List of Financial planners in Conshohocken
Conshohocken, Pennsylvania, has 160 Financial planners in this dataset, last verified September 6, 2026. It is the fourth-largest of the 8 Pennsylvania cities we track, behind York (165) and ahead of Allentown (144). Local listings make up 2.9% of all Financial planners in Pennsylvania.
70 Financial planners in Conshohocken list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 44.4% is in line with the Pennsylvania average (43.8%), and 98.1% of listings include a phone number.
With 98.8% already online (above 90.1% across Pennsylvania), only 2 Financial planners in Conshohocken lack a website, so site improvements and SEO are the stronger pitch. 13 of their websites list a contact page URL.
Only 28 Financial planners in Conshohocken have Google ratings, too few for the averages to say much, though 2 of them sit at 1 to 2 stars.
Social Media Reach
33
15
34
19
YouTube
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Financial planners List in Conshohocken
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | James Nastasi - UBS Financial Services Inc. | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Viquity Asset Management | Address | Conshohocken | Pennsylvania | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Robert Angeline - UBS Financial Services Inc. | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bartholomew Wealth Management Group | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Stribrny Group - Morgan Stanley | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Riverview Wealth Advisory Group | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Trevor Johnson - RBC Wealth Management Financial Advisor | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hamilton Lane | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 3 | 3.3 | — | |||||
 | Brian Russo - RBC Wealth Management Financial Advisor | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
KOPENSKY GROUP LLC | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 14 | 4.1 | — | — | — | ||||
 | 1847Financial - Conshohocken (HQ) | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 6 | 3 | — | — | — | |||
 | Michael Santifort | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Henry Han - Ameriprise Financial Services, LLC | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Carol Muller - RBC Wealth Management Financial Advisor | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Pari Hashemi Magura - RBC Wealth Management Financial Advisor | Address | Conshohocken | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 160 records with complete field coverage.
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160 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Conshohocken
Most popular business categories across Conshohocken
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Conshohocken
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 160 Financial planners in Conshohocken, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Conshohocken, Pennsylvania
Each of these buyers can work the 160 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 160 Financial planners in Conshohocken.
- 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 Conshohocken, Pennsylvania
Start with the 70 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (157): 98.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (71): 44.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (33): 20.6% 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 Conshohocken, Pennsylvania
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 (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (127): 79% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Conshohocken
With 160 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 160 Financial planners in Conshohocken and plan visit days by neighborhood.
- Postal code patches: split Conshohocken by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 7 other Pennsylvania cities we track are the next step once Conshohocken accounts are covered.
Data Coverage for Financial planners in Conshohocken
160 records · verified September 6, 2026
- Phone numbers
- 157
- Email addresses
- 71
- Phone and email
- 70
- Websites
- 158
Google ratings· 28 rated (18%)
68% hold 5 stars
- 1-star rated
- 2
- 7.1% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 4
- 14.3% of rated
- 4-star rated
- 3
- 10.7% of rated
- 5-star rated
- 19
- 67.9% of rated
Social profiles:
- LinkedIn:34· 21.3%
- Facebook:33· 20.6%
- YouTube:19· 11.9%
- X (Twitter):17· 10.6%
- Instagram:15· 9.4%
Financial planners in Conshohocken are a mixed-channel, LinkedIn-heavy market: 98.1% list a phone number and 44.4% publish an email. Among 28 rated Financial planners, 68% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Conshohocken, Pennsylvania
Everything you need to know about our financial planners database for Conshohocken, Pennsylvania: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Conshohocken, Pennsylvania?
There are 160 financial planners in Conshohocken, Pennsylvania in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Conshohocken market for sales prospecting and territory planning.
How up to date is the Financial planners data for Conshohocken, Pennsylvania?
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 Conshohocken, Pennsylvania?
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 Conshohocken, Pennsylvania?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Conshohocken, Pennsylvania 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 Conshohocken, Pennsylvania cost?
The complete financial planners leads database for Conshohocken, Pennsylvania costs $10 as a one-time payment.
You get instant access to all 160 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 Conshohocken, Pennsylvania 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 Conshohocken, Pennsylvania 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 Conshohocken, Pennsylvania have phone numbers?
157 financial planners in Conshohocken, Pennsylvania (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 Conshohocken, Pennsylvania have email addresses?
71 financial planners in Conshohocken, Pennsylvania (44%) 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 Conshohocken, Pennsylvania have both a phone number and an email address?
70 financial planners in Conshohocken, Pennsylvania 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 Conshohocken, Pennsylvania are active on social media?
Social profile coverage for financial planners in Conshohocken, Pennsylvania: 34 on LinkedIn, 33 on Facebook, 15 on Instagram, 19 on YouTube, 17 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 Conshohocken, Pennsylvania have a website?
158 financial planners in Conshohocken, Pennsylvania (99%) 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 Conshohocken, Pennsylvania do not have a website?
2 financial planners in Conshohocken, Pennsylvania 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 Conshohocken, Pennsylvania?
Rating breakdown for financial planners in Conshohocken, Pennsylvania: 19 with a 5-star rating, 3 with a 4-star rating, 4 with a 3-star rating, 0 with a 2-star rating, 2 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 Pennsylvania or the entire US?
Yes. Beyond Conshohocken, we offer the complete Financial planners database for Pennsylvania and a national all-50-states version.
If you buy the Conshohocken list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Conshohocken, Pennsylvania 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.