List of Financial planners in New York
New York, New York, has 2,128 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 13 New York cities we track, ahead of Brooklyn (347). Local listings make up 27% of all Financial planners in New York.
580 Financial planners in New York list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the New York average, 27.9% against 38.5%, so expect phone (97.4% coverage) to do most of the work.
With 87% already online (in line with 88% across New York), only 276 Financial planners in New York lack a website, so site improvements and SEO are the stronger pitch. 179 of their websites list a contact page URL.
51% of the 509 rated Financial planners in New York hold a 5-star average, below the New York figure of 62%. The 96 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
334
223
389
201
YouTube
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Financial planners List in New York
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 Andrew Liebers | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Abraham Cohen | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor George Tsamutalis | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Ryan Humbert | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Joseph DeBono | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Wealth Co | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Kenneth Morris | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Joseph Marino - Financial Advisor, Ameriprise Financial Services, LLC | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
Hillview Capital Advisors, LLC | Address | New York | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Kenneth Nersesian | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Cammack Retirement Group | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | |||||
 | Rockefeller Global Family Office | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | |||||
 | Benemerito Attorneys at Law | Address | New York | New York | United States | Email | Phone | 38 | 4.9 | — | — | — | — | ||
 | Jose Delmedico - Morgan Stanley | Address | New York | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | St. George Financial Partners | Address | New York | New York | United States | Email | Phone | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 2,128 records with complete field coverage.
Get the full Financial planners database
2,128 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in New York
Most popular business categories across New York
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in New York
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 2,128 Financial planners in New York, with the fields to call, email, segment and map them.
Who Sells to Financial planners in New York, New York
Each of these buyers can work the 2,128 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 2,128 Financial planners in New York.
- 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 New York, New York
Start with the 580 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (2,073): 97.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (594): 27.9% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (334): 15.7% 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 New York, New York
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (276): 13% of Financial planners in New York have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (96): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,794): 84% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for New York
With 2,128 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 2,128 Financial planners in New York and plan visit days by neighborhood.
- Postal code patches: split New York by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 12 other New York cities we track are the next step once New York accounts are covered.
Data Coverage for Financial planners in New York
2,128 records · verified September 6, 2026
- Phone numbers
- 2,073
- Email addresses
- 594
- Phone and email
- 580
- Websites
- 1,852
Google ratings· 509 rated (24%)
51% hold 5 stars
- 1-star rated
- 57
- 11.2% of rated
- 2-star rated
- 39
- 7.7% of rated
- 3-star rated
- 103
- 20.2% of rated
- 4-star rated
- 51
- 10% of rated
- 5-star rated
- 259
- 50.9% of rated
Social profiles:
- LinkedIn:389· 18.3%
- Facebook:334· 15.7%
- Instagram:223· 10.5%
- YouTube:201· 9.4%
- X (Twitter):196· 9.2%
Financial planners in New York are a phone-first market: 97.4% list a phone number but only 27.9% publish an email. Among 509 rated Financial planners, 51% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in New York, New York
Everything you need to know about our financial planners database for New York, New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in New York, New York?
There are 2,128 financial planners in New York, New York in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete New York market for sales prospecting and territory planning.
How up to date is the Financial planners data for New York, New York?
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 New York, New York?
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 New York, New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in New York, New York 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 New York, New York cost?
The complete financial planners leads database for New York, New York costs $24 as a one-time payment.
You get instant access to all 2,128 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 New York, New York specifically, a one-time $24 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 New York, New York 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 New York, New York have phone numbers?
2,073 financial planners in New York, New York (97% 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 New York, New York have email addresses?
594 financial planners in New York, New York (28%) 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 New York, New York have both a phone number and an email address?
580 financial planners in New York, New York 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 New York, New York are active on social media?
Social profile coverage for financial planners in New York, New York: 389 on LinkedIn, 334 on Facebook, 223 on Instagram, 201 on YouTube, 196 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 New York, New York have a website?
1,852 financial planners in New York, New York (87%) 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 New York, New York do not have a website?
276 financial planners in New York, New York 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 New York, New York?
Rating breakdown for financial planners in New York, New York: 259 with a 5-star rating, 51 with a 4-star rating, 103 with a 3-star rating, 39 with a 2-star rating, 57 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 New York or the entire US?
Yes. Beyond New York, we offer the complete Financial planners database for New York and a national all-50-states version.
If you buy the New York list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in New York, New York 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.