List of Financial planners in Texas
Texas has 10,626 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest market for Financial planners in the United States, holding 7.5% of the national total, behind California (14,655) and ahead of Florida (9,329).
Among cities, Houston leads by a wide margin with 1,636, 61% more than Atlanta (1,015), followed by Austin (784). Together the top three hold 32% of the state total, with the rest spread across smaller cities and towns.
Email coverage mirrors the national picture, with 5,529 records (52%) including an email address against 49.3% across the United States. 10,373 (97.6%) list a phone number, and 5,494 carry both.
89.6% of Financial planners in Texas have a website, in line with the national average of 90.3%. Only 1,106 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 4,464 rated Financial planners in Texas, 70% hold a 5-star average, in line with the national figure of 70%. 509 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
2,601
1,312
1,918
878
YouTube
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Financial planners List in Texas
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Money Concepts | Address | San Antonio | Texas | United States | Email | Phone | 0 | 0 | — | — | — | ||||
 | Bank of America (with Drive-thru ATM) | Address | Dallas | Texas | United States | Email | Phone | 102 | 2.9 | ||||||
 | Chapman Private Wealth | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Robert Black | Address | Dallas | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Olson Wealth Management | Address | New Braunfels | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Gary Moore | Address | Amarillo | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
ICLOUD SOLUTIONS GROUP, LLC | Address | Dallas | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Cumbie Advisory Services | Address | Fort Worth | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Frost Bank | Address | Grapevine | Texas | United States | Email | Phone | 14 | 3.9 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Brandon P Sims | Address | Austin | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Precision Financial Planning Services | Address | Houston | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Edward Jones - Financial Advisor | Address | Rusk | Texas | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
DFW El Paisa Investments Llc | Address | Irving | Texas | United States | Email | Phone | — | 1 | 1 | — | — | — | — | ||
 | Lions Wealth Builders | Address | Corpus Christi | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 10,626 records with complete field coverage.
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10,626 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Texas
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 10,626 Financial planners in Texas, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Texas
Each of these buyers can work the 10,626 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 10,626 Financial planners in Texas.
- 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 Contact Form Outreach in Texas
Start with the 5,494 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (10,373): 97.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (5,529): 52% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (2,641): businesses with a contact page URL give you another way in when no email is listed.
- 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 Texas
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (1,106): 10% of Financial planners in Texas have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (509): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (8,025): 76% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Texas
The 10,626 Financial planners in Texas are spread across 16 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Houston, Atlanta, Austin, Dallas and San Antonio hold 45% of records in Texas, the biggest clusters for in-person visits.
- Beyond the big cities: 3,677 records (35%) sit outside the 16 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 Texas
10,626 records · verified September 6, 2026
- Phone numbers
- 10,373
- Email addresses
- 5,529
- Phone and email
- 5,494
- Websites
- 9,520
Google ratings· 4,464 rated (42%)
70% hold 5 stars
- 1-star rated
- 191
- 4.3% of rated
- 2-star rated
- 318
- 7.1% of rated
- 3-star rated
- 473
- 10.6% of rated
- 4-star rated
- 356
- 8% of rated
- 5-star rated
- 3,126
- 70% of rated
Social profiles:
- Facebook:2,601· 24.5%
- LinkedIn:1,918· 18.1%
- Instagram:1,312· 12.3%
- X (Twitter):1,173· 11%
- YouTube:878· 8.3%
Financial planners in Texas are an email-friendly, Facebook-heavy market: 97.6% list a phone number and 52% publish an email. Among 4,464 rated Financial planners, 70% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Texas
Everything you need to know about our financial planners database for Texas: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Texas?
There are 10,626 financial planners in Texas in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Texas, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Texas?
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 Texas?
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 Texas?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Texas 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 Texas cost?
The complete financial planners leads database for Texas costs $119 as a one-time payment.
You get instant access to all 10,626 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 Texas specifically, a one-time $119 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 Texas 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 Texas have phone numbers?
10,373 financial planners in Texas (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 Texas have email addresses?
5,529 financial planners in Texas (52%) 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 Texas have both a phone number and an email address?
5,494 financial planners in Texas 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 Texas are active on social media?
Social profile coverage for financial planners in Texas: 1,918 on LinkedIn, 2,601 on Facebook, 1,312 on Instagram, 878 on YouTube, 1,173 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 Texas have a website?
9,520 financial planners in Texas (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 Texas do not have a website?
1,106 financial planners in Texas 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 Texas?
Rating breakdown for financial planners in Texas: 3,126 with a 5-star rating, 356 with a 4-star rating, 473 with a 3-star rating, 318 with a 2-star rating, 191 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 Texas 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 Texas 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.