List of Financial planners in San Antonio
San Antonio, Texas, has 622 Financial planners in this dataset, last verified September 6, 2026. It is the fifth-largest of the 16 Texas cities we track, behind Dallas (719) and ahead of Fort Worth (470). Local listings make up 5.9% of all Financial planners in Texas.
317 Financial planners in San Antonio list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 51.6% is in line with the Texas average (52%), and 98.6% of listings include a phone number.
With 92.3% already online (in line with 89.6% across Texas), only 48 Financial planners in San Antonio lack a website, so site improvements and SEO are the stronger pitch. 110 of their websites list a contact page URL.
64% of the 264 rated Financial planners in San Antonio hold a 5-star average, below the Texas figure of 70%. The 33 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
179
122
168
81
YouTube
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Financial planners List in San Antonio
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edelman Financial Engines | Address | San Antonio | Texas | United States | Email | Phone | 4 | 4 | — | — | ||||
 | New York Life San Antonio, Joshua Lamar Humble | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | David Wynn - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Bankers Life | Address | San Antonio | Texas | United States | Email | Phone | 22 | 3.6 | — | |||||
 | First Command | Address | San Antonio | Texas | United States | Email | Phone | 8 | 3.5 | — | |||||
Barri Financial | Address | San Antonio | Texas | United States | Email | Phone | — | 1 | 4 | — | — | — | — | ||
Mission Advisors | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Steven Muldowney - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Bank of America Financial Center | Address | San Antonio | Texas | United States | Email | Phone | 116 | 2.6 | ||||||
Ingenuity Financial Services | Address | San Antonio | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Creative Planning | Address | San Antonio | Texas | United States | Email | Phone | 1 | 1 | ||||||
 | Force Acres | Address | San Antonio | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Capital Strategies of MassMutual | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | |||||||
 | Reliance Financial Partners | Address | San Antonio | Texas | United States | Email | Phone | 58 | 4.9 | — | — | — | — | ||
Imperium Wealth Management | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 622 records with complete field coverage.
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622 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in San Antonio
Most popular business categories across San Antonio
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in San Antonio
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 622 Financial planners in San Antonio, with the fields to call, email, segment and map them.
Who Sells to Financial planners in San Antonio, Texas
Each of these buyers can work the 622 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 622 Financial planners in San Antonio.
- 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 San Antonio, Texas
Start with the 317 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (613): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (321): 51.6% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (179): 28.8% 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 San Antonio, Texas
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 (33): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (443): 71% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for San Antonio
With 622 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 622 Financial planners in San Antonio and plan visit days by neighborhood.
- Postal code patches: split San Antonio 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 San Antonio accounts are covered.
Data Coverage for Financial planners in San Antonio
622 records · verified September 6, 2026
- Phone numbers
- 613
- Email addresses
- 321
- Phone and email
- 317
- Websites
- 574
Google ratings· 264 rated (42%)
64% hold 5 stars
- 1-star rated
- 15
- 5.7% of rated
- 2-star rated
- 18
- 6.8% of rated
- 3-star rated
- 32
- 12.1% of rated
- 4-star rated
- 30
- 11.4% of rated
- 5-star rated
- 169
- 64% of rated
Social profiles:
- Facebook:179· 28.8%
- LinkedIn:168· 27%
- Instagram:122· 19.6%
- X (Twitter):81· 13%
- YouTube:81· 13%
Financial planners in San Antonio are an email-friendly, Facebook-heavy market: 98.6% list a phone number and 51.6% publish an email. Among 264 rated Financial planners, 64% 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 San Antonio, Texas
Everything you need to know about our financial planners database for San Antonio, Texas: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in San Antonio, Texas?
There are 622 financial planners in San Antonio, Texas in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete San Antonio market for sales prospecting and territory planning.
How up to date is the Financial planners data for San Antonio, 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 San Antonio, 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 San Antonio, Texas?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in San Antonio, 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 San Antonio, Texas cost?
The complete financial planners leads database for San Antonio, Texas costs $10 as a one-time payment.
You get instant access to all 622 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 San Antonio, 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 San Antonio, 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 San Antonio, Texas have phone numbers?
613 financial planners in San Antonio, Texas (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 San Antonio, Texas have email addresses?
321 financial planners in San Antonio, Texas (52%) 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 San Antonio, Texas have both a phone number and an email address?
317 financial planners in San Antonio, 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 San Antonio, Texas are active on social media?
Social profile coverage for financial planners in San Antonio, Texas: 168 on LinkedIn, 179 on Facebook, 122 on Instagram, 81 on YouTube, 81 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 San Antonio, Texas have a website?
574 financial planners in San Antonio, Texas (92%) 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 San Antonio, Texas do not have a website?
48 financial planners in San Antonio, 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 San Antonio, Texas?
Rating breakdown for financial planners in San Antonio, Texas: 169 with a 5-star rating, 30 with a 4-star rating, 32 with a 3-star rating, 18 with a 2-star rating, 15 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 San Antonio, we offer the complete Financial planners database for Texas and a national all-50-states version.
If you buy the San Antonio list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in San Antonio, 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.