List of Financial planners in Florida
Florida has 9,329 Financial planners in this dataset, last verified September 6, 2026. It is the third-largest market for Financial planners in the United States, holding 6.6% of the national total, behind Texas (10,626) and ahead of New York (8,027).
Among cities, Tampa leads with 667, ahead of Miami (614) and Boca Raton (443). Together the top three hold only 18% of all Financial planners in Florida, so the market reaches well beyond its biggest cities.
Email is harder to come by in Florida: 4,064 records (43.6%) include an email address, below the national rate of 49.3%, so phone should carry more of the outreach. 9,213 (98.8%) list a phone number, and 4,031 carry both.
90.2% of Financial planners in Florida have a website, in line with the national average of 90.3%. Only 915 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 3,774 rated Financial planners in Florida, 69% hold a 5-star average, in line with the national figure of 70%. 434 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
2,884
1,387
1,933
1,064
YouTube
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Financial planners List in Florida
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor Khristian Soto Sanchez | Address | Orlando | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Coastal Lighthouse Wealth Management - UBS Financial Services Inc. | Address | Palm Beach Gardens | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | FineMark Bank & Trust, a division of Commerce Bank | Address | Bonita Springs | Florida | United States | Email | Phone | 11 | 4.2 | — | |||||
 | Xexis Private Wealth, LLC | Address | Lake Mary | Florida | United States | Email | Phone | 5 | 5 | — | |||||
 | Medicare Insurance Agent | Address | Jacksonville | Florida | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Dawson James Securities | Address | Boca Raton | Florida | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
Fidelity Secured Deposit Corporation | Address | Palm Harbor | Florida | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Brenda Whitwell | Address | Inlet Beach | Florida | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Financial Management Services of America LLC | Address | Delray Beach | Florida | United States | Email | Phone | 1 | 5 | — | |||||
 | Jack Traxler | Address | West Palm Beach | Florida | United States | Email | Phone | 0 | 0 | — | |||||
 | Merrill Lynch Financial Advisor ERIC MONAGHAN | Address | Stuart | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jackson Personal Financial Services | Address | Jacksonville Beach | Florida | United States | Email | Phone | — | 1 | 5 | — | — | — | — | |
 | Rafael Gonzalez-Stawinski - Morgan Stanley | Address | Coral Gables | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Tax-Free Wealth Group, LLC | Address | Daytona Beach | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Baird Private Wealth Management | Address | Naples | Florida | United States | Email | Phone | 0 | 0 | — |
This is a randomized preview — the full database contains 9,329 records with complete field coverage.
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9,329 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in Florida
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 9,329 Financial planners in Florida, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Florida
Each of these buyers can work the 9,329 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 9,329 Financial planners in Florida.
- 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 Florida
Start with the 4,031 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (9,213): 98.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (4,064): 43.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (2,884): 30.9% 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 Florida
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 (434): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (6,445): 69% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Florida
The 9,329 Financial planners in Florida are spread across 26 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Tampa, Miami, Boca Raton, Naples and Orlando hold 27% of records in Florida, the biggest clusters for in-person visits.
- Beyond the big cities: 3,168 records (34%) sit outside the 26 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 planners in Florida
9,329 records · verified September 6, 2026
- Phone numbers
- 9,213
- Email addresses
- 4,064
- Phone and email
- 4,031
- Websites
- 8,414
Google ratings· 3,774 rated (40%)
69% hold 5 stars
- 1-star rated
- 178
- 4.7% of rated
- 2-star rated
- 256
- 6.8% of rated
- 3-star rated
- 448
- 11.9% of rated
- 4-star rated
- 280
- 7.4% of rated
- 5-star rated
- 2,612
- 69.2% of rated
Social profiles:
- Facebook:2,884· 30.9%
- LinkedIn:1,933· 20.7%
- Instagram:1,387· 14.9%
- X (Twitter):1,250· 13.4%
- YouTube:1,064· 11.4%
Financial planners in Florida are a mixed-channel, Facebook-heavy market: 98.8% list a phone number and 43.6% publish an email. Among 3,774 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 Florida
Everything you need to know about our financial planners database for Florida: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Florida?
There are 9,329 financial planners in Florida in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Florida, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Florida?
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 Florida?
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 Florida?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Florida 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 Florida cost?
The complete financial planners leads database for Florida costs $89 as a one-time payment.
You get instant access to all 9,329 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 Florida specifically, a one-time $89 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 Florida 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 Florida have phone numbers?
9,213 financial planners in Florida (99% 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 Florida have email addresses?
4,064 financial planners in Florida (44%) 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 Florida have both a phone number and an email address?
4,031 financial planners in Florida 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 Florida are active on social media?
Social profile coverage for financial planners in Florida: 1,933 on LinkedIn, 2,884 on Facebook, 1,387 on Instagram, 1,064 on YouTube, 1,250 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 Florida have a website?
8,414 financial planners in Florida (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 Florida do not have a website?
915 financial planners in Florida 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 Florida?
Rating breakdown for financial planners in Florida: 2,612 with a 5-star rating, 280 with a 4-star rating, 448 with a 3-star rating, 256 with a 2-star rating, 178 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 Florida 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 Florida 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.