Verified B2B Dataset

List of Financial planners in Birmingham

Looking for a verified List of Financial planners in Birmingham to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 352 Financial planners across Birmingham, Michigan, United States as of June 1, 2026.

This comprehensive List of Financial planners in Birmingham gives you access to 266 records with email addresses, 342 with phone numbers, and 259 listings containing both. Additionally, over 324 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 204 Financial planners on Facebook, 118 on Instagram, 159 on X (formerly Twitter), 195 on LinkedIn, and 117 managing active YouTube channels.

Plus, over 68 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 Birmingham provides everything for you to connect with active, visible, and verified businesses.

352+
Total Records
75.6%
Email Coverage
97.2%
Phone Coverage
92.0%
Website Coverage
Last Updated: June 1, 2026

What's Inside This Dataset

266

Email addresses ready for campaigns

75.6%

342

Direct phone numbers for outreach

97.2%

259

Complete contacts — phone & email both

73.6%

324

Businesses with a live website

92.0%

Social Media Reach

204

Facebook

118

Instagram

195

LinkedIn

117

YouTube

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

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Sample Preview

Financial planners List in Birmingham

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Josh Potter - Financial Advisor, Ameriprise Financial Services, LLC

Address
BirminghamMichiganUnited States
Email
Phone
0
0

Tyler R Schram - Financial Advisor, Ameriprise Financial Services, LLC

Address
BirminghamMichiganUnited States
Email
Phone
0
0

OsborneKlein - Ameriprise Financial Services, LLC

Address
BirminghamMichiganUnited States
Email
Phone
0
0

Jay B Howard - Financial Advisor, Ameriprise Financial Services, LLC

Address
BirminghamMichiganUnited States
Email
Phone
0
0

Savant Wealth Management

Address
BirminghamAlabamaUnited States
Email
Phone
40
4.6

OneAscent Wealth Management

Address
BirminghamAlabamaUnited States
Email
Phone
2
5

The Welch Group, LLC

Address
BirminghamAlabamaUnited States
Email
Phone
3
4.7

Timberchase Financial, LLC

Address
BirminghamAlabamaUnited States
Email
Phone
1
5

R2metrics

Address
BirminghamAlabamaUnited States
Email
Phone
0
0

Wealth Management Group, LLC

Address
BirminghamAlabamaUnited States
Email
Phone
1
5

Valic

Address
BirminghamAlabamaUnited States
Email
Phone
0
0

Cranbrook Financial Partners of Raymond James

Address
BirminghamMichiganUnited States
Email
Phone
0
0

Creative Planning

Address
BirminghamAlabamaUnited States
Email
Phone
0
0

Vulcan Value Partners

Address
BirminghamAlabamaUnited States
Email
Phone
0
0

Fifth Third Private Bank - John Richards

Address
BirminghamMichiganUnited 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 352 records with complete field coverage.

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

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Top Categories

Top business categories in Birmingham

Most popular business categories across Birmingham

Category
Financial planners
Use Cases

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

The List of Financial planners in Birmingham is a structured market intelligence dataset with 352 verified Financial planners records covering the full Birmingham, Michigan, 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 Birmingham, Michigan, United States: 352 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 Birmingham, Michigan, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Birmingham, Michigan, 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 Birmingham.

Franchise & expansion research: Use the full Birmingham, Michigan, 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 Birmingham, Michigan, 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 Birmingham, Michigan, 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 Birmingham, Michigan, 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 Birmingham, Michigan, United States: 266 Emails and 342 Phone Numbers

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

Email outreach: 266 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Birmingham.

Phone prospecting: 342 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 Birmingham, Michigan, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Birmingham, Michigan, United States, including 204 Facebook, 118 Instagram, and 195 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

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

Download the Financial planners Database for Birmingham, Michigan, 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 Birmingham, Michigan, United States, this is it. 352 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 Birmingham gives you a single, reliable source of truth for the Financial planners market in Birmingham, Michigan, United States: 352 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 Birmingham

352 total records · Updated June 1, 2026

342

Phone Numbers

97.2% of records

266

Email Addresses

75.6% of records

259

Both Phone & Email

73.6% 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 Birmingham

Reach your prospects across every major social platform

204

Facebook Profiles

58.0%

118

Instagram Handles

33.5%

195

LinkedIn Profiles

55.4%

159

X / Twitter Handles

45.2%

117

YouTube Channels

33.2%

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 Birmingham: Website Presence Breakdown

352 total records · Updated June 1, 2026

324

Financial planners with a website

92.0% of total

28

Financial planners without a website

8.0% of total

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

Ratings Breakdown

Financial planners in the Birmingham By Ratings

6

Number of 1 star-rated Financial planners in Birmingham

1

Number of 2 star-rated Financial planners in Birmingham

12

Number of 3 star-rated Financial planners in Birmingham

4

Number of 4 star-rated Financial planners in Birmingham

68

Number of 5 star-rated Financial planners in Birmingham

FAQ

Frequently Asked Questions about Financial planners in Birmingham

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

How many Financial planners are there in Birmingham?

Our verified database contains 352 financial planners across Birmingham. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Birmingham financial planners market for sales prospecting, competitive research, and territory planning.

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

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

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

What file formats is the Financial planners data available in?

The Birmingham 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 Birmingham cost?

The complete financial planners leads database for Birmingham is priced at $10. This one-time purchase gives you instant access to all 352 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 Birmingham have phone numbers?

342 financial planners in Birmingham (97% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Birmingham financial planners.

How many Financial planners in Birmingham have email addresses?

266 financial planners in Birmingham (76% 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 Birmingham have both a phone number and email address?

259 financial planners in Birmingham 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 Birmingham are on LinkedIn?

195 financial planners in Birmingham 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 Birmingham have a Facebook page?

204 financial planners in Birmingham 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 Birmingham have an Instagram profile?

118 financial planners in Birmingham 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 Birmingham are active on X (Twitter)?

159 financial planners in Birmingham 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 Birmingham have a YouTube channel?

117 financial planners in Birmingham 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 Birmingham have a website?

324 financial planners in Birmingham (92%) 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 Birmingham do not have a website?

28 financial planners in Birmingham 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 Birmingham have a 5-star rating?

68 financial planners in Birmingham 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 Birmingham have a 4-star rating?

4 financial planners in Birmingham 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 Birmingham have a 3-star rating?

12 financial planners in Birmingham 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 Birmingham have a 2-star rating?

1 financial planners in Birmingham 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 Birmingham have a 1-star rating?

6 financial planners in Birmingham 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 Birmingham 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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