List of Financial planners in United States
The United States has 141,109 Financial planners in this dataset, last verified September 9, 2026. California leads with 14,655, ahead of Texas (10,626) and Florida (9,329). Together the top three states account for just 25% of the market, and it takes 10 of 51 states to reach half of all records, so Financial planners are spread widely across the country rather than clustered in a few markets.
Email coverage is solid for Financial planners: 69,611 records (49.3%) include an email address alongside 138,575 (98.2%) with a phone number, and 68,959 carry both for multi-channel outreach.
Web presence is close to universal: 90.3% of Financial planners in the United States have a website and only 13,646 do not, so agencies will find more demand for redesigns and SEO than for first-time builds. Of the websites on record, 29,271 (23%) include a contact page URL.
38% of Financial planners carry Google ratings, and 70% of rated businesses average 5 stars while 20% sit in the 3 to 4 star range, so rating works as a real quality filter. The 5,316 businesses rated 1 to 2 stars are candidates for reputation management outreach.
Social Media Reach
42,689
18,830
28,269
13,918
YouTube
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Financial planners List in United States
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor Gustavo Carvajal | Address | Fort Lauderdale | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Larry Lavorini - Financial Advisor, Ameriprise Financial Services, LLC | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Jeff Smith, ChFC® | Address | Merritt Island | Florida | United States | Email | Phone | 9 | 5 | — | — | — | — | ||
 | Thomas Ballard - Financial Advisor, Ameriprise Financial Services, LLC | Address | Katy | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Dirk J. Lebar - Associate Advisor, Ameriprise Financial Services, LLC | Address | Leawood | Kansas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Merrill Lynch Financial Advisor Dalton Waldrop | Address | Boulder | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Alissa Hyres | Address | Hartford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Tri-Quest Investment Advisors | Address | Fresno | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Advisors Group | Address | Lubbock | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Greg Mills, AAMS® | Address | Quitman | Texas | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Kimbrough Law | Address | Gainesville | Georgia | United States | Email | Phone | 8 | 4.5 | — | — | — | — | ||
 | First Horizon Bank - Knoxville, TN - Chapman Hwy | Address | Knoxville | Tennessee | United States | Email | Phone | 49 | 3.7 | ||||||
 | Jeffrey McIntosh QPFC® | Address | Bellevue | Washington | United States | Email | Phone | 25 | 5 | — | — | ||||
 | Sara Janes R Hoag: Primerica - Financial Services | Address | Londonderry | New Hampshire | United States | Email | Phone | 2 | 5 | — | |||||
Curtis Knauss | Address | Newport Beach | California | United States | Email | Phone | — | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 141,109 records with complete field coverage.
Get the full Financial planners database
141,109 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in United States
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 141,109 Financial planners in the United States, with the fields to call, email, segment and map them.
Who Sells to Financial planners in the United States
Each of these buyers can work the 141,109 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 141,109 Financial planners 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 68,959 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (138,575): 98.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (69,611): 49.3% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (42,689): 30.3% 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 planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (5,316): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (98,420): 70% 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 141,109 Financial planners 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 3.2% 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 planners 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 planners in United States
141,109 records · verified September 9, 2026
- Phone numbers
- 138,575
- Email addresses
- 69,611
- Phone and email
- 68,959
- Websites
- 127,463
Google ratings· 54,299 rated (38%)
70% hold 5 stars
- 1-star rated
- 2,377
- 4.4% of rated
- 2-star rated
- 2,939
- 5.4% of rated
- 3-star rated
- 6,560
- 12.1% of rated
- 4-star rated
- 4,562
- 8.4% of rated
- 5-star rated
- 37,861
- 69.7% of rated
Social profiles:
- Facebook:42,689· 30.3%
- LinkedIn:28,269· 20%
- Instagram:18,830· 13.3%
- X (Twitter):17,177· 12.2%
- YouTube:13,918· 9.9%
Financial planners in the United States are a mixed-channel, Facebook-heavy market: 98.2% list a phone number and 49.3% publish an email. Among 54,299 rated Financial planners, 70% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
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 September 9, 2026.
How many Financial planners are there in United States?
There are 141,109 financial planners 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 planners 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 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 141,109 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?
138,575 financial planners 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 planners in United States have email addresses?
69,611 financial planners in United States (49%) 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?
68,959 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: 28,269 on LinkedIn, 42,689 on Facebook, 18,830 on Instagram, 13,918 on YouTube, 17,177 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?
127,463 financial planners in United States (90%) 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 United States do not have a website?
13,646 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: 37,861 with a 5-star rating, 4,562 with a 4-star rating, 6,560 with a 3-star rating, 2,939 with a 2-star rating, 2,377 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.