List of Financial planners in Alabama
Alabama has 1,538 Financial planners in this dataset, last verified September 6, 2026. It ranks 29th of 51 states with 1.1% of the national total, between Kansas (1,673) and Oklahoma (1,512).
Among cities, Birmingham leads with 480, ahead of Madison (443) and Jacksonville (426). Together the top three hold 88% of the state total, so covering them reaches most of the market.
Email coverage mirrors the national picture, with 713 records (46.4%) including an email address against 49.3% across the United States. 1,503 (97.7%) list a phone number, and 704 carry both.
89.9% of Financial planners in Alabama have a website, in line with the national average of 90.3%. Only 156 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 650 rated Financial planners in Alabama, 79% hold a 5-star average, above the national figure of 70%. 34 are rated 1 to 2 stars (5.2% of rated businesses, well below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
427
218
295
123
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 1,538+ verified records
$30
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in Alabama
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | The Welch Group: Stewart H. Welch III, AEP, CFP | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | ||||||
 | Edward Jones - Financial Advisor: Brett Laney, CFP®|SE-AWMA® | Address | Tuscaloosa | Alabama | United States | Email | Phone | 4 | 4 | — | — | — | — | ||
 | Mutual of Omaha Mortgage | Address | Decatur | Alabama | United States | Email | Phone | 51 | 4.8 | ||||||
 | Avadian Credit Union | Address | Madison | Alabama | United States | Email | Phone | 20 | 3.7 | — | — | ||||
 | Alliance Wealth Management Group, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 3 | 3.7 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Mary Wynne Estes | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | First Command Financial Advisor - Tyler Sherwood | Address | Madison | Alabama | United States | Email | Phone | 2 | 5 | — | |||||
Money Matters of Al | Address | Gadsden | Alabama | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
 | Equitable Advisors-The Finley Group | Address | Trussville | Alabama | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Chris Waye | Address | Madison | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Brandon Rolling, AAMS® | Address | Opelika | Alabama | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Jacob Hulsey - Financial Advisor, Ameriprise Financial Services, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Edward Jones - Financial Advisor: Chris Campbell, AAMS® | Address | Cullman | Alabama | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Approach Retirement Advisors, LLC | Address | Birmingham | Alabama | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Anexie Financial Group | Address | Jack | Alabama | United States | Email | Phone | — | 1 | 1 | — | — | — | — |
This is a randomized preview — the full database contains 1,538 records with complete field coverage.
Get the full Financial planners database
1,538 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Alabama
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 1,538 Financial planners in Alabama, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Alabama
Each of these buyers can work the 1,538 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 1,538 Financial planners in Alabama.
- 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 Facebook Outreach in Alabama
Start with the 704 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,503): 97.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (713): 46.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (427): 27.8% have a Facebook page, a further channel when calls and emails go unanswered.
- 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 Alabama
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (156): 10% of Financial planners in Alabama have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (34): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,111): 72% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Alabama
The 1,538 Financial planners in Alabama are spread across 12 cities we track, so rank areas before sending reps out:
- Top city markets: Birmingham, Madison, Jacksonville, Troy and Huntsville hold 118% of records in Alabama, the biggest clusters for in-person visits.
- 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 planners in Alabama
1,538 records · verified September 6, 2026
- Phone numbers
- 1,503
- Email addresses
- 713
- Phone and email
- 704
- Websites
- 1,382
Google ratings· 650 rated (42%)
79% hold 5 stars
- 1-star rated
- 21
- 3.2% of rated
- 2-star rated
- 13
- 2% of rated
- 3-star rated
- 46
- 7.1% of rated
- 4-star rated
- 54
- 8.3% of rated
- 5-star rated
- 516
- 79.4% of rated
Social profiles:
- Facebook:427· 27.8%
- LinkedIn:295· 19.2%
- Instagram:218· 14.2%
- YouTube:123· 8%
- X (Twitter):121· 7.9%
Financial planners in Alabama are a mixed-channel, Facebook-heavy market: 97.7% list a phone number and 46.4% publish an email. Among 650 rated Financial planners, 79% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Alabama
Everything you need to know about our financial planners database for Alabama: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Alabama?
There are 1,538 financial planners in Alabama in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Alabama, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Alabama?
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 planners database for Alabama?
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 planners businesses in Alabama?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Alabama as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Alabama cost?
The complete financial planners leads database for Alabama costs $15 as a one-time payment.
You get instant access to all 1,538 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 planners contacts in Alabama 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 planners 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 Alabama financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in Alabama have phone numbers?
1,503 financial planners in Alabama (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Alabama have email addresses?
713 financial planners in Alabama (46%) 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 planners in Alabama have both a phone number and an email address?
704 financial planners in Alabama 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 planners in Alabama are active on social media?
Social profile coverage for financial planners in Alabama: 295 on LinkedIn, 427 on Facebook, 218 on Instagram, 123 on YouTube, 121 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 planners in Alabama have a website?
1,382 financial planners in Alabama (90%) 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 planners in Alabama do not have a website?
156 financial planners in Alabama 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 planners in Alabama?
Rating breakdown for financial planners in Alabama: 516 with a 5-star rating, 54 with a 4-star rating, 46 with a 3-star rating, 13 with a 2-star rating, 21 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 planners data for other states or the entire US?
Yes. The national Financial planners database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Alabama first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial planners contact data in Alabama 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.