List of Financial advisors in District of Columbia
The District of Columbia has 158 Financial advisors in this dataset, last verified September 6, 2026. It ranks 48th of 50 states with 0.4% of the national total, between Vermont (165) and Alaska (141).
Washington is the largest city market we track, with 159 Financial advisors. That city holds 101% of the state total, so covering it reaches most of the market.
Email is harder to come by in the District of Columbia: 27 records (17.1%) include an email address, well below the national rate of 28.7%, so phone should carry more of the outreach. 152 (96.2%) list a phone number, and 26 carry both.
98.1% of Financial advisors in the District of Columbia have a website, in line with the national average of 94.7%. Only 3 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 45 rated Financial advisors in the District of Columbia, 71% hold a 5-star average, below the national figure of 79%. 2 are rated 1 to 2 stars (4.4% of rated businesses, below the national 5.8%), a natural shortlist for reputation management and review software.
Social Media Reach
9
5
11
2
YouTube
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Financial advisors List in District of Columbia
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Carson Wealth | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bank of America Financial Center | Address | Washington | District of Columbia | United States | Email | Phone | 37 | 4.5 | ||||||
 | Livengood Wealth Management | Address | Washington | District of Columbia | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Ben Tener - RBC Wealth Management Financial Advisor | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Feldman Financial Advisors | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Capital Asset Management Group | Address | Washington | District of Columbia | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Appian Wealth | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Charles Phillips | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Joseph Accurso | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Timothy Veith | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
The DC Financial Group | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | North Financial Advisors LLC | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Washington | District of Columbia | United States | Email | Phone | 4 | 4 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Mary Robinson Carter | Address | Washington | District of Columbia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wealth Over Now | Address | Washington | District of Columbia | United States | Email | Phone | 11 | 5 | — |
This is a randomized preview — the full database contains 158 records with complete field coverage.
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158 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial advisors across different territories
City | Financial advisors |
|---|---|
Washington | 159 |
What You Can Do with the List of Financial advisors in District of Columbia
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 158 Financial advisors in the District of Columbia, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in the District of Columbia
Each of these buyers can work the 158 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 158 Financial advisors in the District of Columbia.
- 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 District of Columbia
Start with the 26 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (152): 96.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (27): 17.1% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (23): 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 District of Columbia
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 (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (149): 94% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across the District of Columbia
The 158 Financial advisors in the District of Columbia are spread across 1 cities we track, so rank areas before sending reps out:
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial advisors in District of Columbia
158 records · verified September 6, 2026
- Phone numbers
- 152
- Email addresses
- 27
- Phone and email
- 26
- Websites
- 155
Google ratings· 45 rated (28%)
71% hold 5 stars
- 1-star rated
- 1
- 2.2% of rated
- 2-star rated
- 1
- 2.2% of rated
- 3-star rated
- 7
- 15.6% of rated
- 4-star rated
- 4
- 8.9% of rated
- 5-star rated
- 32
- 71.1% of rated
Social profiles:
- LinkedIn:11· 7%
- Facebook:9· 5.7%
- Instagram:5· 3.2%
- X (Twitter):5· 3.2%
- YouTube:2· 1.3%
Financial advisors in the District of Columbia are a phone-first market: 96.2% list a phone number but only 17.1% publish an email. Among 45 rated Financial advisors, 71% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
Browse datasets for Financial advisors across nearby locations
Frequently asked questions about Financial advisors in District of Columbia
Everything you need to know about our financial advisors database for District of Columbia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in District of Columbia?
There are 158 financial advisors in District of Columbia in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in District of Columbia, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for District of Columbia?
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 District of Columbia?
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 District of Columbia?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in District of Columbia 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 District of Columbia cost?
The complete financial advisors leads database for District of Columbia costs $10 as a one-time payment.
You get instant access to all 158 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 District of Columbia specifically, a one-time $10 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 District of Columbia 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 District of Columbia have phone numbers?
152 financial advisors in District of Columbia (96% 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 District of Columbia have email addresses?
27 financial advisors in District of Columbia (17%) 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 District of Columbia have both a phone number and an email address?
26 financial advisors in District of Columbia 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 District of Columbia are active on social media?
Social profile coverage for financial advisors in District of Columbia: 11 on LinkedIn, 9 on Facebook, 5 on Instagram, 2 on YouTube, 5 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 District of Columbia have a website?
155 financial advisors in District of Columbia (98%) 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 District of Columbia do not have a website?
3 financial advisors in District of Columbia 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 District of Columbia?
Rating breakdown for financial advisors in District of Columbia: 32 with a 5-star rating, 4 with a 4-star rating, 7 with a 3-star rating, 1 with a 2-star rating, 1 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 get Financial advisors data for other states or the entire US?
Yes. The national Financial advisors database covers all 50 US states, and individual state and major-city lists are also available.
If you buy District of Columbia first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial advisors contact data in District of Columbia 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.