List of Financial planners in Saint Louis
Saint Louis, Missouri, has 620 Financial planners in this dataset, last verified September 4, 2026. It is the biggest market for Financial planners among the 4 Missouri cities we track, ahead of Kansas City (273). Local listings make up 34% of all Financial planners in Missouri.
241 Financial planners in Saint Louis list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Missouri average, 39.2% against 60.4%, so expect phone (99.2% coverage) to do most of the work.
With 93.1% already online (in line with 91.9% across Missouri), only 43 Financial planners in Saint Louis lack a website, so site improvements and SEO are the stronger pitch. 194 of their websites list a contact page URL.
63% of the 202 rated Financial planners in Saint Louis hold a 5-star average, below the Missouri figure of 75%. The 26 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
218
110
123
55
YouTube
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Financial planners List in Saint Louis
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Triad Wealth Systems | Address | Saint Louis | Missouri | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
Cauble & Harre Wealth Management | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
GreenCourse Financial Advisors | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Andrew Fredman | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
St. Louis, MO Branch Office- UBS Financial Services Inc. | Address | Saint Louis | Missouri | United States | Email | Phone | 1 | 5 | — | — | — | ||||
Fiduciary Asset Management LLC | Address | Saint Louis | Missouri | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Merrill Lynch Financial Advisor Chip O'Connor | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Braden Spawr | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Wheelhouse Advisory Group LLC | Address | Saint Louis | Missouri | United States | Email | Phone | 12 | 4.3 | — | — | |||||
Royal Alliance Associates Inc | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Kevin Landy | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
West Community Credit Union - Kirkwood | Address | Saint Louis | Missouri | United States | Email | Phone | 73 | 4.8 | — | ||||||
Financial Advisor in St. Louis | Address | Saint Louis | Missouri | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Pines Wealth Management | Address | Saint Louis | Missouri | United States | Email | Phone | 3 | 5 | — | — | — | — | |||
Versatile Wealth Management | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 620 records with complete field coverage.
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620 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Saint Louis
Most popular business categories across Saint Louis
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Saint Louis
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 620 Financial planners in Saint Louis, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Saint Louis, Missouri
Each of these buyers can work the 620 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 620 Financial planners in Saint Louis.
- 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 Saint Louis, Missouri
Start with the 241 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (615): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (243): 39.2% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (218): 35.2% 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 Saint Louis, Missouri
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 (26): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (402): 65% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Saint Louis
With 620 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 620 Financial planners in Saint Louis and plan visit days by neighborhood.
- Postal code patches: split Saint Louis by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 3 other Missouri cities we track are the next step once Saint Louis accounts are covered.
Data Coverage for Financial planners in Saint Louis
620 records · verified September 4, 2026
- Phone numbers
- 615
- Email addresses
- 243
- Phone and email
- 241
- Websites
- 577
Google ratings· 202 rated (33%)
63% hold 5 stars
- 1-star rated
- 11
- 5.4% of rated
- 2-star rated
- 15
- 7.4% of rated
- 3-star rated
- 29
- 14.4% of rated
- 4-star rated
- 20
- 9.9% of rated
- 5-star rated
- 127
- 62.9% of rated
Social profiles:
- Facebook:218· 35.2%
- LinkedIn:123· 19.8%
- Instagram:110· 17.7%
- X (Twitter):107· 17.3%
- YouTube:55· 8.9%
Financial planners in Saint Louis are a mixed-channel, Facebook-heavy market: 99.2% list a phone number and 39.2% publish an email. Among 202 rated Financial planners, 63% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Saint Louis, Missouri
Everything you need to know about our financial planners database for Saint Louis, Missouri: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Saint Louis, Missouri?
There are 620 financial planners in Saint Louis, Missouri in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Saint Louis market for sales prospecting and territory planning.
How up to date is the Financial planners data for Saint Louis, Missouri?
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 Saint Louis, Missouri?
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 Saint Louis, Missouri?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Saint Louis, Missouri 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 Saint Louis, Missouri cost?
The complete financial planners leads database for Saint Louis, Missouri costs $10 as a one-time payment.
You get instant access to all 620 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 Saint Louis, Missouri 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 Saint Louis, Missouri 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 Saint Louis, Missouri have phone numbers?
615 financial planners in Saint Louis, Missouri (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 Saint Louis, Missouri have email addresses?
243 financial planners in Saint Louis, Missouri (39%) 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 Saint Louis, Missouri have both a phone number and an email address?
241 financial planners in Saint Louis, Missouri 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 Saint Louis, Missouri are active on social media?
Social profile coverage for financial planners in Saint Louis, Missouri: 123 on LinkedIn, 218 on Facebook, 110 on Instagram, 55 on YouTube, 107 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 Saint Louis, Missouri have a website?
577 financial planners in Saint Louis, Missouri (93%) 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 Saint Louis, Missouri do not have a website?
43 financial planners in Saint Louis, Missouri 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 Saint Louis, Missouri?
Rating breakdown for financial planners in Saint Louis, Missouri: 127 with a 5-star rating, 20 with a 4-star rating, 29 with a 3-star rating, 15 with a 2-star rating, 11 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 Missouri or the entire US?
Yes. Beyond Saint Louis, we offer the complete Financial planners database for Missouri and a national all-50-states version.
If you buy the Saint Louis list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Saint Louis, Missouri 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.