List of Financial consultants in United States
The United States has 144,964 Financial consultants in this dataset, last verified September 9, 2026. California leads with 14,396, ahead of Texas (10,840) and Florida (10,045). Together the top three states account for just 24% of the market, and it takes 10 of 51 states to reach half of all records, so Financial consultants are spread widely across the country rather than clustered in a few markets.
Email coverage is solid for Financial consultants: 67,965 records (46.9%) include an email address alongside 141,763 (97.8%) with a phone number, and 67,286 carry both for multi-channel outreach.
Web presence is close to universal: 88.7% of Financial consultants in the United States have a website and only 16,381 do not, so agencies will find more demand for redesigns and SEO than for first-time builds. Of the websites on record, 26,903 (21%) include a contact page URL.
39% of Financial consultants carry Google ratings, and among rated businesses 70% hold a 5-star average, a heavily skewed distribution typical of small operators with few reviews. A sizeable 5,859 (10% of rated businesses) sit at 1 to 2 stars, a strong pool for reputation management outreach.
Social Media Reach
60,337
19,513
45,512
12,078
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 144,964+ verified records
$678
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial consultants List in United States
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 Sieber-Farrell Group - UBS Financial Services Inc. | Address | Raleigh | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Nishan Mootafian, CRPC | Address | Peabody | Massachusetts | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS® | Address | Oroville | California | United States | Email | Phone | 2 | 5 | — | — | ||||
 | Terry Webb - Financial Advisor, Ameriprise Financial Services, LLC | Address | Norwich | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Merrill Lynch Financial Advisor Bishop Jones | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Andrew Latino - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Rockford | Illinois | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | The Albany Group | Address | Decatur | Alabama | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Aruna Maheshwari | Address | Springfield | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Gio Gonzalez-Rodrigue: Primerica - Financial Services | Address | Riverside | California | United States | Email | Phone | 14 | 4.6 | — | |||||
 | Kari Hancock - Financial Advisor, Ameriprise Financial Services, LLC | Address | Kennewick | Washington | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Dustin H Zanders | Address | Belton | Texas | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Annex Wealth Management, Madison Branch | Address | Madison | Wisconsin | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Wealth Planning Services, Inc | Address | Troy | Michigan | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
HealthEdge Investment Partners | Address | Tampa | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
John A Schram CFP | Address | Spokane | Washington | United States | Email | Phone | — | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 144,964 records with complete field coverage.
Get the full Financial consultants database
144,964 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial consultants across different territories
What You Can Do with the List of Financial consultants in United States
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 144,964 Financial consultants in the United States, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in the United States
Each of these buyers can work the 144,964 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 144,964 Financial consultants 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 Facebook Outreach in the United States
Start with the 67,286 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (141,763): 97.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (67,965): 46.9% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (60,337): 41.6% 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 the United States
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- No website listed (16,381): 11% of Financial consultants in the United States have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (5,859): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (84,627): 58% 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 144,964 Financial consultants across 51 states, so split the list before assigning reps:
- Priority states: California, Texas, Florida, New York and Illinois hold 35% of all records, a natural first territory for field or regional reps.
- Long-tail states: the 10 smallest states hold 3.3% 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 consultants 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 consultants in United States
144,964 records · verified September 9, 2026
- Phone numbers
- 141,763
- Email addresses
- 67,965
- Phone and email
- 67,286
- Websites
- 128,583
Google ratings· 56,652 rated (39%)
70% hold 5 stars
- 1-star rated
- 2,531
- 4.5% of rated
- 2-star rated
- 3,328
- 5.9% of rated
- 3-star rated
- 6,407
- 11.3% of rated
- 4-star rated
- 4,467
- 7.9% of rated
- 5-star rated
- 39,919
- 70.5% of rated
Social profiles:
- Facebook:60,337· 41.6%
- LinkedIn:45,512· 31.4%
- Instagram:19,513· 13.5%
- X (Twitter):18,066· 12.5%
- YouTube:12,078· 8.3%
Financial consultants in the United States are a mixed-channel, Facebook-heavy market: 97.8% list a phone number and 46.9% publish an email. Among 56,652 rated Financial consultants, 70% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial consultants by Location
Browse datasets for Financial consultants across nearby locations
Frequently asked questions about Financial consultants in United States
Everything you need to know about our financial consultants database for United States: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial consultants are there in United States?
There are 144,964 financial consultants in United States in our verified database, as of September 9, 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 consultants data for United States?
This dataset was last updated in September 9, 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 consultants 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 consultants businesses in United States?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants 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 consultants database for United States cost?
The complete financial consultants leads database for United States costs $339 as a one-time payment.
You get instant access to all 144,964 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 consultants contacts in United States specifically, a one-time $339 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 consultants 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 consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants 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 consultants in United States have phone numbers?
141,763 financial consultants 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 consultants in United States have email addresses?
67,965 financial consultants in United States (47%) 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 consultants in United States have both a phone number and an email address?
67,286 financial consultants 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 consultants in United States are active on social media?
Social profile coverage for financial consultants in United States: 45,512 on LinkedIn, 60,337 on Facebook, 19,513 on Instagram, 12,078 on YouTube, 18,066 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 consultants in United States have a website?
128,583 financial consultants in United States (89%) 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 consultants in United States do not have a website?
16,381 financial consultants 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 consultants in United States?
Rating breakdown for financial consultants in United States: 39,919 with a 5-star rating, 4,467 with a 4-star rating, 6,407 with a 3-star rating, 3,328 with a 2-star rating, 2,531 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 consultants 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 consultants 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.