List of Financial planners in Atlanta
Atlanta, Georgia, has 869 Financial planners in this dataset, last verified September 4, 2026. It is the second-largest of the 15 Georgia cities we track, behind Dallas (916) and ahead of Columbus (677). Local listings make up 22% of all Financial planners in Georgia.
322 Financial planners in Atlanta list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Georgia average, 37.4% against 48.5%, so expect phone (98.6% coverage) to do most of the work.
With 88.1% already online (in line with 87.8% across Georgia), only 103 Financial planners in Atlanta lack a website, so site improvements and SEO are the stronger pitch. 317 of their websites list a contact page URL.
66% of the 278 rated Financial planners in Atlanta hold a 5-star average, below the Georgia figure of 73%. The 43 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
251
105
183
96
YouTube
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Financial planners List in Atlanta
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Financial Advisor John Sullivan | Address | Atlanta | Georgia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Ameriprise Financial | Address | Atlanta | Georgia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Silver Penny Financial Planning | Address | Atlanta | Georgia | United States | Email | Phone | 4 | 5 | — | — | — | — | |||
finoBlue Planning Group | Address | Atlanta | Georgia | United States | Email | Phone | 1 | 5 | — | — | |||||
Mercer Advisors - Atlanta | Address | Atlanta | Georgia | United States | Email | Phone | 4 | 5 | — | ||||||
Andrew Chamblin III - Financial Advisor, Ameriprise Financial Services, LLC | Address | Atlanta | Georgia | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Karen Lee and Associates, LLC | Address | Atlanta | Georgia | United States | Email | Phone | 1 | 5 | — | ||||||
Jeffrey Cox - Raymond James | Address | Atlanta | Georgia | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
Fidelity Investments | Address | Atlanta | Georgia | United States | Email | Phone | 6 | 2.7 | — | — | — | — | |||
MCC Wealth Influencers LLC | Address | Atlanta | Georgia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Wealth Enhancement Group | Address | Atlanta | Georgia | United States | Email | Phone | 1 | 5 | — | ||||||
Huffard & Huber Wealth Management Group | Address | Atlanta | Georgia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
United Community | Address | Atlanta | Georgia | United States | Email | Phone | 94 | 4.4 | — | — | — | — | |||
Mutual of Omaha Mortgage | Address | Atlanta | Georgia | United States | Email | Phone | 114 | 4.9 | |||||||
John Montgomery | Address | Atlanta | Georgia | United States | Email | Phone | 0 | 0 | — |
This is a randomized preview — the full database contains 869 records with complete field coverage.
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869 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Atlanta
Most popular business categories across Atlanta
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Atlanta
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 869 Financial planners in Atlanta, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Atlanta, Georgia
Each of these buyers can work the 869 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 869 Financial planners in Atlanta.
- 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 Atlanta, Georgia
Start with the 322 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (857): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (325): 37.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (317): 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 Atlanta, Georgia
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (103): 12% of Financial planners in Atlanta have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (43): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (618): 71% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Atlanta
With 869 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 869 Financial planners in Atlanta and plan visit days by neighborhood.
- Postal code patches: split Atlanta by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 14 other Georgia cities we track are the next step once Atlanta accounts are covered.
Data Coverage for Financial planners in Atlanta
869 records · verified September 4, 2026
- Phone numbers
- 857
- Email addresses
- 325
- Phone and email
- 322
- Websites
- 766
Google ratings· 278 rated (32%)
66% hold 5 stars
- 1-star rated
- 20
- 7.2% of rated
- 2-star rated
- 23
- 8.3% of rated
- 3-star rated
- 33
- 11.9% of rated
- 4-star rated
- 18
- 6.5% of rated
- 5-star rated
- 184
- 66.2% of rated
Social profiles:
- Facebook:251· 28.9%
- LinkedIn:183· 21.1%
- Instagram:105· 12.1%
- YouTube:96· 11%
- X (Twitter):90· 10.4%
Financial planners in Atlanta are a mixed-channel, Facebook-heavy market: 98.6% list a phone number and 37.4% publish an email. Among 278 rated Financial planners, 66% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Atlanta, Georgia
Everything you need to know about our financial planners database for Atlanta, Georgia: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Atlanta, Georgia?
There are 869 financial planners in Atlanta, Georgia in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Atlanta market for sales prospecting and territory planning.
How up to date is the Financial planners data for Atlanta, Georgia?
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 Atlanta, Georgia?
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 Atlanta, Georgia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Atlanta, Georgia 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 Atlanta, Georgia cost?
The complete financial planners leads database for Atlanta, Georgia costs $10 as a one-time payment.
You get instant access to all 869 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 Atlanta, Georgia 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 Atlanta, Georgia 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 Atlanta, Georgia have phone numbers?
857 financial planners in Atlanta, Georgia (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 Atlanta, Georgia have email addresses?
325 financial planners in Atlanta, Georgia (37%) 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 Atlanta, Georgia have both a phone number and an email address?
322 financial planners in Atlanta, Georgia 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 Atlanta, Georgia are active on social media?
Social profile coverage for financial planners in Atlanta, Georgia: 183 on LinkedIn, 251 on Facebook, 105 on Instagram, 96 on YouTube, 90 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 Atlanta, Georgia have a website?
766 financial planners in Atlanta, Georgia (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 Atlanta, Georgia do not have a website?
103 financial planners in Atlanta, Georgia 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 Atlanta, Georgia?
Rating breakdown for financial planners in Atlanta, Georgia: 184 with a 5-star rating, 18 with a 4-star rating, 33 with a 3-star rating, 23 with a 2-star rating, 20 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 Georgia or the entire US?
Yes. Beyond Atlanta, we offer the complete Financial planners database for Georgia and a national all-50-states version.
If you buy the Atlanta list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Atlanta, Georgia 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.