Verified B2B Dataset

List of Financial advisors in New York

Looking for a verified List of Financial advisors in New York to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 203 Financial advisors across New York, United States as of April 26, 2026.

This comprehensive List of Financial advisors in New York gives you access to 152 records with email addresses, 199 with phone numbers, and 150 listings containing both. Additionally, over 186 Financial advisors include verified websites many featuring direct contact page URLs to make outreach fast and efficient.

Our data also highlights strong social media engagement, with 80 Financial advisors on Facebook, 32 on Instagram, 44 on X (formerly Twitter), 80 on LinkedIn, and 25 managing active YouTube channels.

Plus, over 46 Financial advisors 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 advisors in New York provides everything for you to connect with active, visible, and verified businesses.

203+
Total Records
74.9%
Email Coverage
98.0%
Phone Coverage
3000+
States
Last Updated: April 26, 2026

What's Inside This Dataset

152

Email addresses ready for campaigns

74.9%

199

Direct phone numbers for outreach

98.0%

150

Complete contacts โ€” phone & email both

73.9%

186

Businesses with a live website

91.6%

Social Media Reach

80

Facebook

32

Instagram

80

LinkedIn

25

YouTube

CSV ยท XLSX
Verified & accurate
Instant download
Updated April 26, 2026

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Sample Preview

Financial advisors List in New York

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

The Eaton Center

Address
NorwichNew YorkUnited States
Email
Phone
82
4
โ€”โ€”โ€”

PlanningWealth WNY

Address
DunkirkNew YorkUnited States
Email
Phone
0
0
โ€”โ€”โ€”โ€”

Cedarwood Financial Partners

Address
OleanNew YorkUnited States
Email
Phone
0
0
โ€”โ€”

H&H Financial Group

Address
TrumansburgNew YorkUnited States
Email
Phone
2
5
โ€”โ€”

BCK Partners, Inc.

Address
CorningNew YorkUnited States
Email
Phone
1
5
โ€”โ€”โ€”

Acre Equity Advisors

Address
CanandaiguaNew YorkUnited States
Email
Phone
0
0
โ€”โ€”โ€”โ€”

Smith Wealth Management- Richard Smith

Address
Glens FallsNew YorkUnited States
Email
Phone
โ€”0
0
โ€”โ€”โ€”โ€”

Dunuwila Wealth Management

Address
FayettevilleNew YorkUnited States
Email
Phone
10
5
โ€”โ€”โ€”

Sica | Fletcher, LLC

Address
AmityvilleNew YorkUnited States
Email
Phone
0
0
โ€”โ€”

Allied Financial Services, Inc.

Address
PerryNew YorkUnited States
Email
Phone
0
0
โ€”โ€”โ€”โ€”

ClearPath Advisors

Address
New PaltzNew YorkUnited States
Email
Phone
0
0
โ€”โ€”โ€”โ€”

CHS Wealth Management & CPAs

Address
Saratoga SpringsNew YorkUnited States
Email
Phone
0
0
โ€”โ€”โ€”

Li Huo, Financial Advisor - Eagle Strategies

Address
FlushingNew YorkUnited States
Email
Phone
0
0

Encompass Advisors

Address
BrevardNorth CarolinaUnited States
Email
Phone
2
1
โ€”โ€”

Cash app

Address
Twin FallsIdahoUnited States
Email
Phone
โ€”0
0
โ€”โ€”โ€”โ€”

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 โ€” the full database contains 203 records with complete field coverage.

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203 verified records โ€” emails, phones, social profiles and more. One-time payment, instant download.

Verified data Instant download Full field coverage
One-time payment ยท No subscription ยท $10 only
Use Cases

How List of Financial advisors in New York Can Power Your Growth

Reaching the right decision-makers in the Financial advisors industry is the hardest part of any B2B campaign. Our List of Financial advisors in New York gives you 203 contacts โ€” including 152 emails and 199 phone numbers โ€” ready for outreach across every channel.

Sales Outreach & Lead Generation for Financial advisors in New York, United States

Stop wasting time on manual research. With 203 Financial advisors contacts โ€” including 152 emails and 199 direct phone numbers โ€” your team can build a full pipeline and start closing faster:

Cold Email & Calling: Launch multi-step email sequences and direct phone outreach to Financial advisors owners in New York. Pair both channels to increase reply rates by 3โ€“4x.

SMS & Voicemail Drops: Reach decision-makers through underused channels with exceptional open rates, complementing your email efforts.

CRM-Ready Import: Upload instantly into Salesforce, HubSpot, Zoho, or Pipedrive and start prospecting within minutes of purchase.

Omni-Channel Sequences: Run a synchronized Day 1 LinkedIn โ†’ Day 3 Email โ†’ Day 5 Call โ†’ Day 8 Retargeting sequence for 3.5x higher conversion rates.

Email, Direct Mail & Paid Ad Campaigns Targeting Financial advisors in New York, United States

Reach Financial advisors decision-makers across every channel โ€” digital and physical โ€” using 152 emails and full mailing addresses from our database:

Email Campaigns: Send cold sequences, nurture newsletters, and promotional broadcasts directly to Financial advisors operators across New York, United States.

Direct Mail: Stand out with physical mailers โ€” brochures, product samples, or welcome offers โ€” targeting Financial advisors in specific zip codes or neighborhoods.

Google & YouTube Ads: Import contacts into Google Ads Customer Match to serve Search, Display, Gmail, and YouTube pre-roll ads to your exact Financial advisors list.

Meta Custom Audiences: Upload emails and phone numbers into Meta Ads Manager for laser-targeted Facebook and Instagram ads, then scale with lookalike audiences.

Social Media, Reputation & Location Intelligence for Financial advisors in New York, United States

Our dataset includes 80 Facebook, 32 Instagram, 80 LinkedIn profiles of Financial advisors in New York, United States, plus review ratings and geo-coordinates โ€” unlocking powerful targeting and market intelligence:

LinkedIn ABM & Social Outreach: Connect with Financial advisors owners on LinkedIn for Account-Based Marketing and influencer or co-marketing partnership discovery on Instagram.

Reputation Management Leads: Identify Financial advisors with low Google ratings or thin review profiles โ€” your highest-intent prospects for local SEO and review generation services.

Geomarketing & Territory Planning: Map business density across cities and zip codes to find underserved markets, plan sales territories, and run hyper-local ad campaigns using geo-coordinates.

CRM Enrichment: Append missing phone numbers, emails, social profiles, and review scores to existing records for smarter segmentation and personalized outreach.

Build Directories, Apps & Industry-Specific Offers for Financial advisors in New York, United States

Beyond outreach, this dataset is raw material for building assets and crafting tailored offers that generate leads and revenue on autopilot for Financial advisors in New York:

Niche Directory & App: Launch a Financial advisors-specific business directory or mobile finder app powered by our 203-record dataset โ€” monetize via ads, leads, or premium listings.

SEO Content Engine: Generate hundreds of hyper-local landing pages targeting "Financial advisors in [city]" keywords for long-term organic traffic and lead generation.

Industry-Specific Software & Services: Pitch POS systems, booking tools, web design, or local SEO packages directly to Financial advisors operators who need them most.

Franchise & Partnership Programs: Identify high-performing Financial advisors for expansion pitches, loyalty programs, or co-marketing partnerships at $10.

Our List of Financial advisors in New Yorkis more than a spreadsheet โ€” it's a complete go-to-market asset. With 203 Financial advisors contacts across New York, United States, every channel above becomes immediately actionable. Download once, use across every team, every tool, and every growth initiative in your Financial advisors playbook.

Contact Coverage

Contact Data for Financial advisors in New York

203 total records ยท Updated April 26, 2026

199

Phone Numbers

98.0% of records

152

Email Addresses

74.9% of records

150

Both Phone & Email

73.9% complete contact info

Records with both phone and email enable multi-channel outreach โ€” combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.

Social Media

Social Media Coverage for Financial advisors in New York

Reach your prospects across every major social platform

80

Facebook Profiles

39.4%

32

Instagram Handles

15.8%

80

LinkedIn Profiles

39.4%

44

X / Twitter Handles

21.7%

25

YouTube Channels

12.3%

Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach โ€” all from the same dataset.

Website Presence

Financial advisors in New York: Website Presence Breakdown

203 total records ยท Updated April 26, 2026

186

Financial advisors with a website

91.6% of total

17

Financial advisors without a website

8.4% of total

17 businesses without a website in New York represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial advisors in the New York By Ratings

1

Number of 1 star-rated Financial advisors in New York

0

Number of 2 star-rated Financial advisors in New York

1

Number of 3 star-rated Financial advisors in New York

2

Number of 4 star-rated Financial advisors in New York

46

Number of 5 star-rated Financial advisors in New York

FAQ

Frequently Asked Questions about Financial advisors in New York

Everything you need to know about our financial advisors database for New York โ€” from data quality and coverage to pricing and formats.

How many Financial advisors are there in New York?

Our verified database contains 203 financial advisors across New York. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the New York financial advisors market for sales prospecting, competitive research, and territory planning.

Where can I buy a verified Financial advisors leads database for New York?

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial advisors leads database for New York. 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 advisors leads list for New York?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial advisors dataset for New York. 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 advisors 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 New York financial advisors database, including contact fields, social profiles, and ratings data.

What file formats is the Financial advisors data available in?

The New York financial advisors 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 advisors database for New York cost?

The complete financial advisors leads database for New York is priced at $10. This one-time purchase gives you instant access to all 203 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits โ€” it is a cost-effective alternative to expensive lead generation subscriptions.

How many Financial advisors in New York have phone numbers?

199 financial advisors in New York (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 New York financial advisors.

How many Financial advisors in New York have email addresses?

152 financial advisors in New York (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 advisors in New York have both a phone number and email address?

150 financial advisors in New York 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 advisors in New York are on LinkedIn?

80 financial advisors in New York 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 advisors in New York have a Facebook page?

80 financial advisors in New York 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 advisors in New York have an Instagram profile?

32 financial advisors in New York 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 advisors in New York are active on X (Twitter)?

44 financial advisors in New York 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 advisors in New York have a YouTube channel?

25 financial advisors in New York 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 advisors in New York have a website?

186 financial advisors in New York (92%) 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 advisors in New York do not have a website?

17 financial advisors in New York 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 advisors in New York have a 5-star rating?

46 financial advisors in New York 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 advisors in New York have a 4-star rating?

2 financial advisors in New York 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 advisors in New York have a 3-star rating?

1 financial advisors in New York 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 advisors in New York have a 2-star rating?

0 financial advisors in New York 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 advisors in New York have a 1-star rating?

1 financial advisors in New York 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 advisors contact data in New York legal to use for B2B outreach?

Yes. All data in our financial advisors database is sourced exclusively from publicly available information โ€” 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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