Verified B2B Dataset

List of Financial planners in Atlanta

Looking for a verified List of Financial planners in Atlanta to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 731 Financial planners across Atlanta, Georgia, United States as of June 1, 2026.

This comprehensive List of Financial planners in Atlanta gives you access to 522 records with email addresses, 714 with phone numbers, and 510 listings containing both. Additionally, over 636 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 337 Financial planners on Facebook, 159 on Instagram, 275 on X (formerly Twitter), 353 on LinkedIn, and 163 managing active YouTube channels.

Plus, over 123 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 Atlanta provides everything for you to connect with active, visible, and verified businesses.

731+
Total Records
71.4%
Email Coverage
97.7%
Phone Coverage
87.0%
Website Coverage
Last Updated: June 1, 2026

What's Inside This Dataset

522

Email addresses ready for campaigns

71.4%

714

Direct phone numbers for outreach

97.7%

510

Complete contacts — phone & email both

69.8%

636

Businesses with a live website

87.0%

Social Media Reach

337

Facebook

159

Instagram

353

LinkedIn

163

YouTube

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

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Sample Preview

Financial planners List in Atlanta

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Element Wealth Advisors

Address
AtlantaGeorgiaUnited States
Email
Phone
12
5

SignatureFD

Address
AtlantaGeorgiaUnited States
Email
Phone
2
5

Nicholas Hoffman & Co

Address
AtlantaGeorgiaUnited States
Email
Phone
1
5

Elwood & Goetz Wealth Advisory Group

Address
AtlantaGeorgiaUnited States
Email
Phone
8
4.5

Homrich Berg

Address
AtlantaGeorgiaUnited States
Email
Phone
6
4.3

Mike Kennedy - Financial Advisor, Ameriprise Financial Services, LLC

Address
AtlantaGeorgiaUnited States
Email
Phone
0
0

Epiphany Financial Services Ga

Address
AtlantaGeorgiaUnited States
Email
Phone
18
3

InvestHER Fiduciary Solutions

Address
AtlantaGeorgiaUnited States
Email
Phone
8
5

Bank of America (Lobby Service Only)

Address
AtlantaGeorgiaUnited States
Email
Phone
32
2.7

Rice Capital Access Program, LLC

Address
AtlantaGeorgiaUnited States
Email
Phone
0
0

Jupiter Financial Services

Address
AtlantaGeorgiaUnited States
Email
Phone
0
0

Diversified Financial Management Group

Address
AtlantaGeorgiaUnited States
Email
Phone
1
1

Vair

Address
AtlantaGeorgiaUnited States
Email
Phone
0
0

Widmark Cano

Address
AtlantaGeorgiaUnited States
Email
Phone
0
0

Key Partners - UBS Financial Services Inc.

Address
AtlantaGeorgiaUnited 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 731 records with complete field coverage.

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Top Categories

Top business categories in Atlanta

Most popular business categories across Atlanta

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Atlanta

The List of Financial planners in Atlanta is a structured market intelligence dataset with 731 verified Financial planners records covering the full Atlanta, Georgia, 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 Atlanta, Georgia, United States: 731 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 Atlanta, Georgia, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Atlanta, Georgia, 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 Atlanta.

Franchise & expansion research: Use the full Atlanta, Georgia, 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 Atlanta, Georgia, 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 Atlanta, Georgia, 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 Atlanta, Georgia, 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 Atlanta, Georgia, United States: 522 Emails and 714 Phone Numbers

For teams that need to reach Financial planners owners in Atlanta, Georgia, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 522 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Atlanta.

Phone prospecting: 714 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 Atlanta, Georgia, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Atlanta, Georgia, United States, including 337 Facebook, 159 Instagram, and 353 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in Atlanta, Georgia, 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 Atlanta who already have an established online presence.

Download the Financial planners Database for Atlanta, Georgia, 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 Atlanta, Georgia, United States, this is it. 731 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 Atlanta gives you a single, reliable source of truth for the Financial planners market in Atlanta, Georgia, United States: 731 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 Coverage

Contact Data for Financial planners in Atlanta

731 total records · Updated June 1, 2026

714

Phone Numbers

97.7% of records

522

Email Addresses

71.4% of records

510

Both Phone & Email

69.8% 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 Atlanta

Reach your prospects across every major social platform

337

Facebook Profiles

46.1%

159

Instagram Handles

21.8%

353

LinkedIn Profiles

48.3%

275

X / Twitter Handles

37.6%

163

YouTube Channels

22.3%

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 Atlanta: Website Presence Breakdown

731 total records · Updated June 1, 2026

636

Financial planners with a website

87.0% of total

95

Financial planners without a website

13.0% of total

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

Ratings Breakdown

Financial planners in the Atlanta By Ratings

20

Number of 1 star-rated Financial planners in Atlanta

8

Number of 2 star-rated Financial planners in Atlanta

14

Number of 3 star-rated Financial planners in Atlanta

13

Number of 4 star-rated Financial planners in Atlanta

123

Number of 5 star-rated Financial planners in Atlanta

FAQ

Frequently Asked Questions about Financial planners in Atlanta

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

How many Financial planners are there in Atlanta?

Our verified database contains 731 financial planners across Atlanta. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Atlanta financial planners market for sales prospecting, competitive research, and territory planning.

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

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Atlanta. 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 Atlanta?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Atlanta. 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 Atlanta financial planners database, including contact fields, social profiles, and ratings data.

What file formats is the Financial planners data available in?

The Atlanta 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 Atlanta cost?

The complete financial planners leads database for Atlanta is priced at $10. This one-time purchase gives you instant access to all 731 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 Atlanta have phone numbers?

714 financial planners in Atlanta (98% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Atlanta financial planners.

How many Financial planners in Atlanta have email addresses?

522 financial planners in Atlanta (71% 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 Atlanta have both a phone number and email address?

510 financial planners in Atlanta 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 Atlanta are on LinkedIn?

353 financial planners in Atlanta 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 Atlanta have a Facebook page?

337 financial planners in Atlanta 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 Atlanta have an Instagram profile?

159 financial planners in Atlanta 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 Atlanta are active on X (Twitter)?

275 financial planners in Atlanta 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 Atlanta have a YouTube channel?

163 financial planners in Atlanta 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 Atlanta have a website?

636 financial planners in Atlanta (87%) 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 Atlanta do not have a website?

95 financial planners in Atlanta 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 Atlanta have a 5-star rating?

123 financial planners in Atlanta 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 Atlanta have a 4-star rating?

13 financial planners in Atlanta 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 Atlanta have a 3-star rating?

14 financial planners in Atlanta 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 Atlanta have a 2-star rating?

8 financial planners in Atlanta 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 Atlanta have a 1-star rating?

20 financial planners in Atlanta 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 Atlanta 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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