List of Financial planners in Charlotte
Charlotte, North Carolina, has 845 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 7 North Carolina cities we track, ahead of Raleigh (527). Local listings make up 20% of all Financial planners in North Carolina.
323 Financial planners in Charlotte list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the North Carolina average, 39.1% against 50.9%, so expect phone (97.6% coverage) to do most of the work.
With 92.9% already online (in line with 91% across North Carolina), only 60 Financial planners in Charlotte lack a website, so site improvements and SEO are the stronger pitch. 101 of their websites list a contact page URL.
69% of the 251 rated Financial planners in Charlotte hold a 5-star average, in line with the North Carolina figure of 72%. The 29 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
230
127
192
121
YouTube
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Financial planners List in Charlotte
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor John Paul Sullivan | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hilltop Securities Inc. | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor MATTHEW ALEXANDER | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Geoffrey Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Spaugh Dameron Tenny | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | ||||||
 | Wealthy Concepts | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Brian Parrish | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Matthew Bennett | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Merrill Lynch & Co Inc | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Merrill Lynch Financial Advisor Brenda Millard | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Katie Lazo, CEPA®|AAMS® | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Greenway Wealth Advisors, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 12 | 5 | — | |||||
 | The BCBW Wealth Management Group - Morgan Stanley | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Hapnel Capital Management Inc | Address | Charlotte | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
Raymond James | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 845 records with complete field coverage.
Get the full Financial planners database
845 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Charlotte
Most popular business categories across Charlotte
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Charlotte
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 845 Financial planners in Charlotte, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Charlotte, North Carolina
Each of these buyers can work the 845 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 845 Financial planners in Charlotte.
- 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 Charlotte, North Carolina
Start with the 323 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (825): 97.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (330): 39.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (230): 27.2% 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 Charlotte, North Carolina
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 (29): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (615): 73% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Charlotte
With 845 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 845 Financial planners in Charlotte and plan visit days by neighborhood.
- Postal code patches: split Charlotte by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 6 other North Carolina cities we track are the next step once Charlotte accounts are covered.
Data Coverage for Financial planners in Charlotte
845 records · verified September 6, 2026
- Phone numbers
- 825
- Email addresses
- 330
- Phone and email
- 323
- Websites
- 785
Google ratings· 251 rated (30%)
69% hold 5 stars
- 1-star rated
- 9
- 3.6% of rated
- 2-star rated
- 20
- 8% of rated
- 3-star rated
- 28
- 11.2% of rated
- 4-star rated
- 22
- 8.8% of rated
- 5-star rated
- 172
- 68.5% of rated
Social profiles:
- Facebook:230· 27.2%
- LinkedIn:192· 22.7%
- Instagram:127· 15%
- YouTube:121· 14.3%
- X (Twitter):90· 10.7%
Financial planners in Charlotte are a mixed-channel, Facebook-heavy market: 97.6% list a phone number and 39.1% publish an email. Among 251 rated Financial planners, 69% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Charlotte, North Carolina
Everything you need to know about our financial planners database for Charlotte, North Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Charlotte, North Carolina?
There are 845 financial planners in Charlotte, 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 Charlotte market for sales prospecting and territory planning.
How up to date is the Financial planners data for Charlotte, 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 planners database for Charlotte, 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 planners businesses in Charlotte, North Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Charlotte, North Carolina 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 Charlotte, North Carolina cost?
The complete financial planners leads database for Charlotte, North Carolina costs $10 as a one-time payment.
You get instant access to all 845 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 Charlotte, 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 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 Charlotte, North Carolina 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 Charlotte, North Carolina have phone numbers?
825 financial planners in Charlotte, 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 planners in Charlotte, North Carolina have email addresses?
330 financial planners in Charlotte, North Carolina (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 Charlotte, North Carolina have both a phone number and an email address?
323 financial planners in Charlotte, 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 planners in Charlotte, North Carolina are active on social media?
Social profile coverage for financial planners in Charlotte, North Carolina: 192 on LinkedIn, 230 on Facebook, 127 on Instagram, 121 on YouTube, 90 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 Charlotte, North Carolina have a website?
785 financial planners in Charlotte, North Carolina (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 Charlotte, North Carolina do not have a website?
60 financial planners in Charlotte, 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 planners in Charlotte, North Carolina?
Rating breakdown for financial planners in Charlotte, North Carolina: 172 with a 5-star rating, 22 with a 4-star rating, 28 with a 3-star rating, 20 with a 2-star rating, 9 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 North Carolina or the entire US?
Yes. Beyond Charlotte, we offer the complete Financial planners database for North Carolina and a national all-50-states version.
If you buy the Charlotte list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Charlotte, 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.