List of Financial planners in South Carolina
South Carolina has 1,980 Financial planners in this dataset, last verified September 6, 2026. It ranks 25th of 51 states with 1.4% of the national total, between Iowa (2,026) and Missouri (1,849).
Among cities, Charleston leads with 243, ahead of Myrtle Beach (108). Together the top two hold only 18% of all Financial planners in South Carolina, so the market reaches well beyond its biggest cities.
Email reach in South Carolina runs above the national rate: 1,053 Financial planners (53.2%) include an email address, against 49.3% across the United States. 1,941 (98%) list a phone number, and 1,045 carry both.
90.1% of Financial planners in South Carolina have a website, in line with the national average of 90.3%. Only 197 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 891 rated Financial planners in South Carolina, 77% hold a 5-star average, above the national figure of 70%. 51 are rated 1 to 2 stars (5.7% of rated businesses, well below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
632
333
450
248
YouTube
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Financial planners List in South Carolina
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Cola Wealth Advisors | Address | Lexington | South Carolina | United States | Email | Phone | 23 | 4.1 | — | — | — | — | ||
 | Christopher Luechtefeld | Address | Bluffton | South Carolina | United States | Email | Phone | 0 | 0 | — | |||||
 | Merrill Lynch Financial Advisor Kevin Roberson | Address | Hilton Head Island | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Coastal Financial Operations | Address | Myrtle Beach | South Carolina | United States | Email | Phone | — | 2 | 5 | — | — | — | — | |
 | American Heritage Financial | Address | West Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Caroline B Schultz | Address | Piedmont | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CFG Wealth Management, LLC | Address | Bluffton | South Carolina | United States | Email | Phone | 0 | 0 | ||||||
 | Palmetto Citizens Federal Credit Union | Address | Blythewood | South Carolina | United States | Email | Phone | 158 | 4.8 | — | |||||
Gary Roberson DBA Investment House on Forest, Inc. | Address | Columbia | South Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | United Bank | Address | Summerville | South Carolina | United States | Email | Phone | 27 | 4.3 | — | |||||
 | Kevin Eidell - Financial Advisor, Ameriprise Financial Services, LLC | Address | North Augusta | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | JP McNally Wealth Management | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Crescent Advisory Partners of Raymond James - Jason D. Newton | Address | Florence | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Allstate Personal Financial Representative: Larry Hyams | Address | Myrtle Beach | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Jeff McCarragher | Address | Charleston | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 1,980 records with complete field coverage.
Get the full Financial planners database
1,980 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 |
|---|---|
Charleston | 243 |
Myrtle Beach | 108 |
What You Can Do with the List of Financial planners in South Carolina
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 1,980 Financial planners in South Carolina, with the fields to call, email, segment and map them.
Who Sells to Financial planners in South Carolina
Each of these buyers can work the 1,980 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 1,980 Financial planners in South Carolina.
- 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 South Carolina
Start with the 1,045 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,941): 98% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,053): 53.2% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (632): 31.9% 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 South Carolina
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 (51): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,348): 68% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across South Carolina
The 1,980 Financial planners in South Carolina are spread across 2 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Charleston and Myrtle Beach hold 18% of records in South Carolina, the biggest clusters for in-person visits.
- Beyond the big cities: 1,629 records (82%) sit outside the 2 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 South Carolina
1,980 records · verified September 6, 2026
- Phone numbers
- 1,941
- Email addresses
- 1,053
- Phone and email
- 1,045
- Websites
- 1,783
Google ratings· 891 rated (45%)
77% hold 5 stars
- 1-star rated
- 29
- 3.3% of rated
- 2-star rated
- 22
- 2.5% of rated
- 3-star rated
- 77
- 8.6% of rated
- 4-star rated
- 77
- 8.6% of rated
- 5-star rated
- 686
- 77% of rated
Social profiles:
- Facebook:632· 31.9%
- LinkedIn:450· 22.7%
- Instagram:333· 16.8%
- X (Twitter):270· 13.6%
- YouTube:248· 12.5%
Financial planners in South Carolina are an email-friendly, Facebook-heavy market: 98% list a phone number and 53.2% publish an email. Among 891 rated Financial planners, 77% 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 South Carolina
Everything you need to know about our financial planners database for South Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in South Carolina?
There are 1,980 financial planners in South Carolina in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in South Carolina, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for South Carolina?
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 South Carolina?
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 South Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in South Carolina 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 South Carolina cost?
The complete financial planners leads database for South Carolina costs $15 as a one-time payment.
You get instant access to all 1,980 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 South Carolina 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 South Carolina 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 South Carolina have phone numbers?
1,941 financial planners in South Carolina (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 South Carolina have email addresses?
1,053 financial planners in South Carolina (53%) 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 South Carolina have both a phone number and an email address?
1,045 financial planners in South Carolina 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 South Carolina are active on social media?
Social profile coverage for financial planners in South Carolina: 450 on LinkedIn, 632 on Facebook, 333 on Instagram, 248 on YouTube, 270 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 South Carolina have a website?
1,783 financial planners in South Carolina (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 South Carolina do not have a website?
197 financial planners in South Carolina 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 South Carolina?
Rating breakdown for financial planners in South Carolina: 686 with a 5-star rating, 77 with a 4-star rating, 77 with a 3-star rating, 22 with a 2-star rating, 29 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 South Carolina 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 South Carolina 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.