List of Financial planners in Maryland
Maryland has 2,552 Financial planners in this dataset, last verified September 6, 2026. It ranks 22nd of 51 states with 1.8% of the national total, between Connecticut (2,717) and Oregon (2,063).
Among cities, Brooklyn leads with 287, ahead of Baltimore (250) and Bethesda (213). Together the top three hold 29% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in Maryland: 1,087 records (42.6%) include an email address, below the national rate of 49.3%, so phone should carry more of the outreach. 2,503 (98.1%) list a phone number, and 1,075 carry both.
92% of Financial planners in Maryland have a website, in line with the national average of 90.3%. Only 203 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 873 rated Financial planners in Maryland, 68% hold a 5-star average, in line with the national figure of 70%. 97 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
751
351
558
256
YouTube
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Financial planners List in Maryland
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Schaeffer Financial | Address | Rockville | Maryland | United States | Email | Phone | 3 | 5 | — | — | — | — | |||
 | Hightower Bethesda | Address | Bethesda | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Picket Fence Financial | Address | Forest Hill | Maryland | United States | Email | Phone | 14 | 5 | — | — | — | — | ||
 | Cobblestone Wealth Management, llc | Address | Baltimore | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Casey Thrush | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Preal Haley - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Greenbelt | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
Webbert Financial Planning | Address | Towson | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Harry Slade IV - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Ellicott City | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Steerpath Wealth | Address | Pikesville | Maryland | United States | Email | Phone | 29 | 5 | — | — | — | — | ||
 | Dennis M Gurtz - Financial Advisor, Ameriprise Financial Services, LLC | Address | Bethesda | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Merrill Lynch Financial Advisor ATEALEM FORD | Address | Annapolis | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Peter Mangano - RBC Wealth Management Financial Advisor | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
R. Steven Staley, CFP , MBA | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | J&J Premier Financial Alliance | Address | Germantown | Maryland | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Regis Larkin - Morgan Stanley | Address | Frederick | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 2,552 records with complete field coverage.
Get the full Financial planners database
2,552 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Maryland
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 2,552 Financial planners in Maryland, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Maryland
Each of these buyers can work the 2,552 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 2,552 Financial planners in Maryland.
- 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 Maryland
Start with the 1,075 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (2,503): 98.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,087): 42.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (751): 29.4% 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 Maryland
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 (97): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,801): 71% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Maryland
The 2,552 Financial planners in Maryland are spread across 7 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Brooklyn, Baltimore, Bethesda, Annapolis and Rockville hold 44% of records in Maryland, the biggest clusters for in-person visits.
- Beyond the big cities: 1,140 records (45%) sit outside the 7 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 Maryland
2,552 records · verified September 6, 2026
- Phone numbers
- 2,503
- Email addresses
- 1,087
- Phone and email
- 1,075
- Websites
- 2,349
Google ratings· 873 rated (34%)
68% hold 5 stars
- 1-star rated
- 32
- 3.7% of rated
- 2-star rated
- 65
- 7.4% of rated
- 3-star rated
- 133
- 15.2% of rated
- 4-star rated
- 48
- 5.5% of rated
- 5-star rated
- 595
- 68.2% of rated
Social profiles:
- Facebook:751· 29.4%
- LinkedIn:558· 21.9%
- Instagram:351· 13.8%
- X (Twitter):324· 12.7%
- YouTube:256· 10%
Financial planners in Maryland are a mixed-channel, Facebook-heavy market: 98.1% list a phone number and 42.6% publish an email. Among 873 rated Financial planners, 68% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Maryland
Everything you need to know about our financial planners database for Maryland: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Maryland?
There are 2,552 financial planners in Maryland in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Maryland, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Maryland?
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 Maryland?
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 Maryland?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Maryland 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 Maryland cost?
The complete financial planners leads database for Maryland costs $24 as a one-time payment.
You get instant access to all 2,552 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 Maryland 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 Maryland 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 Maryland have phone numbers?
2,503 financial planners in Maryland (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 Maryland have email addresses?
1,087 financial planners in Maryland (43%) 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 Maryland have both a phone number and an email address?
1,075 financial planners in Maryland 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 Maryland are active on social media?
Social profile coverage for financial planners in Maryland: 558 on LinkedIn, 751 on Facebook, 351 on Instagram, 256 on YouTube, 324 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 Maryland have a website?
2,349 financial planners in Maryland (92%) 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 Maryland do not have a website?
203 financial planners in Maryland 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 Maryland?
Rating breakdown for financial planners in Maryland: 595 with a 5-star rating, 48 with a 4-star rating, 133 with a 3-star rating, 65 with a 2-star rating, 32 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 Maryland 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 Maryland 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.