List of Financial advisors in United States
The United States has 40,780 Financial advisors in this dataset, last verified September 6, 2026. California leads with 5,783, ahead of Florida (3,928) and Texas (3,241). Together the top three hold 32% of the market and 9 states cover half of all records, a moderate level of concentration.
Phone is the dominant contact channel for Financial advisors: 40,144 records (98.4%) include a direct phone number, while 11,697 (28.7%) include an email address and 11,533 carry both, enabling multi-channel outreach.
Web presence is close to universal: 94.7% of Financial advisors in the United States have a website and only 2,161 do not, so agencies will find more demand for redesigns and SEO than for first-time builds. Of the websites on record, 6,557 (17%) include a contact page URL.
44% of Financial advisors carry Google ratings, and among rated businesses 79% hold a 5-star average, a heavily skewed distribution typical of small operators with few reviews. The 1,051 businesses rated 1 to 2 stars are candidates for reputation management outreach.
Social Media Reach
5,781
3,525
5,407
2,074
YouTube
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Financial advisors List in United States
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | FintelAgency | Address | Opa Locka | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Engles & Associates - Ameriprise Financial Services, LLC | Address | Green Bay | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Baystate Financial - Brad Martin | Address | Colchester | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Paul C Sexton, AAMS® | Address | Kensington | Maryland | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Boise | Idaho | United States | Email | Phone | 6 | 1.8 | — | — | — | — | ||
 | KDWallStreet Investment Advisor, LLC | Address | Topeka | Kansas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Northwestern Mutual Life Insurance: Kenney James | Address | Albany | New York | United States | Email | Phone | 1 | 5 | — | |||||
 | First Commerce Credit Union | Address | Tallahassee | Florida | United States | Email | Phone | 91 | 4.5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Kyler J Gaskey, CFP® | Address | Salem | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Signature Estate & Investment Advisors, LLC | Address | Beaverton | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rivertree Wealth | Address | Little Rock | Arkansas | United States | Email | Phone | 26 | 5 | — | — | ||||
 | Edward Jones - Financial Advisor: Thomas D Johnson, AAMS® | Address | Summerville | South Carolina | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | The Kenwood Wealth Management Group - Morgan Stanley | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
ELE Wealth Management | Address | Southfield | Michigan | United States | Email | Phone | 16 | 5 | — | — | — | — | |||
 | Richard White - Branch Manager, Ameriprise Financial Services, LLC | Address | Richmond | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 40,780 records with complete field coverage.
Get the full Financial advisors database
40,780 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial advisors across different territories
What You Can Do with the List of Financial advisors in United States
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 40,780 Financial advisors in the United States, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in the United States
Each of these buyers can work the 40,780 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 40,780 Financial advisors in the United States.
- 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 Contact Form Outreach in the United States
Start with the 11,533 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (40,144): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (11,697): 28.7% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (6,557): businesses with a contact page URL give you another way in when no email is listed.
- 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 the United States
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (1,051): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (34,999): 86% have no Facebook page on record, an opening for social media management agencies.
Plan Sales Territories Across the United States
The United States spreads its 40,780 Financial advisors across 50 states, so split the list before assigning reps:
- Priority states: California, Florida, Texas, New York and Ohio hold 39% of all records, a natural first territory for field or regional reps.
- Long-tail states: the 10 smallest states hold 4.8% of records combined, better covered by inside sales and email than by field visits.
- Territory mapping: records include latitude and longitude, so you can plot Financial advisors by state, draw territories and balance accounts between reps.
- Market sizing: compare state and city counts to size demand before launching a product or opening a new region.
Data Coverage for Financial advisors in United States
40,780 records · verified September 6, 2026
- Phone numbers
- 40,144
- Email addresses
- 11,697
- Phone and email
- 11,533
- Websites
- 38,619
Google ratings· 18,094 rated (44%)
79% hold 5 stars
- 1-star rated
- 635
- 3.5% of rated
- 2-star rated
- 416
- 2.3% of rated
- 3-star rated
- 1,446
- 8% of rated
- 4-star rated
- 1,253
- 6.9% of rated
- 5-star rated
- 14,344
- 79.3% of rated
Social profiles:
- Facebook:5,781· 14.2%
- LinkedIn:5,407· 13.3%
- Instagram:3,525· 8.6%
- X (Twitter):3,141· 7.7%
- YouTube:2,074· 5.1%
Financial advisors in the United States are a phone-first market: 98.4% list a phone number but only 28.7% publish an email. Among 18,094 rated Financial advisors, 79% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
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Frequently asked questions about Financial advisors in United States
Everything you need to know about our financial advisors database for United States: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in United States?
There are 40,780 financial advisors in United States in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across all 50 US states, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for United States?
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 advisors database for United States?
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 advisors businesses in United States?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in United States as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for United States cost?
The complete financial advisors leads database for United States costs $199 as a one-time payment.
You get instant access to all 40,780 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 advisors contacts in United States specifically, a one-time $199 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 advisors 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 United States financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors 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 advisors in United States have phone numbers?
40,144 financial advisors in United States (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in United States have email addresses?
11,697 financial advisors in United States (29%) 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 advisors in United States have both a phone number and an email address?
11,533 financial advisors in United States 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 advisors in United States are active on social media?
Social profile coverage for financial advisors in United States: 5,407 on LinkedIn, 5,781 on Facebook, 3,525 on Instagram, 2,074 on YouTube, 3,141 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 advisors in United States have a website?
38,619 financial advisors in United States (95%) 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 advisors in United States do not have a website?
2,161 financial advisors in United States 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 advisors in United States?
Rating breakdown for financial advisors in United States: 14,344 with a 5-star rating, 1,253 with a 4-star rating, 1,446 with a 3-star rating, 416 with a 2-star rating, 635 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 filter this national Financial advisors database by state or city?
Yes. Every record includes state and city fields, so the national file filters instantly in Excel, Google Sheets, or your CRM.
Buying national is usually cheaper than buying several states separately: one file, every US market.
Is the Financial advisors contact data in United States 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.