Verified B2B Dataset

List of Financial planners in Charlottesville

Looking for a verified List of Financial planners in Charlottesville to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 125 Financial planners across Charlottesville, Virginia, United States as of August 4, 2026.

This comprehensive List of Financial planners in Charlottesville gives you access to 69 records with email addresses, 122 with phone numbers, and 68 listings containing both. Additionally, over 116 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.

Our data also highlights strong social media engagement, with 54 Financial planners on Facebook, 20 on Instagram, 15 on X (formerly Twitter), 37 on LinkedIn, and 16 managing active YouTube channels.

Plus, over 24 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.

Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in Charlottesville provides everything for you to connect with active, visible, and verified businesses.

125
Total Records
69
Email Coverage
122
Phone Coverage
116
Website Coverage
Last Updated: August 4, 2026

Social Media Reach

54

Facebook

20

Instagram

37

LinkedIn

16

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated August 4, 2026

Have questions or need help choosing the right dataset? Contact us — we'll sort it out.

Free SampleFree

Sample Pack — 15 verified records

Test data quality before you buy

Complete Database

Risk-Free Purchase

All 125+ verified records

$10

$20

Save 50%

$0.14/email
Instant Download · One-time payment

Need Specific Leads?

Custom database built to your exact target criteria.

Sample Preview

Financial planners List in Charlottesville

Browse a random sample of 15 records — see the exact fields and data quality before you download.

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Bank of America Financial Center

Address
CharlottesvilleVirginiaUnited States
Email
Phone
3
2.3

Wellington Financial Corporation

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Northwestern Mutual - Jarrod C. Markley, CFP

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Jill Fletcher, CFP®, AIF®

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Northwestern Mutual

Address
CharlottesvilleVirginiaUnited States
Email
Phone
6
4

Bank of America (with Drive-thru ATM)

Address
CharlottesvilleVirginiaUnited States
Email
Phone
64
3.5

Keystone Wealth Partners

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Northwestern Mutual - Jarrod C. Markley, CFP

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Merrill Lynch Financial Advisor Brock Petrie

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Raymond James & Associates

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Merrill Lynch Financial Advisor Nelson Ham

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Cypress Financial Planning

Address
CharlottesvilleVirginiaUnited States
Email
Phone
6
5

Bank of America (with Drive-thru ATM)

Address
CharlottesvilleVirginiaUnited States
Email
Phone
27
3.8

Merrill Lynch Financial Advisor Jennifer Patterson

Address
CharlottesvilleVirginiaUnited States
Email
Phone
0
0

Verified Data

Every record is cross-verified for accuracy before delivery.

Instant Download

Get your file immediately after purchase — no waiting.

Rich Field Coverage

Business info, contacts, social profiles, ratings and more.

This is a randomized preview — the full database contains 125 records with complete field coverage.

Ready to get started?

Get the full Financial planners database

125 verified records — emails, phones, social profiles and more. One-time payment, instant download.

Verified data Instant download Full field coverage
One-time payment · No subscription · $10 only
Top Categories

Top business categories in Charlottesville

Most popular business categories across Charlottesville

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Charlottesville

The List of Financial planners in Charlottesville is a structured market intelligence dataset with 125 verified Financial planners records covering the full Charlottesville, Virginia, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.

Financial planners Market Intelligence for Charlottesville, Virginia, United States: 125 Verified Businesses

Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Charlottesville, Virginia, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Charlottesville, Virginia, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.

Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Charlottesville.

Franchise & expansion research: Use the full Charlottesville, Virginia, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.

Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.

Structured Financial planners Data for Charlottesville, Virginia, United States, Ready for Any Tool or Analysis

This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Charlottesville, Virginia, United States they can actually work with:

Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.

CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.

Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Charlottesville, Virginia, United States.

API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.

Contact Financial planners Decision-Makers in Charlottesville, Virginia, United States: 69 Emails and 122 Phone Numbers

For teams that need to reach Financial planners owners in Charlottesville, Virginia, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 69 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Charlottesville.

Phone prospecting: 122 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.

Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.

Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.

Financial planners Social Media Presence and Online Activity in Charlottesville, Virginia, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Charlottesville, Virginia, United States, including 54 Facebook, 20 Instagram, and 37 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in Charlottesville, Virginia, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.

Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.

Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.

Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Charlottesville who already have an established online presence.

Download the Financial planners Database for Charlottesville, Virginia, United States: One-Time, No Subscription

If you've been searching for a verified Financial planners email list, phone number database, or business directory for Charlottesville, Virginia, United States, this is it. 125 records, instantly downloadable, starting at $10:

What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.

Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.

Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.

Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.

The List of Financial planners in Charlottesville gives you a single, reliable source of truth for the Financial planners market in Charlottesville, Virginia, United States: 125 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.

Contact Coverage

Contact Data for Financial planners in Charlottesville

125 total records · Updated August 4, 2026

122

Phone Numbers

97.6% of records

69

Email Addresses

55.2% of records

68

Both Phone & Email

54.4% complete contact info

Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.

Social Media

Social Media Coverage for Financial planners in Charlottesville

Reach your prospects across every major social platform

54

Facebook Profiles

43.2%

20

Instagram Handles

16.0%

37

LinkedIn Profiles

29.6%

15

X / Twitter Handles

12.0%

16

YouTube Channels

12.8%

Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.

Website Presence

Financial planners in Charlottesville: Website Presence Breakdown

125 total records · Updated August 4, 2026

116

Financial planners with a website

92.8% of total

9

Financial planners without a website

7.2% of total

9 businesses without a website in Charlottesville represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial planners in the Charlottesville By Ratings

6

Number of 1 star-rated Financial planners in Charlottesville

2

Number of 2 star-rated Financial planners in Charlottesville

6

Number of 3 star-rated Financial planners in Charlottesville

3

Number of 4 star-rated Financial planners in Charlottesville

24

Number of 5 star-rated Financial planners in Charlottesville

FAQ

Frequently Asked Questions about Financial planners in Charlottesville, Virginia

Everything you need to know about our financial planners database for Charlottesville, Virginia: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.

How many Financial planners are there in Charlottesville, Virginia?

There are 125 financial planners in Charlottesville, Virginia in our verified database, as of August 4, 2026. This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Charlottesville market for sales prospecting and territory planning.

How up to date is the Financial planners data for Charlottesville, Virginia?

This dataset was last updated in August 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 Charlottesville, 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 Charlottesville, Virginia?

InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Charlottesville, 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 Charlottesville, Virginia cost?

The complete financial planners leads database for Charlottesville, Virginia costs $10 as a one-time payment. You get instant access to all 125 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 Charlottesville, 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 Charlottesville, 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 Charlottesville, Virginia have phone numbers?

122 financial planners in Charlottesville, Virginia (98% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial planners in Charlottesville, Virginia have email addresses?

69 financial planners in Charlottesville, Virginia (55%) 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 Charlottesville, Virginia have both a phone number and an email address?

68 financial planners in Charlottesville, 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 Charlottesville, Virginia are active on social media?

Social profile coverage for financial planners in Charlottesville, Virginia: 37 on LinkedIn, 54 on Facebook, 20 on Instagram, 16 on YouTube, 15 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 Charlottesville, Virginia have a website?

116 financial planners in Charlottesville, Virginia (93%) have an active business website, an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.

How many Financial planners in Charlottesville, Virginia do not have a website?

9 financial planners in Charlottesville, 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 Charlottesville, Virginia?

Rating breakdown for financial planners in Charlottesville, Virginia: 24 with a 5-star rating, 3 with a 4-star rating, 6 with a 3-star rating, 2 with a 2-star rating, 6 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 Charlottesville, we offer the complete Financial planners database for Virginia and a national all-50-states version. If you buy the Charlottesville list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial planners contact data in Charlottesville, 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.

Still have questions? Contact our support team and we will get back to you within 24 hours.