List of Financial advisors in New York
New York has 1,542 Financial advisors in this dataset, last verified September 6, 2026. It is the fourth-largest market for Financial advisors in the United States, holding 3.8% of the national total, behind Texas (3,241) and ahead of Ohio (1,318).
Among cities, New York leads with 240, ahead of Rochester (188) and Albany (144). Together the top three hold 37% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in New York: 371 records (24.1%) include an email address, below the national rate of 28.7%, so phone should carry more of the outreach. 1,518 (98.4%) list a phone number, and 363 carry both.
93.6% of Financial advisors in New York have a website, in line with the national average of 94.7%. Only 99 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 637 rated Financial advisors in New York, 75% hold a 5-star average, in line with the national figure of 79%. 49 are rated 1 to 2 stars (7.7% of rated businesses, well above the national 5.8%), a natural shortlist for reputation management and review software.
Social Media Reach
205
124
226
83
YouTube
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Financial advisors List in New York
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Alfred Saracene - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | East Syracuse | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Prospera Financial Services New York | Address | White Plains | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Direct Advisors, a division of HUB Retirement and Wealth Management | Address | Latham | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Aspen Park Financial | Address | East Syracuse | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Sammarco, Moore, & Nice of Janney Montgomery Scott | Address | Syracuse | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Alpha Legacy Wealth Management - UBS Financial Services Inc. | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Accreux Wealth Management | Address | Buffalo | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Capital Financial Advisors of New York | Address | Clifton Park | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Eveready Financial | Address | New York | New York | United States | Email | Phone | 71 | 5 | — | — | — | — | ||
 | TMRW Financial Group | Address | Syracuse | New York | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Michael Rooney | Address | Forest Hills | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Pioneer Financial | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC | Address | Northport | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | David E. Dangler - Wilmington Advisors @ M&T | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | |||||
 | FocalPoint Wealth Management | Address | Penfield | New York | United States | Email | Phone | 3 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 1,542 records with complete field coverage.
Get the full Financial advisors database
1,542 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial advisors in New York
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 1,542 Financial advisors in New York, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in New York
Each of these buyers can work the 1,542 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 1,542 Financial advisors in New York.
- 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 New York
Start with the 363 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,518): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (371): 24.1% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (297): 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 New York
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 (49): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,337): 87% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across New York
The 1,542 Financial advisors in New York are spread across 5 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: New York, Rochester, Albany, Syracuse and Buffalo hold 54% of records in New York, the biggest clusters for in-person visits.
- Beyond the big cities: 713 records (46%) sit outside the 5 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 New York
1,542 records · verified September 6, 2026
- Phone numbers
- 1,518
- Email addresses
- 371
- Phone and email
- 363
- Websites
- 1,443
Google ratings· 637 rated (41%)
75% hold 5 stars
- 1-star rated
- 23
- 3.6% of rated
- 2-star rated
- 26
- 4.1% of rated
- 3-star rated
- 61
- 9.6% of rated
- 4-star rated
- 51
- 8% of rated
- 5-star rated
- 476
- 74.7% of rated
Social profiles:
- LinkedIn:226· 14.7%
- Facebook:205· 13.3%
- X (Twitter):131· 8.5%
- Instagram:124· 8%
- YouTube:83· 5.4%
Financial advisors in New York are a phone-first market: 98.4% list a phone number but only 24.1% publish an email. Among 637 rated Financial advisors, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial advisors in New York
Everything you need to know about our financial advisors database for New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in New York?
There are 1,542 financial advisors in New York in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in New York, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for New York?
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 New York?
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 New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in New York 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 New York cost?
The complete financial advisors leads database for New York costs $15 as a one-time payment.
You get instant access to all 1,542 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 New York specifically, a one-time $15 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 New York 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 New York have phone numbers?
1,518 financial advisors in New York (98% 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 New York have email addresses?
371 financial advisors in New York (24%) 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 New York have both a phone number and an email address?
363 financial advisors in New York 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 New York are active on social media?
Social profile coverage for financial advisors in New York: 226 on LinkedIn, 205 on Facebook, 124 on Instagram, 83 on YouTube, 131 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 New York have a website?
1,443 financial advisors in New York (94%) 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 New York do not have a website?
99 financial advisors in New York 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 New York?
Rating breakdown for financial advisors in New York: 476 with a 5-star rating, 51 with a 4-star rating, 61 with a 3-star rating, 26 with a 2-star rating, 23 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 New York 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 New York 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.