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 July 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.
What's Inside This Dataset
152
Email addresses ready for campaigns
74.9%
199
Direct phone numbers for outreach
98.0%
150
Complete contacts — phone & email both
73.9%
186
Businesses with a live website
91.6%
Social Media Reach
80
32
80
25
YouTube
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Financial advisors List in New York
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
The Eaton Center | Address | Norwich | New York | United States | Email | Phone | 82 | 4 | — | — | — | |||
PlanningWealth WNY | Address | Dunkirk | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Cedarwood Financial Partners | Address | Olean | New York | United States | Email | Phone | 0 | 0 | — | — | ||||
H&H Financial Group | Address | Trumansburg | New York | United States | Email | Phone | 2 | 5 | — | — | ||||
BCK Partners, Inc. | Address | Corning | New York | United States | Email | Phone | 1 | 5 | — | — | — | |||
Acre Equity Advisors | Address | Canandaigua | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Smith Wealth Management- Richard Smith | Address | Glens Falls | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Dunuwila Wealth Management | Address | Fayetteville | New York | United States | Email | Phone | 10 | 5 | — | — | — | |||
Sica | Fletcher, LLC | Address | Amityville | New York | United States | Email | Phone | 0 | 0 | — | — | ||||
Allied Financial Services, Inc. | Address | Perry | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
ClearPath Advisors | Address | New Paltz | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
CHS Wealth Management & CPAs | Address | Saratoga Springs | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
Li Huo, Financial Advisor - Eagle Strategies | Address | Flushing | New York | United States | Email | Phone | 0 | 0 | ||||||
Encompass Advisors | Address | Brevard | North Carolina | United States | Email | Phone | 2 | 1 | — | — | ||||
Cash app | Address | Twin Falls | Idaho | United States | Email | Phone | — | 0 | 0 | — | — | — | — |
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 — the full database contains 203 records with complete field coverage.
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203 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
The List of Financial advisors in New York is a structured market intelligence dataset with 203 verified Financial advisors records covering the full New York, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.
Financial advisors Market Intelligence for New York, United States: 203 Verified Businesses
Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial advisors industry in New York, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial advisors operate in New York, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.
Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial advisors market in New York.
Franchise & expansion research: Use the full New York, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.
Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.
Structured Financial advisors Data for New York, United States, Ready for Any Tool or Analysis
This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial advisors business data in New York, United States they can actually work with:
Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.
CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.
Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial advisors segment in New York, United States.
API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.
Contact Financial advisors Decision-Makers in New York, United States: 152 Emails and 199 Phone Numbers
For teams that need to reach Financial advisors owners in New York, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 152 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial advisors operators in New York.
Phone prospecting: 199 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.
Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.
Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.
Financial advisors Social Media Presence and Online Activity in New York, United States
Beyond contact details, this dataset maps the online footprint of Financial advisors in New York, United States, including 80 Facebook, 32 Instagram, and 80 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial advisors in New York, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.
Social channel outreach: Reach Financial advisors owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.
Influencer & partnership sourcing: Identify Financial advisors with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.
Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial advisors owners in New York who already have an established online presence.
Download the Financial advisors Database for New York, United States: One-Time, No Subscription
If you've been searching for a verified Financial advisors email list, phone number database, or business directory for New York, United States, this is it. 203 records, instantly downloadable, starting at $10:
What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.
Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.
Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.
Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial advisors in New York gives you a single, reliable source of truth for the Financial advisors market in New York, United States: 203 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.
Contact Data for Financial advisors in New York
203 total records · Updated July 26, 2026
199
Phone Numbers
152
Email Addresses
150
Both Phone & Email
Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.
Social Media Coverage for Financial advisors in New York
Reach your prospects across every major social platform
80
Facebook Profiles
32
Instagram Handles
80
LinkedIn Profiles
44
X / Twitter Handles
25
YouTube Channels
Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.
Related Financial advisors by Location
Browse datasets for Financial advisors across nearby locations
Financial advisors in New York: Website Presence Breakdown
203 total records · Updated July 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.
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
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 July 26, 2026.
How many Financial advisors are there in New York?
There are 203 financial advisors in New York in our verified database, as of July 26, 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 July 26, 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 $10 as a one-time payment. You get instant access to all 203 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 $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 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?
199 financial advisors in New York (98% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in New York have email addresses?
152 financial advisors in New York (75%) 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?
150 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: 80 on LinkedIn, 80 on Facebook, 32 on Instagram, 25 on YouTube, 44 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?
186 financial advisors in New York (92%) have an active business website, 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?
17 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: 46 with a 5-star rating, 2 with a 4-star rating, 1 with a 3-star rating, 0 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 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.
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