List of Financial planners in Dallas
Dallas, Texas, has 719 Financial planners in this dataset, last verified September 4, 2026. It is the fourth-largest of the 16 Texas cities we track, behind Austin (784) and ahead of San Antonio (622). Local listings make up 6.8% of all Financial planners in Texas.
258 Financial planners in Dallas list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Texas average, 36.4% against 52%, so expect phone (98.1% coverage) to do most of the work.
With 87.8% already online (in line with 89.6% across Texas), only 88 Financial planners in Dallas lack a website, so site improvements and SEO are the stronger pitch. 248 of their websites list a contact page URL.
52% of the 243 rated Financial planners in Dallas hold a 5-star average, well below the Texas figure of 70%. The 61 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
188
80
134
67
YouTube
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Financial planners List in Dallas
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Piers Hurley, CFA - UBS Financial Services Inc. | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Steven Shaw - Financial Advisor, Ameriprise Financial Services, LLC | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Chloe Eubank - Financial Advisor, Ameriprise Financial Services, LLC | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Gardner Wallace Financial Solutions | Address | Dallas | Texas | United States | Email | Phone | 3 | 5 | — | — | — | — | |||
Spectrum Financial Group | Address | Dallas | Texas | United States | Email | Phone | 8 | 4 | |||||||
Matter Family Office | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Howell Financial Group | Address | Dallas | Texas | United States | Email | Phone | 2 | 5 | — | — | |||||
The Pegasus Group - UBS Financial Services Inc. | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Worth Asset Management | Address | Dallas | Texas | United States | Email | Phone | 5 | 5 | — | — | — | ||||
Smith Frank & Partners LLC | Address | Dallas | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
SmithConway | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Simplicity Guardian | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | |||||||
Benefit Capital Southwest Inc | Address | Dallas | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Peter Myers - RBC Wealth Management Financial Advisor | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor R Teal | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 719 records with complete field coverage.
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719 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Dallas
Most popular business categories across Dallas
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Dallas
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 719 Financial planners in Dallas, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Dallas, Texas
Each of these buyers can work the 719 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 719 Financial planners in Dallas.
- 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 Dallas, Texas
Start with the 258 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (705): 98.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (262): 36.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (248): 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 Dallas, Texas
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (88): 12% of Financial planners in Dallas have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (61): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (531): 74% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Dallas
With 719 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 719 Financial planners in Dallas and plan visit days by neighborhood.
- Postal code patches: split Dallas by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 15 other Texas cities we track are the next step once Dallas accounts are covered.
Data Coverage for Financial planners in Dallas
719 records · verified September 4, 2026
- Phone numbers
- 705
- Email addresses
- 262
- Phone and email
- 258
- Websites
- 631
Google ratings· 243 rated (34%)
52% hold 5 stars
- 1-star rated
- 27
- 11.1% of rated
- 2-star rated
- 34
- 14% of rated
- 3-star rated
- 31
- 12.8% of rated
- 4-star rated
- 24
- 9.9% of rated
- 5-star rated
- 127
- 52.3% of rated
Social profiles:
- Facebook:188· 26.1%
- LinkedIn:134· 18.6%
- Instagram:80· 11.1%
- X (Twitter):80· 11.1%
- YouTube:67· 9.3%
Financial planners in Dallas are a mixed-channel, Facebook-heavy market: 98.1% list a phone number and 36.4% publish an email. Among 243 rated Financial planners, 52% 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 Dallas, Texas
Everything you need to know about our financial planners database for Dallas, Texas: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Dallas, Texas?
There are 719 financial planners in Dallas, Texas in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Dallas market for sales prospecting and territory planning.
How up to date is the Financial planners data for Dallas, Texas?
This dataset was last updated in September 4, 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 Dallas, 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 planners businesses in Dallas, Texas?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Dallas, Texas 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 Dallas, Texas cost?
The complete financial planners leads database for Dallas, Texas costs $10 as a one-time payment.
You get instant access to all 719 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 Dallas, 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 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 Dallas, Texas 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 Dallas, Texas have phone numbers?
705 financial planners in Dallas, 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 planners in Dallas, Texas have email addresses?
262 financial planners in Dallas, Texas (36%) 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 Dallas, Texas have both a phone number and an email address?
258 financial planners in Dallas, 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 planners in Dallas, Texas are active on social media?
Social profile coverage for financial planners in Dallas, Texas: 134 on LinkedIn, 188 on Facebook, 80 on Instagram, 67 on YouTube, 80 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 Dallas, Texas have a website?
631 financial planners in Dallas, Texas (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 Dallas, Texas do not have a website?
88 financial planners in Dallas, 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 planners in Dallas, Texas?
Rating breakdown for financial planners in Dallas, Texas: 127 with a 5-star rating, 24 with a 4-star rating, 31 with a 3-star rating, 34 with a 2-star rating, 27 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 Texas or the entire US?
Yes. Beyond Dallas, we offer the complete Financial planners database for Texas and a national all-50-states version.
If you buy the Dallas list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Dallas, 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.