Media Reach
31
28
35
29
YouTube
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Financial planners List in Carmel
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Jacobs Dwyer Wealth Partners | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | |||||
 | Jimmy Pike - Financial Advisor, Ameriprise Financial Services, LLC | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | |||
Specialty Insurance Group | Address | Carmel | Indiana | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
 | Pathway Wealth Advisory of Raymond James | Address | Carmel | Indiana | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | ProCourse Fiduciary Advisors, LLC | Address | Carmel | Indiana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Bryce Marsh - Thrivent | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Semler Financial Group | Address | Carmel | Indiana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | The Financial Resource Center, Inc. | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hermosa Wealth Management | Address | Carmel | Indiana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Royal Alliance Associates Inc | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Chris Cordell - Raymond James | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Sagamore Wealth Advisors of Raymond James | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Scott Medalen - Raymond James | Address | Carmel | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Tyler Yoars | Address | Carmel | Indiana | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Carson Wealth Carmel (formerly Total Wealth Planning) | Address | Carmel | Indiana | United States | Email | Phone | 26 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 167 records with complete field coverage.
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167 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Carmel
Most popular business categories across Carmel
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Carmel
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 167 Financial planners in Carmel, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Carmel, California
Each of these buyers can work the 167 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 167 Financial planners in Carmel.
- 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 Carmel, California
Start with the 67 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (164): 98.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (69): 41.3% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (31): 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 Carmel, California
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 (1): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (136): 81% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Carmel
With 167 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 167 Financial planners in Carmel and plan visit days by neighborhood.
- Postal code patches: split Carmel by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 49 other California cities we track are the next step once Carmel accounts are covered.
Data Coverage for Financial planners in Carmel
167 records · verified September 6, 2026
- Phone numbers
- 164
- Email addresses
- 69
- Phone and email
- 67
- Websites
- 159
Google ratings· 63 rated (38%)
76% hold 5 stars
- 1-star rated
- 0
- 0% of rated
- 2-star rated
- 1
- 1.6% of rated
- 3-star rated
- 7
- 11.1% of rated
- 4-star rated
- 7
- 11.1% of rated
- 5-star rated
- 48
- 76.2% of rated
Social profiles:
- LinkedIn:35· 21%
- Facebook:31· 18.6%
- YouTube:29· 17.4%
- Instagram:28· 16.8%
- X (Twitter):17· 10.2%
Financial planners in Carmel are a mixed-channel, LinkedIn-heavy market: 98.2% list a phone number and 41.3% publish an email. Among 63 rated Financial planners, 76% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Carmel, California
Everything you need to know about our financial planners database for Carmel, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Carmel, California?
There are 167 financial planners in Carmel, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Carmel market for sales prospecting and territory planning.
How up to date is the Financial planners data for Carmel, California?
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 Carmel, California?
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 Carmel, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Carmel, California 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 Carmel, California cost?
The complete financial planners leads database for Carmel, California costs $10 as a one-time payment.
You get instant access to all 167 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 Carmel, California 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 Carmel, California 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 Carmel, California have phone numbers?
164 financial planners in Carmel, California (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 Carmel, California have email addresses?
69 financial planners in Carmel, California (41%) 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 Carmel, California have both a phone number and an email address?
67 financial planners in Carmel, California 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 Carmel, California are active on social media?
Social profile coverage for financial planners in Carmel, California: 35 on LinkedIn, 31 on Facebook, 28 on Instagram, 29 on YouTube, 17 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 Carmel, California have a website?
159 financial planners in Carmel, California (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 Carmel, California do not have a website?
8 financial planners in Carmel, California 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 Carmel, California?
Rating breakdown for financial planners in Carmel, California: 48 with a 5-star rating, 7 with a 4-star rating, 7 with a 3-star rating, 1 with a 2-star rating, 0 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 California or the entire US?
Yes. Beyond Carmel, we offer the complete Financial planners database for California and a national all-50-states version.
If you buy the Carmel list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Carmel, California 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.