Verified B2B Dataset

List of Financial planners in Alpharetta

Looking for a verified List of Financial planners in Alpharetta to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 234 Financial planners across Alpharetta, Georgia, United States as of April 1, 2026.

This comprehensive List of Financial planners in Alpharetta gives you access to 159 records with email addresses, 233 with phone numbers, and 158 listings containing both. Additionally, over 211 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 121 Financial planners on Facebook, 73 on Instagram, 93 on X (formerly Twitter), 104 on LinkedIn, and 68 managing active YouTube channels.

Plus, over 50 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 Alpharetta provides everything for you to connect with active, visible, and verified businesses.

234+
Total Records
67.9%
Email Coverage
99.6%
Phone Coverage
90.2%
Website Coverage
Last Updated: April 1, 2026

What's Inside This Dataset

159

Email addresses ready for campaigns

67.9%

233

Direct phone numbers for outreach

99.6%

158

Complete contacts — phone & email both

67.5%

211

Businesses with a live website

90.2%

Social Media Reach

121

Facebook

73

Instagram

104

LinkedIn

68

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated April 1, 2026

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Sample Preview

Financial planners List in Alpharetta

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Merit Financial Advisors

Address
AlpharettaGeorgiaUnited States
Email
Phone
3
5

Daner Wealth Management

Address
AlpharettaGeorgiaUnited States
Email
Phone
19
5

Heritage Wealth Planning

Address
AlpharettaGeorgiaUnited States
Email
Phone
43
4.9

TandemGrowth Financial Advisors LLC

Address
AlpharettaGeorgiaUnited States
Email
Phone
4
5

Solley Financial Services

Address
AlpharettaGeorgiaUnited States
Email
Phone
57
5

ATLas Investment Advisors

Address
AlpharettaGeorgiaUnited States
Email
Phone
17
5

Bill Spencer - Financial Advisor, Ameriprise Financial Services, LLC

Address
AlpharettaGeorgiaUnited States
Email
Phone
1
5

Georgia Advisory Group, LLC - Alpharetta

Address
AlpharettaGeorgiaUnited States
Email
Phone
19
4.9

Bluerock Wealth Management LLC

Address
AlpharettaGeorgiaUnited States
Email
Phone
1
5

Wealth Enhancement & Preservation

Address
AlpharettaGeorgiaUnited States
Email
Phone
4
5

Live Oak Financial Planning

Address
AlpharettaGeorgiaUnited States
Email
Phone
0
0

Owenby Jones Wealth Management - Alpharetta

Address
AlpharettaGeorgiaUnited States
Email
Phone
1
5

Financial Consultants Group

Address
AlpharettaGeorgiaUnited States
Email
Phone
9
5

The Advisory Firm, LLC

Address
AlpharettaGeorgiaUnited States
Email
Phone
6
5

Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC

Address
MandevilleLouisianaUnited States
Email
Phone
0
0

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 234 records with complete field coverage.

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

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Top Categories

Top business categories in Alpharetta

Most popular business categories across Alpharetta

Category
Financial planners
Use Cases

How List of Financial planners in Alpharetta Can Power Your Growth

Reaching the right decision-makers in the Financial planners industry is the hardest part of any B2B campaign. Our List of Financial planners in Alpharetta gives you 234 contacts — including 159 emails and 233 phone numbers — ready for outreach across every channel.

Sales Outreach & Lead Generation for Financial planners in Alpharetta, Georgia, United States

Stop wasting time on manual research. With 234 Financial planners contacts — including 159 emails and 233 direct phone numbers — your team can build a full pipeline and start closing faster:

Cold Email & Calling: Launch multi-step email sequences and direct phone outreach to Financial planners owners in Alpharetta. Pair both channels to increase reply rates by 3–4x.

SMS & Voicemail Drops: Reach decision-makers through underused channels with exceptional open rates, complementing your email efforts.

CRM-Ready Import: Upload instantly into Salesforce, HubSpot, Zoho, or Pipedrive and start prospecting within minutes of purchase.

Omni-Channel Sequences: Run a synchronized Day 1 LinkedIn → Day 3 Email → Day 5 Call → Day 8 Retargeting sequence for 3.5x higher conversion rates.

Email, Direct Mail & Paid Ad Campaigns Targeting Financial planners in Alpharetta, Georgia, United States

Reach Financial planners decision-makers across every channel — digital and physical — using 159 emails and full mailing addresses from our database:

Email Campaigns: Send cold sequences, nurture newsletters, and promotional broadcasts directly to Financial planners operators across Alpharetta, Georgia, United States.

Direct Mail: Stand out with physical mailers — brochures, product samples, or welcome offers — targeting Financial planners in specific zip codes or neighborhoods.

Google & YouTube Ads: Import contacts into Google Ads Customer Match to serve Search, Display, Gmail, and YouTube pre-roll ads to your exact Financial planners list.

Meta Custom Audiences: Upload emails and phone numbers into Meta Ads Manager for laser-targeted Facebook and Instagram ads, then scale with lookalike audiences.

Social Media, Reputation & Location Intelligence for Financial planners in Alpharetta, Georgia, United States

Our dataset includes 121 Facebook, 73 Instagram, 104 LinkedIn profiles of Financial planners in Alpharetta, Georgia, United States, plus review ratings and geo-coordinates — unlocking powerful targeting and market intelligence:

LinkedIn ABM & Social Outreach: Connect with Financial planners owners on LinkedIn for Account-Based Marketing and influencer or co-marketing partnership discovery on Instagram.

Reputation Management Leads: Identify Financial planners with low Google ratings or thin review profiles — your highest-intent prospects for local SEO and review generation services.

Geomarketing & Territory Planning: Map business density across cities and zip codes to find underserved markets, plan sales territories, and run hyper-local ad campaigns using geo-coordinates.

CRM Enrichment: Append missing phone numbers, emails, social profiles, and review scores to existing records for smarter segmentation and personalized outreach.

Build Directories, Apps & Industry-Specific Offers for Financial planners in Alpharetta, Georgia, United States

Beyond outreach, this dataset is raw material for building assets and crafting tailored offers that generate leads and revenue on autopilot for Financial planners in Alpharetta:

Niche Directory & App: Launch a Financial planners-specific business directory or mobile finder app powered by our 234-record dataset — monetize via ads, leads, or premium listings.

SEO Content Engine: Generate hundreds of hyper-local landing pages targeting "Financial planners in [city]" keywords for long-term organic traffic and lead generation.

Industry-Specific Software & Services: Pitch POS systems, booking tools, web design, or local SEO packages directly to Financial planners operators who need them most.

Franchise & Partnership Programs: Identify high-performing Financial planners for expansion pitches, loyalty programs, or co-marketing partnerships at $10.

Our List of Financial planners in Alpharettais more than a spreadsheet — it's a complete go-to-market asset. With 234 Financial planners contacts across Alpharetta, Georgia, United States, every channel above becomes immediately actionable. Download once, use across every team, every tool, and every growth initiative in your Financial planners playbook.

Contact Coverage

Contact Data for Financial planners in Alpharetta

234 total records · Updated April 1, 2026

233

Phone Numbers

99.6% of records

159

Email Addresses

67.9% of records

158

Both Phone & Email

67.5% complete contact info

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

Social Media Coverage for Financial planners in Alpharetta

Reach your prospects across every major social platform

121

Facebook Profiles

51.7%

73

Instagram Handles

31.2%

104

LinkedIn Profiles

44.4%

93

X / Twitter Handles

39.7%

68

YouTube Channels

29.1%

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.

Website Presence

Financial planners in Alpharetta: Website Presence Breakdown

234 total records · Updated April 1, 2026

211

Financial planners with a website

90.2% of total

23

Financial planners without a website

9.8% of total

23 businesses without a website in Alpharetta represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial planners in the Alpharetta By Ratings

6

Number of 1 star-rated Financial planners in Alpharetta

3

Number of 2 star-rated Financial planners in Alpharetta

3

Number of 3 star-rated Financial planners in Alpharetta

3

Number of 4 star-rated Financial planners in Alpharetta

50

Number of 5 star-rated Financial planners in Alpharetta

FAQ

Frequently Asked Questions about Financial planners in Alpharetta

Everything you need to know about our financial planners database for Alpharetta — from data quality and coverage to pricing and formats.

How many Financial planners are there in Alpharetta?

Our verified database contains 234 financial planners across Alpharetta. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Alpharetta financial planners market for sales prospecting, competitive research, and territory planning.

Where can I buy a verified Financial planners leads database for Alpharetta?

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Alpharetta. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.

How do I download the Financial planners leads list for Alpharetta?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Alpharetta. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.

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

Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full Alpharetta financial planners database, including contact fields, social profiles, and ratings data.

What file formats is the Financial planners data available in?

The Alpharetta financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.

How much does the Financial planners database for Alpharetta cost?

The complete financial planners leads database for Alpharetta is priced at $10. This one-time purchase gives you instant access to all 234 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.

How many Financial planners in Alpharetta have phone numbers?

233 financial planners in Alpharetta (100% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Alpharetta financial planners.

How many Financial planners in Alpharetta have email addresses?

159 financial planners in Alpharetta (68% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.

How many Financial planners in Alpharetta have both a phone number and email address?

158 financial planners in Alpharetta have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.

How many Financial planners in Alpharetta are on LinkedIn?

104 financial planners in Alpharetta maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.

How many Financial planners in Alpharetta have a Facebook page?

121 financial planners in Alpharetta have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.

How many Financial planners in Alpharetta have an Instagram profile?

73 financial planners in Alpharetta are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.

How many Financial planners in Alpharetta are active on X (Twitter)?

93 financial planners in Alpharetta maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.

How many Financial planners in Alpharetta have a YouTube channel?

68 financial planners in Alpharetta have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.

How many Financial planners in Alpharetta have a website?

211 financial planners in Alpharetta (90%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.

How many Financial planners in Alpharetta do not have a website?

23 financial planners in Alpharetta currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.

How many Financial planners in Alpharetta have a 5-star rating?

50 financial planners in Alpharetta hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.

How many Financial planners in Alpharetta have a 4-star rating?

3 financial planners in Alpharetta carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.

How many Financial planners in Alpharetta have a 3-star rating?

3 financial planners in Alpharetta have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.

How many Financial planners in Alpharetta have a 2-star rating?

3 financial planners in Alpharetta carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.

How many Financial planners in Alpharetta have a 1-star rating?

6 financial planners in Alpharetta have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.

Is the Financial planners contact data in Alpharetta legal to use for B2B outreach?

Yes. All data in our financial planners database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.

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