List of Financial planners in Alexandria
Alexandria, Virginia, has 230 Financial planners in this dataset, last verified September 6, 2026. It is the third-largest of the 9 Virginia cities we track, behind Arlington (235) and ahead of Dunn Loring (225). Local listings make up 6.5% of all Financial planners in Virginia.
117 Financial planners in Alexandria list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 51.3% is in line with the Virginia average (51.7%), and 98.3% of listings include a phone number.
With 92.2% already online (in line with 91.2% across Virginia), only 18 Financial planners in Alexandria lack a website, so site improvements and SEO are the stronger pitch. 34 of their websites list a contact page URL.
78% of the 92 rated Financial planners in Alexandria hold a 5-star average, in line with the Virginia figure of 74%. The 4 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
86
40
61
16
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 230+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in Alexandria
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | The Motley Fool | Address | Alexandria | Virginia | United States | Email | Phone | 1008 | 4.2 | ||||||
 | Victor J Benzinger - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Alexandria | Minnesota | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Lucas Kosters - Thrivent | Address | Alexandria | Minnesota | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Koch & Hoos LLC | Address | Alexandria | Virginia | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Eric W Lantz - Financial Advisor, Ameriprise Financial Services, LLC | Address | Alexandria | Virginia | United States | Email | Phone | 2 | 3 | — | — | — | |||
 | Merrill Lynch Financial Advisor Martha Kim | Address | Alexandria | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Obey Financial Group Inc | Address | Alexandria | Louisiana | United States | Email | Phone | — | 2 | 3 | — | — | — | — | ||
 | First Command Financial Advisor - Gary Sjurset | Address | Alexandria | Virginia | United States | Email | Phone | 30 | 5 | — | |||||
 | First Command | Address | Alexandria | Virginia | United States | Email | Phone | 3 | 4.3 | — | |||||
 | Wellspring Advisor Group | Address | Alexandria | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Nader Tamadon | Address | Alexandria | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Second Act Financial Services | Address | Alexandria | Virginia | United States | Email | Phone | 20 | 5 | — | — | — | |||
 | The LDB Group - Morgan Stanley | Address | Alexandria | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Larson Wealth Management | Address | Alexandria | Minnesota | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Violet Son | Address | Alexandria | Virginia | United States | Email | Phone | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 230 records with complete field coverage.
Get the full Financial planners database
230 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Alexandria
Most popular business categories across Alexandria
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Alexandria
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 230 Financial planners in Alexandria, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Alexandria, Virginia
Each of these buyers can work the 230 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 230 Financial planners in Alexandria.
- 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 Alexandria, Virginia
Start with the 117 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (226): 98.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (118): 51.3% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (86): 37.4% 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 Alexandria, Virginia
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 (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (144): 63% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Alexandria
With 230 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 230 Financial planners in Alexandria and plan visit days by neighborhood.
- Postal code patches: split Alexandria by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 8 other Virginia cities we track are the next step once Alexandria accounts are covered.
Data Coverage for Financial planners in Alexandria
230 records · verified September 6, 2026
- Phone numbers
- 226
- Email addresses
- 118
- Phone and email
- 117
- Websites
- 212
Google ratings· 92 rated (40%)
78% hold 5 stars
- 1-star rated
- 1
- 1.1% of rated
- 2-star rated
- 3
- 3.3% of rated
- 3-star rated
- 9
- 9.8% of rated
- 4-star rated
- 7
- 7.6% of rated
- 5-star rated
- 72
- 78.3% of rated
Social profiles:
- Facebook:86· 37.4%
- LinkedIn:61· 26.5%
- Instagram:40· 17.4%
- X (Twitter):28· 12.2%
- YouTube:16· 7%
Financial planners in Alexandria are an email-friendly, Facebook-heavy market: 98.3% list a phone number and 51.3% publish an email. Among 92 rated Financial planners, 78% 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 Alexandria, Virginia
Everything you need to know about our financial planners database for Alexandria, Virginia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Alexandria, Virginia?
There are 230 financial planners in Alexandria, Virginia in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Alexandria market for sales prospecting and territory planning.
How up to date is the Financial planners data for Alexandria, Virginia?
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 Alexandria, Virginia?
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 Alexandria, Virginia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Alexandria, Virginia 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 Alexandria, Virginia cost?
The complete financial planners leads database for Alexandria, Virginia costs $10 as a one-time payment.
You get instant access to all 230 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 Alexandria, Virginia 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 Alexandria, Virginia 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 Alexandria, Virginia have phone numbers?
226 financial planners in Alexandria, Virginia (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 Alexandria, Virginia have email addresses?
118 financial planners in Alexandria, Virginia (51%) 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 Alexandria, Virginia have both a phone number and an email address?
117 financial planners in Alexandria, Virginia 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 Alexandria, Virginia are active on social media?
Social profile coverage for financial planners in Alexandria, Virginia: 61 on LinkedIn, 86 on Facebook, 40 on Instagram, 16 on YouTube, 28 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 Alexandria, Virginia have a website?
212 financial planners in Alexandria, Virginia (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 Alexandria, Virginia do not have a website?
18 financial planners in Alexandria, Virginia 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 Alexandria, Virginia?
Rating breakdown for financial planners in Alexandria, Virginia: 72 with a 5-star rating, 7 with a 4-star rating, 9 with a 3-star rating, 3 with a 2-star rating, 1 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 Virginia or the entire US?
Yes. Beyond Alexandria, we offer the complete Financial planners database for Virginia and a national all-50-states version.
If you buy the Alexandria list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Alexandria, Virginia 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.