Verified B2B Dataset

List of Financial advisors in Florida

Florida has 3,928 Financial advisors in this dataset, last verified September 6, 2026. It is the second-largest market for Financial advisors in the United States, holding 9.6% of the national total, behind California (5,783) and ahead of Texas (3,241).

Among cities, Miami leads with 264, ahead of San Antonio (239) and Boca Raton (239). Together the top three hold only 19% of all Financial advisors in Florida, so the market reaches well beyond its biggest cities.

Email is harder to come by in Florida: 864 records (22%) include an email address, below the national rate of 28.7%, so phone should carry more of the outreach. 3,894 (99.1%) list a phone number, and 856 carry both.

94.6% of Financial advisors in Florida have a website, in line with the national average of 94.7%. Only 214 lack a site, so pitch redesigns and SEO rather than first-time builds.

Among the 1,753 rated Financial advisors in Florida, 77% hold a 5-star average, in line with the national figure of 79%. 108 are rated 1 to 2 stars (6.2% of rated businesses, in line with the national 5.8%), a natural shortlist for reputation management and review software.

3928
Total Records
864
Email Coverage
3894
Phone Coverage
3714
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

472

Facebook

310

Instagram

482

LinkedIn

222

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 6, 2026

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Sample Preview

Financial advisors List in Florida

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Financial Legacy Wealth Advisors logo

Financial Legacy Wealth Advisors

Address
Fort MyersFloridaUnited States
Email
Phone
2
5
————
Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC® logo

Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC®

Address
Cape CoralFloridaUnited States
Email
Phone
4
3
————
Edward Jones - Financial Advisor: Marcie Hibbs logo

Edward Jones - Financial Advisor: Marcie Hibbs

Address
HollywoodFloridaUnited States
Email
Phone
1
4
————
Merrill Lynch Financial Advisor Gorsan Semsettin logo

Merrill Lynch Financial Advisor Gorsan Semsettin

Address
Delray BeachFloridaUnited States
Email
Phone
0
0
————
Gwen C Smith - Financial Advisor, Ameriprise Financial Services, LLC logo

Gwen C Smith - Financial Advisor, Ameriprise Financial Services, LLC

Address
Boca RatonFloridaUnited States
Email
Phone
0
0
————
Northwestern Mutual logo

Northwestern Mutual

Address
Winter ParkFloridaUnited States
Email
Phone
3
2.3
—
Christian Morales - TD Wealth Financial Advisor logo

Christian Morales - TD Wealth Financial Advisor

Address
Coconut CreekFloridaUnited States
Email
Phone
0
0
————
Chaudron Financial Group logo

Chaudron Financial Group

Address
PensacolaFloridaUnited States
Email
Phone
1
5
————
Jordan Brand - Morgan Stanley Financial Advisor logo

Jordan Brand - Morgan Stanley Financial Advisor

Address
Palm Beach GardensFloridaUnited States
Email
Phone
0
0
————
Merrill Lynch Financial Advisor Kyle Stanutz logo

Merrill Lynch Financial Advisor Kyle Stanutz

Address
NaplesFloridaUnited States
Email
Phone
0
0
————
Palmora Family Wealth logo

Palmora Family Wealth

Address
ClearwaterFloridaUnited States
Email
Phone
0
0
————
Merrill Lynch Financial Advisor George Perez logo

Merrill Lynch Financial Advisor George Perez

Address
MiamiFloridaUnited States
Email
Phone
0
0
————
Gwynn Moore & Associates Inc logo

Gwynn Moore & Associates Inc

Address
Delray BeachFloridaUnited States
Email
Phone
1
5
————

American Financial Solutions

Address
ClearwaterFloridaUnited States
Email
Phone
—0
0
————
Merrill Lynch Financial Advisor Alyssa Scoon logo

Merrill Lynch Financial Advisor Alyssa Scoon

Address
OcalaFloridaUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 3,928 records with complete field coverage.

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3,928 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Use Cases

What You Can Do with the List of Financial advisors in Florida

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 3,928 Financial advisors in Florida, with the fields to call, email, segment and map them.

Who Sells to Financial advisors in Florida

Each of these buyers can work the 3,928 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 3,928 Financial advisors in Florida.
  • 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 Florida

Start with the 856 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (3,894): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (864): 22% of records include an email address, so use email as a follow-up touch rather than the lead channel.
  • Website contact forms (509): 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 Florida

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 (108): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (3,456): 88% have no Facebook page on record, an opening for social media management agencies.

Prioritize Cities Across Florida

The 3,928 Financial advisors in Florida are spread across 16 cities we track and many smaller towns, so rank areas before sending reps out:

  • Top city markets: Miami, San Antonio, Boca Raton, Tampa and Sarasota hold 30% of records in Florida, the biggest clusters for in-person visits.
  • Beyond the big cities: 1,114 records (28%) sit outside the 16 cities with their own list, reachable by phone and email without travel.
  • 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 Florida

3,928 records · verified September 6, 2026

Phone numbers
3,894
Email addresses
864
Phone and email
856
Websites
3,714

Google ratings· 1,753 rated (45%)

77% hold 5 stars

1-star rated
68
3.9% of rated
2-star rated
40
2.3% of rated
3-star rated
167
9.5% of rated
4-star rated
120
6.8% of rated
5-star rated
1,358
77.5% of rated

Social profiles:

  • LinkedIn:482· 12.3%
  • Facebook:472· 12%
  • Instagram:310· 7.9%
  • X (Twitter):263· 6.7%
  • YouTube:222· 5.7%

Financial advisors in Florida are a phone-first market: 99.1% list a phone number but only 22% publish an email. Among 1,753 rated Financial advisors, 77% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Frequently asked questions about Financial advisors in Florida

Everything you need to know about our financial advisors database for Florida: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial advisors are there in Florida?

There are 3,928 financial advisors in Florida in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Florida, for sales prospecting, competitive research, and territory planning.

How up to date is the Financial advisors data for Florida?

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 Florida?

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 Florida?

InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Florida 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 Florida cost?

The complete financial advisors leads database for Florida costs $36 as a one-time payment.

You get instant access to all 3,928 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 Florida specifically, a one-time $36 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 Florida 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 Florida have phone numbers?

3,894 financial advisors in Florida (99% 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 Florida have email addresses?

864 financial advisors in Florida (22%) 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 Florida have both a phone number and an email address?

856 financial advisors in Florida 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 Florida are active on social media?

Social profile coverage for financial advisors in Florida: 482 on LinkedIn, 472 on Facebook, 310 on Instagram, 222 on YouTube, 263 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 Florida have a website?

3,714 financial advisors in Florida (95%) 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 Florida do not have a website?

214 financial advisors in Florida 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 Florida?

Rating breakdown for financial advisors in Florida: 1,358 with a 5-star rating, 120 with a 4-star rating, 167 with a 3-star rating, 40 with a 2-star rating, 68 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 Florida 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 Florida 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.