List of Financial planners in Columbia
Columbia, Illinois, has 545 Financial planners in this dataset, last verified September 6, 2026. It is the third-largest of the 24 Illinois cities we track, behind Rochester (579) and ahead of Nashville (416). Local listings make up 8.6% of all Financial planners in Illinois.
298 Financial planners in Columbia list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 54.9% is in line with the Illinois average (54%), and 98.5% of listings include a phone number.
With 94.1% already online (in line with 91.1% across Illinois), only 32 Financial planners in Columbia lack a website, so site improvements and SEO are the stronger pitch. 125 of their websites list a contact page URL.
75% of the 224 rated Financial planners in Columbia hold a 5-star average, above the Illinois figure of 70%. The 17 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
203
79
129
66
YouTube
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Financial planners List in Columbia
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Private Wealth Advisor Kirk Lloyd | Address | Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Zac Schachtner | Address | Columbia | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Private Wealth Advisor F Ronald Dennis | Address | Columbia | South Carolina | United States | Email | Phone | 1 | 3 | — | — | — | — | ||
Centennial Wealth Management | Address | Columbia | Maryland | United States | Email | Phone | 3 | 5 | — | — | — | ||||
 | Charles Schwab | Address | Columbia | South Carolina | United States | Email | Phone | 3 | 5 | — | |||||
 | Bankers Life | Address | Columbia | Missouri | United States | Email | Phone | 7 | 3.9 | — | |||||
 | Link Financial | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor John Foard | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bank of America (with Drive-thru ATM) | Address | Columbia | Maryland | United States | Email | Phone | 32 | 2.8 | ||||||
Omar Shalabi CFP | Address | Columbia | South Carolina | United States | Email | Phone | — | 4 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Aaron D Kliethermes, ChFC® | Address | Columbia | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Squires Tax Planning | Address | Columbia | Missouri | United States | Email | Phone | 33 | 5 | — | |||||
 | Newberg Financial | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Trust Company of Columbia | Address | Columbia | Missouri | United States | Email | Phone | 6 | 5 | — | |||||
 | Edward Jones - Financial Advisor: Christopher Sanders | Address | Columbia | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 545 records with complete field coverage.
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545 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Columbia
Most popular business categories across Columbia
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Columbia
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 545 Financial planners in Columbia, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Columbia, Illinois
Each of these buyers can work the 545 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 545 Financial planners in Columbia.
- 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 Facebook Outreach in Columbia, Illinois
Start with the 298 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (537): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (299): 54.9% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (203): 37.2% have a Facebook page, a further channel when calls and emails go unanswered.
- 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 Columbia, Illinois
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 (17): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (342): 63% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Columbia
With 545 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 545 Financial planners in Columbia and plan visit days by neighborhood.
- Postal code patches: split Columbia by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 23 other Illinois cities we track are the next step once Columbia accounts are covered.
Data Coverage for Financial planners in Columbia
545 records · verified September 6, 2026
- Phone numbers
- 537
- Email addresses
- 299
- Phone and email
- 298
- Websites
- 513
Google ratings· 224 rated (41%)
75% hold 5 stars
- 1-star rated
- 7
- 3.1% of rated
- 2-star rated
- 10
- 4.5% of rated
- 3-star rated
- 20
- 8.9% of rated
- 4-star rated
- 18
- 8% of rated
- 5-star rated
- 169
- 75.4% of rated
Social profiles:
- Facebook:203· 37.2%
- LinkedIn:129· 23.7%
- Instagram:79· 14.5%
- X (Twitter):69· 12.7%
- YouTube:66· 12.1%
Financial planners in Columbia are an email-friendly, Facebook-heavy market: 98.5% list a phone number and 54.9% publish an email. Among 224 rated Financial planners, 75% 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 Columbia, Illinois
Everything you need to know about our financial planners database for Columbia, Illinois: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Columbia, Illinois?
There are 545 financial planners in Columbia, Illinois in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Columbia market for sales prospecting and territory planning.
How up to date is the Financial planners data for Columbia, Illinois?
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 Columbia, Illinois?
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 Columbia, Illinois?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Columbia, Illinois 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 Columbia, Illinois cost?
The complete financial planners leads database for Columbia, Illinois costs $10 as a one-time payment.
You get instant access to all 545 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 Columbia, Illinois 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 Columbia, Illinois 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 Columbia, Illinois have phone numbers?
537 financial planners in Columbia, Illinois (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 Columbia, Illinois have email addresses?
299 financial planners in Columbia, Illinois (55%) 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 Columbia, Illinois have both a phone number and an email address?
298 financial planners in Columbia, Illinois 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 Columbia, Illinois are active on social media?
Social profile coverage for financial planners in Columbia, Illinois: 129 on LinkedIn, 203 on Facebook, 79 on Instagram, 66 on YouTube, 69 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 Columbia, Illinois have a website?
513 financial planners in Columbia, Illinois (94%) 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 Columbia, Illinois do not have a website?
32 financial planners in Columbia, Illinois 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 Columbia, Illinois?
Rating breakdown for financial planners in Columbia, Illinois: 169 with a 5-star rating, 18 with a 4-star rating, 20 with a 3-star rating, 10 with a 2-star rating, 7 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 Illinois or the entire US?
Yes. Beyond Columbia, we offer the complete Financial planners database for Illinois and a national all-50-states version.
If you buy the Columbia list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Columbia, Illinois 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.