List of Financial planners in Memphis
Memphis, Tennessee, has 331 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 8 Tennessee cities we track, behind Nashville (447) and ahead of Knoxville (326). Local listings make up 11% of all Financial planners in Tennessee.
128 Financial planners in Memphis list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Tennessee average, 39% against 52.4%, so expect phone (99.4% coverage) to do most of the work.
With 88.2% already online (in line with 90.5% across Tennessee), only 39 Financial planners in Memphis lack a website, so site improvements and SEO are the stronger pitch. 26 of their websites list a contact page URL.
74% of the 120 rated Financial planners in Memphis hold a 5-star average, in line with the Tennessee figure of 70%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
84
51
71
46
YouTube
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Financial planners List in Memphis
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Wilfong Gage Group - UBS Financial Services Inc. | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rachel Mk Hughes - Regions Wealth Advisor | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Giles Financial Group - Ameriprise Financial Services, LLC | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Michael Winemiller - Regions Financial Advisor | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | First Horizon Bank - Memphis, TN - 315 Poplar Ave | Address | Memphis | Tennessee | United States | Email | Phone | 9 | 4.1 | ||||||
 | Sowell Wealth Management - UBS Financial Services Inc. | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Belz Investment Co | Address | Memphis | Tennessee | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
 | C. Stacey Montgomery - Morgan Stanley | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | HUB International | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Mercer Capital Management Inc | Address | Memphis | Tennessee | United States | Email | Phone | 2 | 5 | — | — | — | ||||
 | Shawn Bouton | Address | Memphis | Tennessee | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Merrill Lynch Financial Advisor Thomas Williams | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Moneymotioned | Address | Memphis | Tennessee | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
RVW Wealth LLC | Address | Memphis | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | LPL Financial | Address | Memphis | Tennessee | United States | Email | Phone | 1 | 5 |
This is a randomized preview — the full database contains 331 records with complete field coverage.
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331 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Memphis
Most popular business categories across Memphis
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Memphis
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 331 Financial planners in Memphis, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Memphis, Tennessee
Each of these buyers can work the 331 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 331 Financial planners in Memphis.
- 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 Memphis, Tennessee
Start with the 128 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (329): 99.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (129): 39% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (84): 25.4% 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 Memphis, Tennessee
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (39): 12% of Financial planners in Memphis have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (247): 75% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Memphis
With 331 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 331 Financial planners in Memphis and plan visit days by neighborhood.
- Postal code patches: split Memphis by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 7 other Tennessee cities we track are the next step once Memphis accounts are covered.
Data Coverage for Financial planners in Memphis
331 records · verified September 6, 2026
- Phone numbers
- 329
- Email addresses
- 129
- Phone and email
- 128
- Websites
- 292
Google ratings· 120 rated (36%)
74% hold 5 stars
- 1-star rated
- 3
- 2.5% of rated
- 2-star rated
- 3
- 2.5% of rated
- 3-star rated
- 10
- 8.3% of rated
- 4-star rated
- 15
- 12.5% of rated
- 5-star rated
- 89
- 74.2% of rated
Social profiles:
- Facebook:84· 25.4%
- LinkedIn:71· 21.5%
- Instagram:51· 15.4%
- X (Twitter):47· 14.2%
- YouTube:46· 13.9%
Financial planners in Memphis are a mixed-channel, Facebook-heavy market: 99.4% list a phone number and 39% publish an email. Among 120 rated Financial planners, 74% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Memphis, Tennessee
Everything you need to know about our financial planners database for Memphis, Tennessee: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Memphis, Tennessee?
There are 331 financial planners in Memphis, Tennessee in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Memphis market for sales prospecting and territory planning.
How up to date is the Financial planners data for Memphis, Tennessee?
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 Memphis, Tennessee?
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 Memphis, Tennessee?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Memphis, Tennessee 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 Memphis, Tennessee cost?
The complete financial planners leads database for Memphis, Tennessee costs $10 as a one-time payment.
You get instant access to all 331 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 Memphis, Tennessee 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 Memphis, Tennessee 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 Memphis, Tennessee have phone numbers?
329 financial planners in Memphis, Tennessee (99% 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 Memphis, Tennessee have email addresses?
129 financial planners in Memphis, Tennessee (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 Memphis, Tennessee have both a phone number and an email address?
128 financial planners in Memphis, Tennessee 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 Memphis, Tennessee are active on social media?
Social profile coverage for financial planners in Memphis, Tennessee: 71 on LinkedIn, 84 on Facebook, 51 on Instagram, 46 on YouTube, 47 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 Memphis, Tennessee have a website?
292 financial planners in Memphis, Tennessee (88%) 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 Memphis, Tennessee do not have a website?
39 financial planners in Memphis, Tennessee 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 Memphis, Tennessee?
Rating breakdown for financial planners in Memphis, Tennessee: 89 with a 5-star rating, 15 with a 4-star rating, 10 with a 3-star rating, 3 with a 2-star rating, 3 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 Tennessee or the entire US?
Yes. Beyond Memphis, we offer the complete Financial planners database for Tennessee and a national all-50-states version.
If you buy the Memphis list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Memphis, Tennessee 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.