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 108,614 Financial planners across United States as of June 26, 2026. The top three states in the industry are California with 10,860, followed by Florida with 7,670, and New York with 6,881.
This comprehensive List of Financial planners in United States gives you access to 81,917 records with email addresses, 106,399 with phone numbers, and 80,548 listings containing both. Additionally, over 96,323 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 62,786 Financial planners on Facebook, 34,796 on Instagram, 48,658 on X (formerly Twitter), 51,082 on LinkedIn, and 28,858 managing active YouTube channels.
Plus, over 22,172 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.
What's Inside This Dataset
81,917
Email addresses ready for campaigns
75.4%
106,399
Direct phone numbers for outreach
98.0%
80,548
Complete contacts — phone & email both
74.2%
96,323
Businesses with a live website
88.7%
Social Media Reach
62,786
34,796
51,082
28,858
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Global Food Technologies Inc | Address | Hanford | California | United States | Email | Phone | — | 3 | 4.7 | — | — | — | — | |
Guardian Life | Address | New York | New York | United States | Email | Phone | 48 | 3.3 | — | — | — | |||
Snowâs Tax & Financial Services | Address | Rector | Arkansas | United States | Email | Phone | — | 1 | 5 | — | — | — | — | |
Dreyfus Corporation | Address | New York | New York | United States | Email | Phone | 2 | 3 | — | — | — | |||
D B Mc Kenna & Co Inc | Address | Bennington | Vermont | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
Cheeseman Financial | Address | Salem | South Dakota | United States | Email | Phone | 1 | 5 | — | |||||
Steven M. Andrews, CFP | Address | Windham | New Hampshire | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Integrity Financial Planning | Address | Morgantown | West Virginia | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
Brooklyn Fi | Address | Brooklyn | New York | United States | Email | Phone | 21 | 4.8 | — | |||||
Dudurich Investment Associates | Address | Clearfield | Pennsylvania | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
USA Financial Services Inc | Address | Canton | Illinois | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Northstar Financial Planning | Address | Windham | New Hampshire | United States | Email | Phone | 1 | 5 | — | — | ||||
Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mandeville | Louisiana | United States | Email | Phone | 0 | 0 | ||||||
Tomassi Financial Planning | Address | Loveland | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Warren Street Wealth Advisors, LLC | Address | Irvine | California | United States | Email | Phone | 23 | 5 | — | — | — | — |
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 108,614 records with complete field coverage.
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108,614 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 108,614 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: 108,614 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: 81,917 Emails and 106,399 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: 81,917 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in United States.
Phone prospecting: 106,399 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 62,786 Facebook, 34,796 Instagram, and 51,082 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. 108,614 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: 108,614 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
108,614 total records · Updated June 26, 2026
106,399
Phone Numbers
81,917
Email Addresses
80,548
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
62,786
Facebook Profiles
34,796
Instagram Handles
51,082
LinkedIn Profiles
48,658
X / Twitter Handles
28,858
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.
Financial planners in United States: Website Presence Breakdown
108,614 total records · Updated June 26, 2026
96,323
Financial planners with a website
88.7% of total
12,291
Financial planners without a website
11.3% of total
12,291 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
2042
Number of 1 star-rated Financial planners in United States
1804
Number of 2 star-rated Financial planners in United States
3776
Number of 3 star-rated Financial planners in United States
2431
Number of 4 star-rated Financial planners in United States
22172
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 — from data quality and coverage to pricing and formats.
How many Financial planners are there in United States?
Our verified database contains 108,614 financial planners across United States. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the United States financial planners market for sales prospecting, competitive research, and territory planning.
Where can I buy a verified Financial planners leads database for United States?
InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for United States. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.
How do I download the Financial planners leads list for United States?
After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for United States. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.
Can I preview a sample of the Financial planners data before buying?
Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full United States financial planners database, including contact fields, social profiles, and ratings data.
What file formats is the Financial planners data available in?
The United States financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.
How much does the Financial planners database for United States cost?
The complete financial planners leads database for United States is priced at $339. This one-time purchase gives you instant access to all 108,614 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.
How many Financial planners in United States have phone numbers?
106,399 financial planners in United States (98% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting United States financial planners.
How many Financial planners in United States have email addresses?
81,917 financial planners in United States (75% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.
How many Financial planners in United States have both a phone number and email address?
80,548 financial planners in United States have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.
How many Financial planners in United States are on LinkedIn?
51,082 financial planners in United States maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.
How many Financial planners in United States have a Facebook page?
62,786 financial planners in United States have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.
How many Financial planners in United States have an Instagram profile?
34,796 financial planners in United States are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.
How many Financial planners in United States are active on X (Twitter)?
48,658 financial planners in United States maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.
How many Financial planners in United States have a YouTube channel?
28,858 financial planners in United States have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.
How many Financial planners in United States have a website?
96,323 financial planners in United States (89%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.
How many Financial planners in United States do not have a website?
12,291 financial planners in United States currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.
How many Financial planners in United States have a 5-star rating?
22,172 financial planners in United States hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.
How many Financial planners in United States have a 4-star rating?
2,431 financial planners in United States carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.
How many Financial planners in United States have a 3-star rating?
3,776 financial planners in United States have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.
How many Financial planners in United States have a 2-star rating?
1,804 financial planners in United States carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.
How many Financial planners in United States have a 1-star rating?
2,042 financial planners in United States have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.
Is the Financial planners contact data in United States legal to use for B2B outreach?
Yes. All data in our financial planners database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.
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