List of Financial planners in Rhode Island
Rhode Island has 593 Financial planners in this dataset, last verified September 6, 2026. It ranks 43rd of 51 states with 0.4% of the national total, between New Mexico (603) and North Dakota (559).
Providence is the largest city market we track, with 191 Financial planners. That city holds 32% of the state total, with the rest spread across smaller cities and towns.
Email coverage mirrors the national picture, with 293 records (49.4%) including an email address against 49.3% across the United States. 584 (98.5%) list a phone number, and 289 carry both.
90.4% of Financial planners in Rhode Island have a website, in line with the national average of 90.3%. Only 57 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 179 rated Financial planners in Rhode Island, 65% hold a 5-star average, in line with the national figure of 70%. 20 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
207
63
144
57
YouTube
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Financial planners List in Rhode Island
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Dan Estes | Address | Westerly | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | ||||
 | The Brier Riccardi Group - Morgan Stanley | Address | Newport | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Sardelli & Hutchinson Wealth Management | Address | West Warwick | Rhode Island | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Courtney Mahoney - RBC Wealth Management Financial Advisor | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edelman Financial Engines | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | ||||
Oak Leaf Wealth Management | Address | North Smithfield | Rhode Island | United States | Email | Phone | 63 | 5 | — | — | — | — | |||
 | Merrill Lynch Financial Advisor Irene Bock | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
All That Matters Financial Services | Address | Wakefield | Rhode Island | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Evan Sumner - Financial Advisor, Ameriprise Financial Services, LLC | Address | Providence | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Jerome Sullivan - TD Wealth Financial Advisor | Address | Barrington | Rhode Island | United States | Email | Phone | 0 | 0 | ||||||
Leonelli & Vicario | Address | Warwick | Rhode Island | United States | Email | Phone | 3 | 3.7 | — | — | — | — | |||
 | Bank of America Financial Center | Address | Providence | Rhode Island | United States | Email | Phone | 37 | 3.2 | ||||||
 | David Loughlin Financial Advisor | Address | Warwick | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | MT Asset Recovery | Address | Pascoag | Rhode Island | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | David L Gioffreda - Financial Advisor, Ameriprise Financial Services, LLC | Address | Warwick | Rhode Island | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 593 records with complete field coverage.
Get the full Financial planners database
593 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 |
|---|---|
Providence | 191 |
What You Can Do with the List of Financial planners in Rhode Island
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 593 Financial planners in Rhode Island, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Rhode Island
Each of these buyers can work the 593 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 593 Financial planners in Rhode Island.
- 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 Rhode Island
Start with the 289 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (584): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (293): 49.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (207): 34.9% 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 Rhode Island
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 (20): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (386): 65% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Rhode Island
The 593 Financial planners in Rhode Island are spread across 1 cities we track and many smaller towns, so rank areas before sending reps out:
- Beyond the big cities: 402 records (68%) sit outside the 1 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 Rhode Island
593 records · verified September 6, 2026
- Phone numbers
- 584
- Email addresses
- 293
- Phone and email
- 289
- Websites
- 536
Google ratings· 179 rated (30%)
65% hold 5 stars
- 1-star rated
- 11
- 6.1% of rated
- 2-star rated
- 9
- 5% of rated
- 3-star rated
- 25
- 14% of rated
- 4-star rated
- 17
- 9.5% of rated
- 5-star rated
- 117
- 65.4% of rated
Social profiles:
- Facebook:207· 34.9%
- LinkedIn:144· 24.3%
- X (Twitter):99· 16.7%
- Instagram:63· 10.6%
- YouTube:57· 9.6%
Financial planners in Rhode Island are a mixed-channel, Facebook-heavy market: 98.5% list a phone number and 49.4% publish an email. Among 179 rated Financial planners, 65% 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 Rhode Island
Everything you need to know about our financial planners database for Rhode Island: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Rhode Island?
There are 593 financial planners in Rhode Island in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Rhode Island, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Rhode Island?
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 Rhode Island?
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 Rhode Island?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Rhode Island 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 Rhode Island cost?
The complete financial planners leads database for Rhode Island costs $10 as a one-time payment.
You get instant access to all 593 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 Rhode Island specifically, a one-time $10 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 Rhode Island 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 Rhode Island have phone numbers?
584 financial planners in Rhode Island (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 Rhode Island have email addresses?
293 financial planners in Rhode Island (49%) 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 Rhode Island have both a phone number and an email address?
289 financial planners in Rhode Island 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 Rhode Island are active on social media?
Social profile coverage for financial planners in Rhode Island: 144 on LinkedIn, 207 on Facebook, 63 on Instagram, 57 on YouTube, 99 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 Rhode Island have a website?
536 financial planners in Rhode Island (90%) 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 Rhode Island do not have a website?
57 financial planners in Rhode Island 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 Rhode Island?
Rating breakdown for financial planners in Rhode Island: 117 with a 5-star rating, 17 with a 4-star rating, 25 with a 3-star rating, 9 with a 2-star rating, 11 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 Rhode Island 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 Rhode Island 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.