List of Financial planners in New York
Looking for a verified List of Financial planners in New York to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 6,881 Financial planners across New York, United States as of April 26, 2026. The top three cities in the industry are Rochester with 465, followed by Melville with 255, and Albany with 200.
This comprehensive List of Financial planners in New York gives you access to 4,468 records with email addresses, 6,719 with phone numbers, and 4,391 listings containing both. Additionally, over 5,845 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 3,196 Financial planners on Facebook, 1,499 on Instagram, 2,416 on X (formerly Twitter), 2,888 on LinkedIn, and 1,493 managing active YouTube channels.
Plus, over 1,109 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 York provides everything for you to connect with active, visible, and verified businesses.
What's Inside This Dataset
4,468
Email addresses ready for campaigns
64.9%
6,719
Direct phone numbers for outreach
97.6%
4,391
Complete contacts — phone & email both
63.8%
5,845
Businesses with a live website
84.9%
Social Media Reach
3,196
1,499
2,888
1,493
YouTube
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Financial planners List in New York
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Private Wealth Advisor Leigh Cohen | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Guardian Life | Address | New York | New York | United States | Email | Phone | 48 | 3.3 | — | — | — | |||
Dreyfus Corporation | Address | New York | New York | United States | Email | Phone | 2 | 3 | — | — | — | |||
Brooklyn Fi | Address | Brooklyn | New York | United States | Email | Phone | 21 | 4.8 | ||||||
Park Avenue Financial Advisors | Address | New York | New York | United States | Email | Phone | 1 | 5 | — | — | ||||
Kristen S. Han, CPA, CFP | Address | New York | New York | United States | Email | Phone | 20 | 5 | — | — | — | — | ||
Drucker Wealth Management | Address | New York | New York | United States | Email | Phone | 72 | 4.9 | — | |||||
MYRA Wealth | Address | New York | New York | United States | Email | Phone | 7 | 5 | — | — | — | — | ||
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor | Address | New York | New York | United States | Email | Phone | 79 | 4.9 | — | — | — | — | ||
Wealthspire Advisors | Address | New York | New York | United States | Email | Phone | 42 | 5 | ||||||
Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mandeville | Louisiana | United States | Email | Phone | 0 | 0 | ||||||
Tomassi Financial Planning | Address | Loveland | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Warren Street Wealth Advisors, LLC | Address | Irvine | California | United States | Email | Phone | 23 | 5 | — | — | — | — | ||
D.A. Davidson & Co. | Address | Livingston | Montana | United States | Email | Phone | 0 | 0 | — | — | ||||
Hickok & Boardman Capital Management | Address | Burlington | Vermont | United 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 6,881 records with complete field coverage.
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Distribution by Location
Number of Financial planners across different territories
How List of Financial planners in New York Can Power Your Growth
Reaching the right decision-makers in the Financial planners industry is the hardest part of any B2B campaign. Our List of Financial planners in New York gives you 6,881 contacts — including 4,468 emails and 6,719 phone numbers — ready for outreach across every channel.
Sales Outreach & Lead Generation for Financial planners in New York, United States
Stop wasting time on manual research. With 6,881 Financial planners contacts — including 4,468 emails and 6,719 direct phone numbers — your team can build a full pipeline and start closing faster:
Cold Email & Calling: Launch multi-step email sequences and direct phone outreach to Financial planners owners in New York. Pair both channels to increase reply rates by 3–4x.
SMS & Voicemail Drops: Reach decision-makers through underused channels with exceptional open rates, complementing your email efforts.
CRM-Ready Import: Upload instantly into Salesforce, HubSpot, Zoho, or Pipedrive and start prospecting within minutes of purchase.
Omni-Channel Sequences: Run a synchronized Day 1 LinkedIn → Day 3 Email → Day 5 Call → Day 8 Retargeting sequence for 3.5x higher conversion rates.
Email, Direct Mail & Paid Ad Campaigns Targeting Financial planners in New York, United States
Reach Financial planners decision-makers across every channel — digital and physical — using 4,468 emails and full mailing addresses from our database:
Email Campaigns: Send cold sequences, nurture newsletters, and promotional broadcasts directly to Financial planners operators across New York, United States.
Direct Mail: Stand out with physical mailers — brochures, product samples, or welcome offers — targeting Financial planners in specific zip codes or neighborhoods.
Google & YouTube Ads: Import contacts into Google Ads Customer Match to serve Search, Display, Gmail, and YouTube pre-roll ads to your exact Financial planners list.
Meta Custom Audiences: Upload emails and phone numbers into Meta Ads Manager for laser-targeted Facebook and Instagram ads, then scale with lookalike audiences.
Social Media, Reputation & Location Intelligence for Financial planners in New York, United States
Our dataset includes 3,196 Facebook, 1,499 Instagram, 2,888 LinkedIn profiles of Financial planners in New York, United States, plus review ratings and geo-coordinates — unlocking powerful targeting and market intelligence:
LinkedIn ABM & Social Outreach: Connect with Financial planners owners on LinkedIn for Account-Based Marketing and influencer or co-marketing partnership discovery on Instagram.
Reputation Management Leads: Identify Financial planners with low Google ratings or thin review profiles — your highest-intent prospects for local SEO and review generation services.
Geomarketing & Territory Planning: Map business density across cities and zip codes to find underserved markets, plan sales territories, and run hyper-local ad campaigns using geo-coordinates.
CRM Enrichment: Append missing phone numbers, emails, social profiles, and review scores to existing records for smarter segmentation and personalized outreach.
Build Directories, Apps & Industry-Specific Offers for Financial planners in New York, United States
Beyond outreach, this dataset is raw material for building assets and crafting tailored offers that generate leads and revenue on autopilot for Financial planners in New York:
Niche Directory & App: Launch a Financial planners-specific business directory or mobile finder app powered by our 6,881-record dataset — monetize via ads, leads, or premium listings.
SEO Content Engine: Generate hundreds of hyper-local landing pages targeting "Financial planners in [city]" keywords for long-term organic traffic and lead generation.
Industry-Specific Software & Services: Pitch POS systems, booking tools, web design, or local SEO packages directly to Financial planners operators who need them most.
Franchise & Partnership Programs: Identify high-performing Financial planners for expansion pitches, loyalty programs, or co-marketing partnerships at $62.
Our List of Financial planners in New Yorkis more than a spreadsheet — it's a complete go-to-market asset. With 6,881 Financial planners contacts across New York, United States, every channel above becomes immediately actionable. Download once, use across every team, every tool, and every growth initiative in your Financial planners playbook.
Contact Data for Financial planners in New York
6,881 total records · Updated April 26, 2026
6,719
Phone Numbers
4,468
Email Addresses
4,391
Both Phone & Email
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 Coverage for Financial planners in New York
Reach your prospects across every major social platform
3,196
Facebook Profiles
1,499
Instagram Handles
2,888
LinkedIn Profiles
2,416
X / Twitter Handles
1,493
YouTube Channels
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.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in New York: Website Presence Breakdown
6,881 total records · Updated April 26, 2026
5,845
Financial planners with a website
84.9% of total
1,036
Financial planners without a website
15.1% of total
1,036 businesses without a website in New York represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the New York By Ratings
142
Number of 1 star-rated Financial planners in New York
108
Number of 2 star-rated Financial planners in New York
263
Number of 3 star-rated Financial planners in New York
150
Number of 4 star-rated Financial planners in New York
1109
Number of 5 star-rated Financial planners in New York
Frequently Asked Questions about Financial planners in New York
Everything you need to know about our financial planners database for New York — from data quality and coverage to pricing and formats.
How many Financial planners are there in New York?
Our verified database contains 6,881 financial planners across New York. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the New York financial planners market for sales prospecting, competitive research, and territory planning.
Where can I buy a verified Financial planners leads database for New York?
InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for New York. 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 York?
After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for New York. 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 York financial planners database, including contact fields, social profiles, and ratings data.
What file formats is the Financial planners data available in?
The New York 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 York cost?
The complete financial planners leads database for New York is priced at $62. This one-time purchase gives you instant access to all 6,881 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 York have phone numbers?
6,719 financial planners in New York (98% 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 York financial planners.
How many Financial planners in New York have email addresses?
4,468 financial planners in New York (65% 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 York have both a phone number and email address?
4,391 financial planners in New York 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 York are on LinkedIn?
2,888 financial planners in New York 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 York have a Facebook page?
3,196 financial planners in New York 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 York have an Instagram profile?
1,499 financial planners in New York 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 York are active on X (Twitter)?
2,416 financial planners in New York 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 York have a YouTube channel?
1,493 financial planners in New York 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 York have a website?
5,845 financial planners in New York (85%) 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 York do not have a website?
1,036 financial planners in New York 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 York have a 5-star rating?
1,109 financial planners in New York 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 York have a 4-star rating?
150 financial planners in New York 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 York have a 3-star rating?
263 financial planners in New York 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 York have a 2-star rating?
108 financial planners in New York 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 York have a 1-star rating?
142 financial planners in New York 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 York 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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