List of Financial planners in Arizona
Arizona has 2,795 Financial planners in this dataset, last verified September 6, 2026. It ranks 20th of 51 states with 2% of the national total, between Tennessee (2,917) and Connecticut (2,717).
Among cities, Miami leads with 767, ahead of Scottsdale (555) and Phoenix (552). Together the top three hold 67% of the state total, so covering them reaches most of the market.
Email coverage mirrors the national picture, with 1,426 records (51%) including an email address against 49.3% across the United States. 2,741 (98.1%) list a phone number, and 1,408 carry both.
91.3% of Financial planners in Arizona have a website, in line with the national average of 90.3%. Only 244 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 1,348 rated Financial planners in Arizona, 69% hold a 5-star average, in line with the national figure of 70%. 149 are rated 1 to 2 stars (11% of rated businesses, above the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
921
428
661
341
YouTube
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Financial planners List in Arizona
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Retirement Wealth Partners | Address | Chandler | Arizona | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Roberts Tax and Retirement Planning | Address | Gilbert | Arizona | United States | Email | Phone | 16 | 4.9 | — | — | — | — | ||
 | UMB Bank (with drive-thru services) | Address | Wickenburg | Arizona | United States | Email | Phone | 36 | 4.5 | — | |||||
 | Derrick Simpson: Primerica - Financial Services | Address | Glendale | Arizona | United States | Email | Phone | 23 | 5 | — | |||||
 | FirstLine Financial | Address | Scottsdale | Arizona | United States | Email | Phone | 1 | 5 | — | |||||
 | Peppermint401K | Address | Tucson | Arizona | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Spencer Daines, CFP®|AAMS®|CRPC⢠| Address | Mesa | Arizona | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Retirement Planners of America | Address | Tempe | Arizona | United States | Email | Phone | 34 | 4.7 | ||||||
 | Anderson Direct Financial Coaching | Address | Phoenix | Arizona | United States | Email | Phone | 9 | 5 | — | — | — | — | ||
 | Stephen Patrick Harnden - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Tucson | Arizona | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Agave Wealth Advisors | Address | Tucson | Arizona | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Orange Rock Wealth Management | Address | Peoria | Arizona | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Trajan Wealth | Address | Tucson | Arizona | United States | Email | Phone | 118 | 4.9 | ||||||
 | Paramount Tax and Accounting Scottsdale / North Phoenix | Address | Scottsdale | Arizona | United States | Email | Phone | 209 | 5 | — | — | ||||
First Financial Asset Management | Address | Phoenix | Arizona | United States | Email | Phone | — | 3 | 1.3 | — | — | — | — |
This is a randomized preview — the full database contains 2,795 records with complete field coverage.
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2,795 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Arizona
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 2,795 Financial planners in Arizona, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Arizona
Each of these buyers can work the 2,795 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 2,795 Financial planners in Arizona.
- 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 Arizona
Start with the 1,408 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (2,741): 98.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,426): 51% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (921): 33% 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 Arizona
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (149): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,874): 67% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Arizona
The 2,795 Financial planners in Arizona are spread across 10 cities we track, so rank areas before sending reps out:
- Top city markets: Miami, Scottsdale, Phoenix, Tucson and Glendale hold 88% of records in Arizona, 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 Arizona
2,795 records · verified September 6, 2026
- Phone numbers
- 2,741
- Email addresses
- 1,426
- Phone and email
- 1,408
- Websites
- 2,551
Google ratings· 1,348 rated (48%)
69% hold 5 stars
- 1-star rated
- 48
- 3.6% of rated
- 2-star rated
- 101
- 7.5% of rated
- 3-star rated
- 152
- 11.3% of rated
- 4-star rated
- 121
- 9% of rated
- 5-star rated
- 926
- 68.7% of rated
Social profiles:
- Facebook:921· 33%
- LinkedIn:661· 23.6%
- Instagram:428· 15.3%
- X (Twitter):389· 13.9%
- YouTube:341· 12.2%
Financial planners in Arizona are an email-friendly, Facebook-heavy market: 98.1% list a phone number and 51% publish an email. Among 1,348 rated Financial planners, 69% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Arizona
Everything you need to know about our financial planners database for Arizona: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Arizona?
There are 2,795 financial planners in Arizona in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Arizona, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Arizona?
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 Arizona?
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 Arizona?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Arizona 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 Arizona cost?
The complete financial planners leads database for Arizona costs $24 as a one-time payment.
You get instant access to all 2,795 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 Arizona specifically, a one-time $24 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 Arizona 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 Arizona have phone numbers?
2,741 financial planners in Arizona (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 Arizona have email addresses?
1,426 financial planners in Arizona (51%) 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 Arizona have both a phone number and an email address?
1,408 financial planners in Arizona 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 Arizona are active on social media?
Social profile coverage for financial planners in Arizona: 661 on LinkedIn, 921 on Facebook, 428 on Instagram, 341 on YouTube, 389 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 Arizona have a website?
2,551 financial planners in Arizona (91%) 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 Arizona do not have a website?
244 financial planners in Arizona 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 Arizona?
Rating breakdown for financial planners in Arizona: 926 with a 5-star rating, 121 with a 4-star rating, 152 with a 3-star rating, 101 with a 2-star rating, 48 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 Arizona 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 Arizona 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.