List of Financial planners in Houston
Houston, Texas, has 1,636 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 16 Texas cities we track, ahead of Atlanta (1,015). Local listings make up 15% of all Financial planners in Texas.
697 Financial planners in Houston list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Texas average, 42.8% against 52%, so expect phone (97% coverage) to do most of the work.
With 88.6% already online (in line with 89.6% across Texas), only 186 Financial planners in Houston lack a website, so site improvements and SEO are the stronger pitch. 161 of their websites list a contact page URL.
63% of the 571 rated Financial planners in Houston hold a 5-star average, below the Texas figure of 70%. The 79 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
428
187
268
134
YouTube
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Financial planners List in Houston
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc. | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Nicole Evans Ribbing, Mortgage Loan Officer - First Horizon Bank | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | ||||||
 | Dagon Garris Jr, Wealth Advisor - Eagle Strategies | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Gazzier Group - Ameriprise Financial Services, LLC | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Bruce Mc Gaugh - Financial Advisor, Ameriprise Financial Services, LLC | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
LÃWE GLOBAL MANAGEMENT | Address | Houston | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Joyce Wealth Management | Address | Houston | Texas | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Aigner Perry Financial Group - UBS Financial Services Inc. | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Paramic Financial Services | Address | Houston | Texas | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Hugo Sanchez: Primerica - Financial Services | Address | Houston | Texas | United States | Email | Phone | 16 | 5 | — | |||||
 | CIBC Private Wealth | Address | Houston | Texas | United States | Email | Phone | 1 | 1 | — | — | — | |||
 | Merrill Lynch Financial Advisor Michael Jerding | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Houston | Texas | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | K&K Financial Solutions | Address | Houston | Texas | United States | Email | Phone | 16 | 4.8 | — | — | — | — | ||
 | Khan, Rosin & Associates - Ameriprise Financial Services, LLC | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 1,636 records with complete field coverage.
Get the full Financial planners database
1,636 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Houston
Most popular business categories across Houston
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Houston
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 1,636 Financial planners in Houston, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Houston, Texas
Each of these buyers can work the 1,636 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 1,636 Financial planners in Houston.
- 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 Houston, Texas
Start with the 697 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,587): 97% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (700): 42.8% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (428): 26.2% 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 Houston, Texas
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (186): 11% of Financial planners in Houston have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (79): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,208): 74% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Houston
With 1,636 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 1,636 Financial planners in Houston and plan visit days by neighborhood.
- Postal code patches: split Houston 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 Houston accounts are covered.
Data Coverage for Financial planners in Houston
1,636 records · verified September 6, 2026
- Phone numbers
- 1,587
- Email addresses
- 700
- Phone and email
- 697
- Websites
- 1,450
Google ratings· 571 rated (35%)
63% hold 5 stars
- 1-star rated
- 35
- 6.1% of rated
- 2-star rated
- 44
- 7.7% of rated
- 3-star rated
- 79
- 13.8% of rated
- 4-star rated
- 51
- 8.9% of rated
- 5-star rated
- 362
- 63.4% of rated
Social profiles:
- Facebook:428· 26.2%
- LinkedIn:268· 16.4%
- Instagram:187· 11.4%
- X (Twitter):172· 10.5%
- YouTube:134· 8.2%
Financial planners in Houston are a mixed-channel, Facebook-heavy market: 97% list a phone number and 42.8% publish an email. Among 571 rated Financial planners, 63% 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 Houston, Texas
Everything you need to know about our financial planners database for Houston, Texas: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Houston, Texas?
There are 1,636 financial planners in Houston, Texas in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Houston market for sales prospecting and territory planning.
How up to date is the Financial planners data for Houston, 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 planners database for Houston, 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 Houston, Texas?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Houston, 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 Houston, Texas cost?
The complete financial planners leads database for Houston, Texas costs $15 as a one-time payment.
You get instant access to all 1,636 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 Houston, Texas specifically, a one-time $15 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 Houston, 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 Houston, Texas have phone numbers?
1,587 financial planners in Houston, Texas (97% 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 Houston, Texas have email addresses?
700 financial planners in Houston, Texas (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 Houston, Texas have both a phone number and an email address?
697 financial planners in Houston, 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 Houston, Texas are active on social media?
Social profile coverage for financial planners in Houston, Texas: 268 on LinkedIn, 428 on Facebook, 187 on Instagram, 134 on YouTube, 172 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 Houston, Texas have a website?
1,450 financial planners in Houston, Texas (89%) 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 Houston, Texas do not have a website?
186 financial planners in Houston, 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 Houston, Texas?
Rating breakdown for financial planners in Houston, Texas: 362 with a 5-star rating, 51 with a 4-star rating, 79 with a 3-star rating, 44 with a 2-star rating, 35 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 Houston, we offer the complete Financial planners database for Texas and a national all-50-states version.
If you buy the Houston list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Houston, 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.