List of Financial advisors in Plano
Plano, Texas, has 171 Financial advisors in this dataset, last verified September 6, 2026. It is the fifth-largest of the 8 Texas cities we track, behind Fort Worth (224) and ahead of Arlington (113). Local listings make up 5.3% of all Financial advisors in Texas.
52 Financial advisors in Plano list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Texas average, 30.4% against 35.4%, so expect phone (98.2% coverage) to do most of the work.
With 98.8% already online (in line with 94.8% across Texas), only 2 Financial advisors in Plano lack a website, so site improvements and SEO are the stronger pitch. 16 of their websites list a contact page URL.
79% of the 71 rated Financial advisors in Plano hold a 5-star average, in line with the Texas figure of 82%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
13
6
13
10
YouTube
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Financial advisors List in Plano
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Insight Wealth Partners, LLC | Address | Plano | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Carla Parisi Keck - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Tim Evans, AAMS® | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Guided Path Financial | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | David Lawrence - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Strategic Financial Planning | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Willow Bend Wealth Management of Merritt Point Wealth Advisors | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Mariner | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Greg McCoy JR - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | NorStar Financial of Plano, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Stacy R Carrington, CFP®|CRPC⢠| Address | Plano | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Jeffery Malcolm Davis - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Your Richest Life | Address | Plano | Texas | United States | Email | Phone | 4 | 5 | — | |||||
 | Creme Wealth - Plano Financial Planner | Address | Plano | Texas | United States | Email | Phone | 61 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jason L Bell, CFA® | Address | Plano | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 171 records with complete field coverage.
Get the full Financial advisors database
171 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Plano
Most popular business categories across Plano
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Plano
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 171 Financial advisors in Plano, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Plano, Texas
Each of these buyers can work the 171 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 171 Financial advisors in Plano.
- 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 Contact Form Outreach in Plano, Texas
Start with the 52 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (168): 98.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (52): 30.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (16): businesses with a contact page URL give you another way in when no email is listed.
- 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 Plano, Texas
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (158): 92% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Plano
With 171 Financial advisors 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 171 Financial advisors in Plano and plan visit days by neighborhood.
- Postal code patches: split Plano by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 7 other Texas cities we track are the next step once Plano accounts are covered.
Data Coverage for Financial advisors in Plano
171 records · verified September 6, 2026
- Phone numbers
- 168
- Email addresses
- 52
- Phone and email
- 52
- Websites
- 169
Google ratings· 71 rated (42%)
79% hold 5 stars
- 1-star rated
- 2
- 2.8% of rated
- 2-star rated
- 4
- 5.6% of rated
- 3-star rated
- 5
- 7% of rated
- 4-star rated
- 4
- 5.6% of rated
- 5-star rated
- 56
- 78.9% of rated
Social profiles:
- Facebook:13· 7.6%
- LinkedIn:13· 7.6%
- YouTube:10· 5.8%
- X (Twitter):7· 4.1%
- Instagram:6· 3.5%
Financial advisors in Plano are a mixed-channel market: 98.2% list a phone number and 30.4% publish an email. Among 71 rated Financial advisors, 79% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial advisors in Plano, Texas
Everything you need to know about our financial advisors database for Plano, Texas: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Plano, Texas?
There are 171 financial advisors in Plano, Texas in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Plano market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Plano, Texas?
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 advisors database for Plano, Texas?
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 advisors businesses in Plano, Texas?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Plano, Texas as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Plano, Texas cost?
The complete financial advisors leads database for Plano, Texas costs $10 as a one-time payment.
You get instant access to all 171 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 advisors contacts in Plano, Texas 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 advisors 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 Plano, Texas financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors 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 advisors in Plano, Texas have phone numbers?
168 financial advisors in Plano, Texas (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Plano, Texas have email addresses?
52 financial advisors in Plano, Texas (30%) 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 advisors in Plano, Texas have both a phone number and an email address?
52 financial advisors in Plano, Texas 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 advisors in Plano, Texas are active on social media?
Social profile coverage for financial advisors in Plano, Texas: 13 on LinkedIn, 13 on Facebook, 6 on Instagram, 10 on YouTube, 7 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 advisors in Plano, Texas have a website?
169 financial advisors in Plano, Texas (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 advisors in Plano, Texas do not have a website?
2 financial advisors in Plano, Texas 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 advisors in Plano, Texas?
Rating breakdown for financial advisors in Plano, Texas: 56 with a 5-star rating, 4 with a 4-star rating, 5 with a 3-star rating, 4 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 advisors data for all of Texas or the entire US?
Yes. Beyond Plano, we offer the complete Financial advisors database for Texas and a national all-50-states version.
If you buy the Plano list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Plano, Texas 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.