List of Financial consultants in Raleigh
Raleigh, North Carolina, has 438 Financial consultants in this dataset, last verified September 6, 2026. It is the biggest market for Financial consultants among the 5 North Carolina cities we track, ahead of Asheville (173). Local listings make up 10% of all Financial consultants in North Carolina.
205 Financial consultants in Raleigh list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 47.9% is in line with the North Carolina average (48.5%), and 98.4% of listings include a phone number.
With 90.9% already online (in line with 89% across North Carolina), only 40 Financial consultants in Raleigh lack a website, so site improvements and SEO are the stronger pitch. 83 of their websites list a contact page URL.
75% of the 163 rated Financial consultants in Raleigh hold a 5-star average, in line with the North Carolina figure of 72%. The 18 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
184
34
143
40
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 438+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial consultants List in Raleigh
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 Scott Blankenship | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Wrenn Financial Strategies Inc | Address | Raleigh | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Jason Deibert - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Morrison Wealth Advisors LLC | Address | Raleigh | North Carolina | United States | Email | Phone | 5 | 5 | — | |||||
 | Merrill Lynch Financial Advisor Matthew Cronlund | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Cecil Financial Inc | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Advanced Financial Concepts | Address | Raleigh | North Carolina | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Philip Gorge | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Xingyu Liu | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Melissa Wesley | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | John Cassius Robinson: Primerica - Financial Services | Address | Raleigh | North Carolina | United States | Email | Phone | 3 | 5 | — | |||||
 | Oak Creek Wealth Advisors of Janney Montgomery Scott | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Robert Roepke | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Alan Morgan - Financial Advisor, Ameriprise Financial Services, LLC | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Mariner | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 |
This is a randomized preview — the full database contains 438 records with complete field coverage.
Get the full Financial consultants database
438 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Raleigh
Most popular business categories across Raleigh
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Raleigh
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 438 Financial consultants in Raleigh, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Raleigh, North Carolina
Each of these buyers can work the 438 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 438 Financial consultants in Raleigh.
- 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 Raleigh, North Carolina
Start with the 205 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (431): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (210): 47.9% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (184): 42% 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 Raleigh, North Carolina
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (18): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (254): 58% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Raleigh
With 438 Financial consultants 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 438 Financial consultants in Raleigh and plan visit days by neighborhood.
- Postal code patches: split Raleigh by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 4 other North Carolina cities we track are the next step once Raleigh accounts are covered.
Data Coverage for Financial consultants in Raleigh
438 records · verified September 6, 2026
- Phone numbers
- 431
- Email addresses
- 210
- Phone and email
- 205
- Websites
- 398
Google ratings· 163 rated (37%)
75% hold 5 stars
- 1-star rated
- 11
- 6.7% of rated
- 2-star rated
- 7
- 4.3% of rated
- 3-star rated
- 12
- 7.4% of rated
- 4-star rated
- 11
- 6.7% of rated
- 5-star rated
- 122
- 74.8% of rated
Social profiles:
- Facebook:184· 42%
- LinkedIn:143· 32.6%
- X (Twitter):49· 11.2%
- YouTube:40· 9.1%
- Instagram:34· 7.8%
Financial consultants in Raleigh are a mixed-channel, Facebook-heavy market: 98.4% list a phone number and 47.9% publish an email. Among 163 rated Financial consultants, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial consultants by Location
Browse datasets for Financial consultants across nearby locations
Frequently asked questions about Financial consultants in Raleigh, North Carolina
Everything you need to know about our financial consultants database for Raleigh, North Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Raleigh, North Carolina?
There are 438 financial consultants in Raleigh, North Carolina in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Raleigh market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Raleigh, North Carolina?
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 consultants database for Raleigh, North Carolina?
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 consultants businesses in Raleigh, North Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Raleigh, North Carolina as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for Raleigh, North Carolina cost?
The complete financial consultants leads database for Raleigh, North Carolina costs $10 as a one-time payment.
You get instant access to all 438 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 consultants contacts in Raleigh, North Carolina 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 consultants 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 Raleigh, North Carolina financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants 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 consultants in Raleigh, North Carolina have phone numbers?
431 financial consultants in Raleigh, North Carolina (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in Raleigh, North Carolina have email addresses?
210 financial consultants in Raleigh, North Carolina (48%) 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 consultants in Raleigh, North Carolina have both a phone number and an email address?
205 financial consultants in Raleigh, North Carolina 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 consultants in Raleigh, North Carolina are active on social media?
Social profile coverage for financial consultants in Raleigh, North Carolina: 143 on LinkedIn, 184 on Facebook, 34 on Instagram, 40 on YouTube, 49 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 consultants in Raleigh, North Carolina have a website?
398 financial consultants in Raleigh, North Carolina (91%) 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 consultants in Raleigh, North Carolina do not have a website?
40 financial consultants in Raleigh, North Carolina 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 consultants in Raleigh, North Carolina?
Rating breakdown for financial consultants in Raleigh, North Carolina: 122 with a 5-star rating, 11 with a 4-star rating, 12 with a 3-star rating, 7 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 consultants data for all of North Carolina or the entire US?
Yes. Beyond Raleigh, we offer the complete Financial consultants database for North Carolina and a national all-50-states version.
If you buy the Raleigh list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Raleigh, North Carolina 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.