List of Financial planners in New York
New York has 8,027 Financial planners in this dataset, last verified September 9, 2026. It is the fourth-largest market for Financial planners in the United States, holding 5.7% of the national total, behind Florida (9,329) and ahead of Illinois (6,350).
Among cities, New York leads by a wide margin with 2,128, 6.1 times the size of Brooklyn (347), followed by Melville (266). Together the top three hold 34% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in New York: 3,087 records (38.5%) include an email address, below the national rate of 49.3%, so phone should carry more of the outreach. 7,825 (97.5%) list a phone number, and 3,036 carry both.
88% of Financial planners in New York have a website, in line with the national average of 90.3%. Only 961 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 2,672 rated Financial planners in New York, 62% hold a 5-star average, below the national figure of 70%. 330 are rated 1 to 2 stars (12% of rated businesses, well above the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
2,258
1,071
1,734
837
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 8,027+ verified records
$178
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in New York
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Alfredo Ercilla - TD Wealth Financial Advisor | Address | Staten Island | New York | United States | Email | Phone | 0 | 0 | ||||||
 | Xavier Allen - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Syosset | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Hallman Wealth Partners - UBS Financial Services Inc. | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Central Cong. Yetev Lev DâSatmar | Address | Brooklyn | New York | United States | Email | Phone | 3 | 5 | — | — | — | — | |||
 | The Lily Group - Morgan Stanley | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Mark Ostrander | Address | Glens Falls | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hudson Valley Credit Union | Address | Lagrangeville | New York | United States | Email | Phone | 23 | 4.1 | — | — | — | — | ||
 | The Chabalik Group - Morgan Stanley | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
John Hancock Financial Network | Address | Rockville Centre | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Royal Alliance Associates Inc | Address | Garden City | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Chris Ngai: Primerica - Financial Services | Address | New York | New York | United States | Email | Phone | 13 | 5 | — | |||||
Chrysalis Management LLC | Address | Woodbury | New York | United States | Email | Phone | — | 1 | 4 | — | — | — | — | ||
 | Webb & Associates | Address | Bronx | New York | United States | Email | Phone | — | 3 | 3.7 | — | — | — | — | |
 | Khamraj Sooknaraine: Primerica - Financial Services | Address | Hollis | New York | United States | Email | Phone | 0 | 0 | — | |||||
 | Guide Wealth Management LLC | Address | New York | New York | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 8,027 records with complete field coverage.
Get the full Financial planners database
8,027 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in New York
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 8,027 Financial planners in New York, with the fields to call, email, segment and map them.
Who Sells to Financial planners in New York
Each of these buyers can work the 8,027 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 8,027 Financial planners in New York.
- 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 New York
Start with the 3,036 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (7,825): 97.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (3,087): 38.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (2,258): 28.1% 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 New York
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (961): 12% of Financial planners in New York have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (330): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (5,769): 72% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across New York
The 8,027 Financial planners in New York are spread across 13 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: New York, Brooklyn, Melville, Syracuse and Bedford hold 39% of records in New York, the biggest clusters for in-person visits.
- Beyond the big cities: 3,970 records (49%) sit outside the 13 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 New York
8,027 records · verified September 9, 2026
- Phone numbers
- 7,825
- Email addresses
- 3,087
- Phone and email
- 3,036
- Websites
- 7,066
Google ratings· 2,672 rated (33%)
62% hold 5 stars
- 1-star rated
- 164
- 6.1% of rated
- 2-star rated
- 166
- 6.2% of rated
- 3-star rated
- 444
- 16.6% of rated
- 4-star rated
- 244
- 9.1% of rated
- 5-star rated
- 1,654
- 61.9% of rated
Social profiles:
- Facebook:2,258· 28.1%
- LinkedIn:1,734· 21.6%
- Instagram:1,071· 13.3%
- X (Twitter):1,016· 12.7%
- YouTube:837· 10.4%
Financial planners in New York are a mixed-channel, Facebook-heavy market: 97.5% list a phone number and 38.5% publish an email. Among 2,672 rated Financial planners, 62% 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 New York
Everything you need to know about our financial planners database for New York: data quality, coverage, freshness, pricing, and formats. Last updated September 9, 2026.
How many Financial planners are there in New York?
There are 8,027 financial planners in New York in our verified database, as of September 9, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in New York, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for New York?
This dataset was last updated in September 9, 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 New York?
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 New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in New York 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 New York cost?
The complete financial planners leads database for New York costs $89 as a one-time payment.
You get instant access to all 8,027 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 New York 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 New York 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 New York have phone numbers?
7,825 financial planners in New York (97% 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 New York have email addresses?
3,087 financial planners in New York (38%) 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 New York have both a phone number and an email address?
3,036 financial planners in New York 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 New York are active on social media?
Social profile coverage for financial planners in New York: 1,734 on LinkedIn, 2,258 on Facebook, 1,071 on Instagram, 837 on YouTube, 1,016 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 New York have a website?
7,066 financial planners in New York (88%) 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 New York do not have a website?
961 financial planners in New York 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 New York?
Rating breakdown for financial planners in New York: 1,654 with a 5-star rating, 244 with a 4-star rating, 444 with a 3-star rating, 166 with a 2-star rating, 164 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 New York 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 New York 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.