List of Financial planners in Tulsa
Tulsa, Oklahoma, has 377 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 3 Oklahoma cities we track, ahead of Oklahoma City (281). Local listings make up 25% of all Financial planners in Oklahoma.
162 Financial planners in Tulsa list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Oklahoma average, 43.2% against 52.5%, so expect phone (98.4% coverage) to do most of the work.
With 91.8% already online (in line with 89.1% across Oklahoma), only 31 Financial planners in Tulsa lack a website, so site improvements and SEO are the stronger pitch. 63 of their websites list a contact page URL.
70% of the 153 rated Financial planners in Tulsa hold a 5-star average, in line with the Oklahoma figure of 73%. The 11 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
92
36
65
30
YouTube
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Financial planners List in Tulsa
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Sheree Ziemba - Financial Advisor, Ameriprise Financial Services, LLC | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Bill Gordon | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Warburton Capital Management | Address | Tulsa | Oklahoma | United States | Email | Phone | 10 | 5 | — | — | — | — | ||
 | Michael G. Miller - UBS Financial Services Inc. | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Fuse Financial Group | Address | Tulsa | Oklahoma | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Lorianne Williams - Financial Advisor, Ameriprise Financial Services, LLC | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Maxwell & Morse Capital Management, Inc. | Address | Tulsa | Oklahoma | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Michael Pinion - COUNTRY Financial Agent | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | ||||||
Compass Pointe Financial, LLC | Address | Tulsa | Oklahoma | United States | Email | Phone | 1 | 1 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Levi Smith, AAMS® | Address | Tulsa | Oklahoma | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Andrew Stemm | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Financial institution | Address | Tulsa | Oklahoma | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Oklahoma Central Financial Planning | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
American Financial Services | Address | Tulsa | Oklahoma | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
 | Patrick Fitzgerald - UBS Financial Services Inc. | Address | Tulsa | Oklahoma | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 377 records with complete field coverage.
Get the full Financial planners database
377 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Tulsa
Most popular business categories across Tulsa
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Tulsa
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 377 Financial planners in Tulsa, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Tulsa, Oklahoma
Each of these buyers can work the 377 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 377 Financial planners in Tulsa.
- 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 Tulsa, Oklahoma
Start with the 162 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (371): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (163): 43.2% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (92): 24.4% 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 Tulsa, Oklahoma
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 (11): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (285): 76% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Tulsa
With 377 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 377 Financial planners in Tulsa and plan visit days by neighborhood.
- Postal code patches: split Tulsa by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 2 other Oklahoma cities we track are the next step once Tulsa accounts are covered.
Data Coverage for Financial planners in Tulsa
377 records · verified September 6, 2026
- Phone numbers
- 371
- Email addresses
- 163
- Phone and email
- 162
- Websites
- 346
Google ratings· 153 rated (41%)
70% hold 5 stars
- 1-star rated
- 4
- 2.6% of rated
- 2-star rated
- 7
- 4.6% of rated
- 3-star rated
- 26
- 17% of rated
- 4-star rated
- 9
- 5.9% of rated
- 5-star rated
- 107
- 69.9% of rated
Social profiles:
- Facebook:92· 24.4%
- LinkedIn:65· 17.2%
- Instagram:36· 9.5%
- YouTube:30· 8%
- X (Twitter):26· 6.9%
Financial planners in Tulsa are a mixed-channel, Facebook-heavy market: 98.4% list a phone number and 43.2% publish an email. Among 153 rated Financial planners, 70% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Tulsa, Oklahoma
Everything you need to know about our financial planners database for Tulsa, Oklahoma: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Tulsa, Oklahoma?
There are 377 financial planners in Tulsa, Oklahoma in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Tulsa market for sales prospecting and territory planning.
How up to date is the Financial planners data for Tulsa, Oklahoma?
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 Tulsa, Oklahoma?
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 Tulsa, Oklahoma?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Tulsa, Oklahoma 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 Tulsa, Oklahoma cost?
The complete financial planners leads database for Tulsa, Oklahoma costs $10 as a one-time payment.
You get instant access to all 377 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 Tulsa, Oklahoma 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 Tulsa, Oklahoma 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 Tulsa, Oklahoma have phone numbers?
371 financial planners in Tulsa, Oklahoma (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 Tulsa, Oklahoma have email addresses?
163 financial planners in Tulsa, Oklahoma (43%) 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 Tulsa, Oklahoma have both a phone number and an email address?
162 financial planners in Tulsa, Oklahoma 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 Tulsa, Oklahoma are active on social media?
Social profile coverage for financial planners in Tulsa, Oklahoma: 65 on LinkedIn, 92 on Facebook, 36 on Instagram, 30 on YouTube, 26 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 Tulsa, Oklahoma have a website?
346 financial planners in Tulsa, Oklahoma (92%) 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 Tulsa, Oklahoma do not have a website?
31 financial planners in Tulsa, Oklahoma 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 Tulsa, Oklahoma?
Rating breakdown for financial planners in Tulsa, Oklahoma: 107 with a 5-star rating, 9 with a 4-star rating, 26 with a 3-star rating, 7 with a 2-star rating, 4 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 Oklahoma or the entire US?
Yes. Beyond Tulsa, we offer the complete Financial planners database for Oklahoma and a national all-50-states version.
If you buy the Tulsa list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Tulsa, Oklahoma 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.