List of Financial planners in Annapolis
Looking for a verified List of Financial planners in Annapolis to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 178 Financial planners across Annapolis, Maryland, United States as of August 4, 2026.
This comprehensive List of Financial planners in Annapolis gives you access to 78 records with email addresses, 175 with phone numbers, and 78 listings containing both. Additionally, over 174 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 61 Financial planners on Facebook, 18 on Instagram, 5 on X (formerly Twitter), 32 on LinkedIn, and 11 managing active YouTube channels.
Plus, over 43 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 Annapolis provides everything for you to connect with active, visible, and verified businesses.
Social Media Reach
61
18
32
11
YouTube
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Financial planners List in Annapolis
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Financial Advisor Nicholas Peterson | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Saunders Wealth Management - Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
Leading Edge Wealth Advisors | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Bruce C. Burns & Associates - Northwestern Mutual | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Danielle Brooks - Financial Advisor, Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
Edelman Financial Engines | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | ||||
Pat Cotherman - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
Margaret Jackson - RBC Wealth Management Financial Advisor | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Joe Dubinski - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
First Command Financial Advisor - Glen Becker, RICP® | Address | Annapolis | Maryland | United States | Email | Phone | 19 | 5 | — | |||||
Steven Ackerson - Financial Advisor, Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
Elite Income Advisors | Address | Annapolis | Maryland | United States | Email | Phone | 1 | 5 | ||||||
Fidelity Investments | Address | Annapolis | Maryland | United States | Email | Phone | 16 | 3.3 | — | — | — | — | ||
James Kujawski - Financial Advisor, Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
Crest Wealth Advisors | Address | Annapolis | Maryland | United States | Email | Phone | 11 | 4.9 | — | — | — |
Verified Data
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 178 records with complete field coverage.
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Top business categories in Annapolis
Most popular business categories across Annapolis
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Annapolis
The List of Financial planners in Annapolis is a structured market intelligence dataset with 178 verified Financial planners records covering the full Annapolis, Maryland, 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 Annapolis, Maryland, United States: 178 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 Annapolis, Maryland, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in Annapolis, Maryland, 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 Annapolis.
Franchise & expansion research: Use the full Annapolis, Maryland, 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 Annapolis, Maryland, 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 Annapolis, Maryland, 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 Annapolis, Maryland, 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 Annapolis, Maryland, United States: 78 Emails and 175 Phone Numbers
For teams that need to reach Financial planners owners in Annapolis, Maryland, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 78 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Annapolis.
Phone prospecting: 175 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 Annapolis, Maryland, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in Annapolis, Maryland, United States, including 61 Facebook, 18 Instagram, and 32 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in Annapolis, Maryland, 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 Annapolis who already have an established online presence.
Download the Financial planners Database for Annapolis, Maryland, 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 Annapolis, Maryland, United States, this is it. 178 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 Annapolis gives you a single, reliable source of truth for the Financial planners market in Annapolis, Maryland, United States: 178 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 Data for Financial planners in Annapolis
178 total records · Updated August 4, 2026
175
Phone Numbers
78
Email Addresses
78
Both Phone & Email
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 Coverage for Financial planners in Annapolis
Reach your prospects across every major social platform
61
Facebook Profiles
18
Instagram Handles
32
LinkedIn Profiles
5
X / Twitter Handles
11
YouTube Channels
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.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in Annapolis: Website Presence Breakdown
178 total records · Updated August 4, 2026
174
Financial planners with a website
97.8% of total
4
Financial planners without a website
2.2% of total
4 businesses without a website in Annapolis represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the Annapolis By Ratings
2
Number of 1 star-rated Financial planners in Annapolis
2
Number of 2 star-rated Financial planners in Annapolis
5
Number of 3 star-rated Financial planners in Annapolis
0
Number of 4 star-rated Financial planners in Annapolis
43
Number of 5 star-rated Financial planners in Annapolis
Frequently Asked Questions about Financial planners in Annapolis, Maryland
Everything you need to know about our financial planners database for Annapolis, Maryland: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.
How many Financial planners are there in Annapolis, Maryland?
There are 178 financial planners in Annapolis, Maryland in our verified database, as of August 4, 2026. This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Annapolis market for sales prospecting and territory planning.
How up to date is the Financial planners data for Annapolis, Maryland?
This dataset was last updated in August 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 Annapolis, Maryland?
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 Annapolis, Maryland?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Annapolis, Maryland 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 Annapolis, Maryland cost?
The complete financial planners leads database for Annapolis, Maryland costs $10 as a one-time payment. You get instant access to all 178 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 Annapolis, Maryland 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 Annapolis, Maryland 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 Annapolis, Maryland have phone numbers?
175 financial planners in Annapolis, Maryland (98% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Annapolis, Maryland have email addresses?
78 financial planners in Annapolis, Maryland (44%) 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 Annapolis, Maryland have both a phone number and an email address?
78 financial planners in Annapolis, Maryland 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 Annapolis, Maryland are active on social media?
Social profile coverage for financial planners in Annapolis, Maryland: 32 on LinkedIn, 61 on Facebook, 18 on Instagram, 11 on YouTube, 5 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 Annapolis, Maryland have a website?
174 financial planners in Annapolis, Maryland (98%) have an active business website, an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Annapolis, Maryland do not have a website?
4 financial planners in Annapolis, Maryland 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 Annapolis, Maryland?
Rating breakdown for financial planners in Annapolis, Maryland: 43 with a 5-star rating, 0 with a 4-star rating, 5 with a 3-star rating, 2 with a 2-star rating, 2 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 Maryland or the entire US?
Yes. Beyond Annapolis, we offer the complete Financial planners database for Maryland and a national all-50-states version. If you buy the Annapolis list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Annapolis, Maryland 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.
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