List of Financial planners in United States
Looking for a verified List of Financial planners in United States to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 116,274 Financial planners across United States as of August 4, 2026. The top three states in the industry are California with 11,942, followed by Florida with 8,152, and Texas with 7,864.
This comprehensive List of Financial planners in United States gives you access to 48,942 records with email addresses, 114,159 with phone numbers, and 48,449 listings containing both. Additionally, over 103,788 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 41,883 Financial planners on Facebook, 17,207 on Instagram, 15,567 on X (formerly Twitter), 25,801 on LinkedIn, and 14,301 managing active YouTube channels.
Plus, over 27,941 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 United States provides everything for you to connect with active, visible, and verified businesses.
Social Media Reach
41,883
17,207
25,801
14,301
YouTube
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Financial planners List in United States
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Morgan Financial & Retirement Planning of Raymond James | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Edward Jones - Financial Advisor: Blake A Thomason | Address | Wichita Falls | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Mission Wealth Management Group of Raymond James | Address | Wildwood | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Equitable Advisors: Kalin Emans | Address | Toledo | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Dan Carver III - Financial Advisor, Ameriprise Financial Services, LLC | Address | Sainte Genevieve | Missouri | United States | Email | Phone | 8 | 5 | — | — | — | |||
Merrill Lynch Financial Advisor Nathaniel Donnelly | Address | Frisco | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC | Address | Lafayette | Louisiana | United States | Email | Phone | 2 | 5 | — | — | — | |||
First Horizon Bank - Crowley, LA - N Parkerson Ave | Address | Crowley | Louisiana | United States | Email | Phone | 27 | 2.6 | ||||||
Kellen Quackenbush | Address | Pittsburgh | Pennsylvania | United States | Email | Phone | 0 | 0 | ||||||
Net Worth Advisors | Address | Waterloo | Iowa | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Merrill Lynch Financial Advisor Bruce Beagley | Address | East Weymouth | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Whitman Wealth Management | Address | Ponte Vedra | Florida | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
Bashir Financial Services | Address | Henrico | Virginia | United States | Email | Phone | — | 6 | 3.7 | — | — | — | — | |
Daniel Nava - TD Wealth Financial Advisor | Address | Bronx | New York | United States | Email | Phone | 0 | 0 | ||||||
TJ Sherman - Thrivent | Address | Saint Louis | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — |
Verified Data
Every record is cross-verified for accuracy before delivery.
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 116,274 records with complete field coverage.
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116,274 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top cities for Financial planners in United States
Cities ranked by number of businesses in this category
City | Financial planners |
|---|---|
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in United States
The List of Financial planners in United States is a structured market intelligence dataset with 116,274 verified Financial planners records covering the full 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 United States: 116,274 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 United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in 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 United States.
Franchise & expansion research: Use the full 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 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 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 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 United States: 48,942 Emails and 114,159 Phone Numbers
For teams that need to reach Financial planners owners in United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 48,942 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in United States.
Phone prospecting: 114,159 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 United States
Beyond contact details, this dataset maps the online footprint of Financial planners in United States, including 41,883 Facebook, 17,207 Instagram, and 25,801 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in 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 United States who already have an established online presence.
Download the Financial planners Database for 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 United States, this is it. 116,274 records, instantly downloadable, starting at $339:
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 $339. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial planners in United States gives you a single, reliable source of truth for the Financial planners market in United States: 116,274 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 Data for Financial planners in United States
116,274 total records · Updated August 4, 2026
114,159
Phone Numbers
48,942
Email Addresses
48,449
Both Phone & Email
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 Coverage for Financial planners in United States
Reach your prospects across every major social platform
41,883
Facebook Profiles
17,207
Instagram Handles
25,801
LinkedIn Profiles
15,567
X / Twitter Handles
14,301
YouTube Channels
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.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in United States: Website Presence Breakdown
116,274 total records · Updated August 4, 2026
103,788
Financial planners with a website
89.3% of total
12,486
Financial planners without a website
10.7% of total
12,486 businesses without a website in United States represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the United States By Ratings
2139
Number of 1 star-rated Financial planners in United States
3001
Number of 2 star-rated Financial planners in United States
5914
Number of 3 star-rated Financial planners in United States
3895
Number of 4 star-rated Financial planners in United States
27941
Number of 5 star-rated Financial planners in United States
Frequently Asked Questions about Financial planners in United States
Everything you need to know about our financial planners database for United States: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.
How many Financial planners are there in United States?
There are 116,274 financial planners in United States in our verified database, as of August 4, 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 planners data for United States?
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 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 planners businesses in United States?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners 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 planners database for United States cost?
The complete financial planners leads database for United States costs $339 as a one-time payment. You get instant access to all 116,274 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 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 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 United States 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 United States have phone numbers?
114,159 financial planners in United States (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 United States have email addresses?
48,942 financial planners in United States (42%) 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 United States have both a phone number and an email address?
48,449 financial planners 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 planners in United States are active on social media?
Social profile coverage for financial planners in United States: 25,801 on LinkedIn, 41,883 on Facebook, 17,207 on Instagram, 14,301 on YouTube, 15,567 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 United States have a website?
103,788 financial planners in United States (89%) 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 United States do not have a website?
12,486 financial planners 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 planners in United States?
Rating breakdown for financial planners in United States: 27,941 with a 5-star rating, 3,895 with a 4-star rating, 5,914 with a 3-star rating, 3,001 with a 2-star rating, 2,139 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 planners 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 planners 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.
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