List of Financial planners in Missouri
Missouri has 1,849 Financial planners in this dataset, last verified September 6, 2026. It ranks 26th of 51 states with 1.3% of the national total, between South Carolina (1,980) and Louisiana (1,766).
Among cities, Saint Louis leads by a wide margin with 620, 2.3 times the size of Kansas City (273), followed by Chesterfield (246). Together the top three hold 62% of the state total, so covering them reaches most of the market.
Email reach in Missouri runs above the national rate: 1,116 Financial planners (60.4%) include an email address, against 49.3% across the United States. 1,824 (98.6%) list a phone number, and 1,109 carry both.
91.9% of Financial planners in Missouri have a website, in line with the national average of 90.3%. Only 150 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 823 rated Financial planners in Missouri, 75% hold a 5-star average, above the national figure of 70%. 53 are rated 1 to 2 stars (6.4% of rated businesses, well below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
507
195
340
125
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 1,849+ verified records
$30
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in Missouri
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Sarah Nicole Nadler Consulting | Address | Kansas City | Missouri | United States | Email | Phone | 43 | 4.9 | — | — | — | — | ||
 | The St. Louis Group - Morgan Stanley | Address | Chesterfield | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Katie Lamar, CFP® | Address | Troy | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Andy Smith | Address | Nevada | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Robert E Monroe, CFP®|AAMS® | Address | Dexter | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bank of America (with Drive-thru ATM) | Address | Belton | Missouri | United States | Email | Phone | 76 | 2.5 | ||||||
 | Edward Jones - Financial Advisor: Staci L Templeton, CFP®|ChFC® | Address | Festus | Missouri | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Donald Beckham | Address | Cape Girardeau | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
John C. Head | Address | Chesterfield | Missouri | United States | Email | Phone | 2 | 3 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Kathleen Brandt, CFP® | Address | Warrensburg | Missouri | United States | Email | Phone | 2 | 4.5 | — | — | — | — | ||
 | Armstrong Group & Associates LLC, Primerica Financial Services / Primerica Advisors | Address | Springfield | Missouri | United States | Email | Phone | 86 | 5 | — | |||||
 | U.S. Bank - Private Wealth Advisor: Joe Graham | Address | Kansas City | Missouri | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Jeff Von Behren, CRPC⢠| Address | Maryville | Missouri | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Heather A Ince - Financial Advisor, Ameriprise Financial Services, LLC | Address | Springfield | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Frank Santos - Program Manager, Ameriprise Financial Services, LLC | Address | Arnold | Missouri | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 1,849 records with complete field coverage.
Get the full Financial planners database
1,849 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
City | Financial planners |
|---|---|
Saint Louis | 620 |
Kansas City | 273 |
Chesterfield | 246 |
Eugene | 183 |
What You Can Do with the List of Financial planners in Missouri
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 1,849 Financial planners in Missouri, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Missouri
Each of these buyers can work the 1,849 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 1,849 Financial planners in Missouri.
- 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 Contact Form Outreach in Missouri
Start with the 1,109 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,824): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,116): 60.4% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (680): businesses with a contact page URL give you another way in when no email is listed.
- 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 Missouri
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 (53): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,342): 73% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Missouri
The 1,849 Financial planners in Missouri are spread across 4 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Saint Louis, Kansas City, Chesterfield and Eugene hold 71% of records in Missouri, the biggest clusters for in-person visits.
- Beyond the big cities: 527 records (29%) sit outside the 4 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 Missouri
1,849 records · verified September 6, 2026
- Phone numbers
- 1,824
- Email addresses
- 1,116
- Phone and email
- 1,109
- Websites
- 1,699
Google ratings· 823 rated (45%)
75% hold 5 stars
- 1-star rated
- 25
- 3% of rated
- 2-star rated
- 28
- 3.4% of rated
- 3-star rated
- 77
- 9.4% of rated
- 4-star rated
- 77
- 9.4% of rated
- 5-star rated
- 616
- 74.8% of rated
Social profiles:
- Facebook:507· 27.4%
- LinkedIn:340· 18.4%
- Instagram:195· 10.5%
- X (Twitter):195· 10.5%
- YouTube:125· 6.8%
Financial planners in Missouri are an email-friendly, Facebook-heavy market: 98.6% list a phone number and 60.4% publish an email. Among 823 rated Financial planners, 75% 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 Missouri
Everything you need to know about our financial planners database for Missouri: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Missouri?
There are 1,849 financial planners in Missouri in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Missouri, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Missouri?
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 Missouri?
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 Missouri?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Missouri 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 Missouri cost?
The complete financial planners leads database for Missouri costs $15 as a one-time payment.
You get instant access to all 1,849 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 Missouri 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 Missouri 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 Missouri have phone numbers?
1,824 financial planners in Missouri (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 Missouri have email addresses?
1,116 financial planners in Missouri (60%) 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 Missouri have both a phone number and an email address?
1,109 financial planners in Missouri 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 Missouri are active on social media?
Social profile coverage for financial planners in Missouri: 340 on LinkedIn, 507 on Facebook, 195 on Instagram, 125 on YouTube, 195 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 Missouri have a website?
1,699 financial planners in Missouri (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 Missouri do not have a website?
150 financial planners in Missouri 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 Missouri?
Rating breakdown for financial planners in Missouri: 616 with a 5-star rating, 77 with a 4-star rating, 77 with a 3-star rating, 28 with a 2-star rating, 25 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 Missouri 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 Missouri 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.