List of Financial planners in Reston
Reston, Virginia, has 134 Financial planners in this dataset, last verified September 6, 2026. Among the 9 Virginia cities we track, it ranks 7th, between Charlottesville (145) and Henrico (127). Local listings make up 3.8% of all Financial planners in Virginia.
46 Financial planners in Reston list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Virginia average, 35.8% against 51.7%, so expect phone (98.5% coverage) to do most of the work.
With 98.5% already online (above 91.2% across Virginia), only 2 Financial planners in Reston lack a website, so site improvements and SEO are the stronger pitch. 13 of their websites list a contact page URL.
63% of the 48 rated Financial planners in Reston hold a 5-star average, below the Virginia figure of 74%. The 2 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
34
12
33
14
YouTube
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Financial planners List in Reston
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor James FitzGerald | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Armed Forces Mutual | Address | Reston | Virginia | United States | Email | Phone | 1 | 1 | ||||||
 | Apella Wealth | Address | Reston | Virginia | United States | Email | Phone | 3 | 3.3 | — | |||||
Miye Wire, LLC | Address | Reston | Virginia | United States | Email | Phone | 2 | 3 | — | — | — | — | |||
 | MAI Capital Management | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Adam Searle | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Ryan Albrecht - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Mounir Benbatoul - Morgan Stanley | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Vocare Wealth Advisors | Address | Reston | Virginia | United States | Email | Phone | 16 | 5 | — | — | — | |||
 | Carolyn Bizilia - Morgan Stanley | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Christopher Neary | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Robert Testwuide | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bradford Jeter - Morgan Stanley | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor John Bocek | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | John W. Crane, CLU, ChFC, MBA | Address | Reston | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 134 records with complete field coverage.
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134 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Reston
Most popular business categories across Reston
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Reston
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 134 Financial planners in Reston, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Reston, Virginia
Each of these buyers can work the 134 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 134 Financial planners in Reston.
- 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 Reston, Virginia
Start with the 46 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (132): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (48): 35.8% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (34): 25.4% 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 Reston, 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 (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (100): 75% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Reston
With 134 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 134 Financial planners in Reston and plan visit days by neighborhood.
- Postal code patches: split Reston 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 Reston accounts are covered.
Data Coverage for Financial planners in Reston
134 records · verified September 6, 2026
- Phone numbers
- 132
- Email addresses
- 48
- Phone and email
- 46
- Websites
- 132
Google ratings· 48 rated (36%)
63% hold 5 stars
- 1-star rated
- 2
- 4.2% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 10
- 20.8% of rated
- 4-star rated
- 6
- 12.5% of rated
- 5-star rated
- 30
- 62.5% of rated
Social profiles:
- Facebook:34· 25.4%
- LinkedIn:33· 24.6%
- YouTube:14· 10.4%
- X (Twitter):13· 9.7%
- Instagram:12· 9%
Financial planners in Reston are a mixed-channel, Facebook-heavy market: 98.5% list a phone number and 35.8% publish an email. Among 48 rated Financial planners, 63% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Reston, Virginia
Everything you need to know about our financial planners database for Reston, Virginia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Reston, Virginia?
There are 134 financial planners in Reston, Virginia in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Reston market for sales prospecting and territory planning.
How up to date is the Financial planners data for Reston, 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 Reston, 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 Reston, Virginia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Reston, 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 Reston, Virginia cost?
The complete financial planners leads database for Reston, Virginia costs $10 as a one-time payment.
You get instant access to all 134 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 Reston, 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 Reston, 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 Reston, Virginia have phone numbers?
132 financial planners in Reston, Virginia (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 Reston, Virginia have email addresses?
48 financial planners in Reston, Virginia (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 Reston, Virginia have both a phone number and an email address?
46 financial planners in Reston, 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 Reston, Virginia are active on social media?
Social profile coverage for financial planners in Reston, Virginia: 33 on LinkedIn, 34 on Facebook, 12 on Instagram, 14 on YouTube, 13 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 Reston, Virginia have a website?
132 financial planners in Reston, Virginia (99%) 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 Reston, Virginia do not have a website?
2 financial planners in Reston, 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 Reston, Virginia?
Rating breakdown for financial planners in Reston, Virginia: 30 with a 5-star rating, 6 with a 4-star rating, 10 with a 3-star rating, 0 with a 2-star rating, 2 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 Reston, we offer the complete Financial planners database for Virginia and a national all-50-states version.
If you buy the Reston list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Reston, 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.