Verified B2B Dataset

List of Financial planners in New Mexico

Looking for a verified List of Financial planners in New Mexico to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 382 Financial planners across New Mexico, United States as of June 26, 2026. The top three cities in the industry are Albuquerque with 231, followed by Carlsbad with 118, and Santa Fe with 72.

This comprehensive List of Financial planners in New Mexico gives you access to 273 records with email addresses, 377 with phone numbers, and 270 listings containing both. Additionally, over 334 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.

Our data also highlights strong social media engagement, with 214 Financial planners on Facebook, 113 on Instagram, 175 on X (formerly Twitter), 167 on LinkedIn, and 84 managing active YouTube channels.

Plus, over 83 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.

Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in New Mexico provides everything for you to connect with active, visible, and verified businesses.

382+
Total Records
71.5%
Email Coverage
98.7%
Phone Coverage
87.4%
Website Coverage
Last Updated: June 26, 2026

What's Inside This Dataset

273

Email addresses ready for campaigns

71.5%

377

Direct phone numbers for outreach

98.7%

270

Complete contacts — phone & email both

70.7%

334

Businesses with a live website

87.4%

Social Media Reach

214

Facebook

113

Instagram

167

LinkedIn

84

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated June 26, 2026

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Sample Preview

Financial planners List in New Mexico

Browse a random sample of 15 records — see the exact fields and data quality before you download.

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Portfolio Wealth Advisors

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
4
5

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
35
5

Steve Lynch Wealth Management

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
31
4.7

BCO Wealth Management LLC

Address
CarlsbadNew MexicoUnited States
Email
Phone
1
5

Wharton Wealth Planning

Address
Santa FeNew MexicoUnited States
Email
Phone
0
0

David Bruner, CFP, CIMA - UBS Financial Services Inc.

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
0
0

High Desert Institutional Consulting - UBS Financial Services Inc.

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
0
0

Edelman Financial Engines

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
6
3.7

United Capital Financial Advisors

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
1
1

Merrill Lynch Financial Advisor Rebekah Preston

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
0
0

Susan Morrison - Financial Advisor, Ameriprise Financial Services, LLC

Address
AlbuquerqueNew MexicoUnited States
Email
Phone
1
5

Carson Wealth

Address
Las CrucesNew MexicoUnited States
Email
Phone
1
5

Cavill & Co

Address
Las CrucesNew MexicoUnited States
Email
Phone
1
5

Johnson Financial Services

Address
Las CrucesNew MexicoUnited States
Email
Phone
0
0

Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC

Address
MandevilleLouisianaUnited States
Email
Phone
0
0

Verified Data

Every record is cross-verified for accuracy before delivery.

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Rich Field Coverage

Business info, contacts, social profiles, ratings and more.

This is a randomized preview — the full database contains 382 records with complete field coverage.

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382 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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By Location

Distribution by Location

Number of Financial planners across different territories

Use Cases

What You Can Do with the List of Financial planners in New Mexico

The List of Financial planners in New Mexico is a structured market intelligence dataset with 382 verified Financial planners records covering the full New Mexico, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.

Financial planners Market Intelligence for New Mexico, United States: 382 Verified Businesses

Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in New Mexico, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in New Mexico, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.

Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in New Mexico.

Franchise & expansion research: Use the full New Mexico, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.

Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.

Structured Financial planners Data for New Mexico, United States, Ready for Any Tool or Analysis

This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in New Mexico, United States they can actually work with:

Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.

CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.

Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in New Mexico, United States.

API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.

Contact Financial planners Decision-Makers in New Mexico, United States: 273 Emails and 377 Phone Numbers

For teams that need to reach Financial planners owners in New Mexico, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 273 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in New Mexico.

Phone prospecting: 377 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.

Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.

Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.

Financial planners Social Media Presence and Online Activity in New Mexico, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in New Mexico, United States, including 214 Facebook, 113 Instagram, and 167 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in New Mexico, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.

Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.

Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.

Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in New Mexico who already have an established online presence.

Download the Financial planners Database for New Mexico, United States: One-Time, No Subscription

If you've been searching for a verified Financial planners email list, phone number database, or business directory for New Mexico, United States, this is it. 382 records, instantly downloadable, starting at $10:

What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.

Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.

Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.

Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.

The List of Financial planners in New Mexico gives you a single, reliable source of truth for the Financial planners market in New Mexico, United States: 382 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.

Contact Coverage

Contact Data for Financial planners in New Mexico

382 total records · Updated June 26, 2026

377

Phone Numbers

98.7% of records

273

Email Addresses

71.5% of records

270

Both Phone & Email

70.7% complete contact info

Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.

Social Media

Social Media Coverage for Financial planners in New Mexico

Reach your prospects across every major social platform

214

Facebook Profiles

56.0%

113

Instagram Handles

29.6%

167

LinkedIn Profiles

43.7%

175

X / Twitter Handles

45.8%

84

YouTube Channels

22.0%

Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.

Website Presence

Financial planners in New Mexico: Website Presence Breakdown

382 total records · Updated June 26, 2026

334

Financial planners with a website

87.4% of total

48

Financial planners without a website

12.6% of total

48 businesses without a website in New Mexico represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial planners in the New Mexico By Ratings

8

Number of 1 star-rated Financial planners in New Mexico

9

Number of 2 star-rated Financial planners in New Mexico

11

Number of 3 star-rated Financial planners in New Mexico

4

Number of 4 star-rated Financial planners in New Mexico

83

Number of 5 star-rated Financial planners in New Mexico

FAQ

Frequently Asked Questions about Financial planners in New Mexico

Everything you need to know about our financial planners database for New Mexico — from data quality and coverage to pricing and formats.

How many Financial planners are there in New Mexico?

Our verified database contains 382 financial planners across New Mexico. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the New Mexico financial planners market for sales prospecting, competitive research, and territory planning.

Where can I buy a verified Financial planners leads database for New Mexico?

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for New Mexico. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.

How do I download the Financial planners leads list for New Mexico?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for New Mexico. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.

Can I preview a sample of the Financial planners data before buying?

Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full New Mexico financial planners database, including contact fields, social profiles, and ratings data.

What file formats is the Financial planners data available in?

The New Mexico financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.

How much does the Financial planners database for New Mexico cost?

The complete financial planners leads database for New Mexico is priced at $10. This one-time purchase gives you instant access to all 382 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.

How many Financial planners in New Mexico have phone numbers?

377 financial planners in New Mexico (99% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting New Mexico financial planners.

How many Financial planners in New Mexico have email addresses?

273 financial planners in New Mexico (71% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.

How many Financial planners in New Mexico have both a phone number and email address?

270 financial planners in New Mexico have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.

How many Financial planners in New Mexico are on LinkedIn?

167 financial planners in New Mexico maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.

How many Financial planners in New Mexico have a Facebook page?

214 financial planners in New Mexico have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.

How many Financial planners in New Mexico have an Instagram profile?

113 financial planners in New Mexico are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.

How many Financial planners in New Mexico are active on X (Twitter)?

175 financial planners in New Mexico maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.

How many Financial planners in New Mexico have a YouTube channel?

84 financial planners in New Mexico have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.

How many Financial planners in New Mexico have a website?

334 financial planners in New Mexico (87%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.

How many Financial planners in New Mexico do not have a website?

48 financial planners in New Mexico currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.

How many Financial planners in New Mexico have a 5-star rating?

83 financial planners in New Mexico hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.

How many Financial planners in New Mexico have a 4-star rating?

4 financial planners in New Mexico carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.

How many Financial planners in New Mexico have a 3-star rating?

11 financial planners in New Mexico have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.

How many Financial planners in New Mexico have a 2-star rating?

9 financial planners in New Mexico carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.

How many Financial planners in New Mexico have a 1-star rating?

8 financial planners in New Mexico have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.

Is the Financial planners contact data in New Mexico legal to use for B2B outreach?

Yes. All data in our financial planners database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.

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