List of Financial planners in Utah
Utah has 1,201 Financial planners in this dataset, last verified September 6, 2026. It ranks 34th of 51 states with 0.9% of the national total, between Nevada (1,203) and Arkansas (1,033).
Salt Lake City is the largest city market we track, with 289 Financial planners. That city holds 24% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in Utah: 532 records (44.3%) include an email address, below the national rate of 49.3%, so phone should carry more of the outreach. 1,175 (97.8%) list a phone number, and 528 carry both.
90.4% of Financial planners in Utah have a website, in line with the national average of 90.3%. Only 115 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 622 rated Financial planners in Utah, 66% hold a 5-star average, in line with the national figure of 70%. 64 are rated 1 to 2 stars (10% of rated businesses, in line with the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
318
145
229
108
YouTube
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Financial planners List in Utah
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Money Ripples | Address | Mapleton | Utah | United States | Email | Phone | 36 | 5 | — | — | — | — | ||
Raymond James | Address | Salt Lake City | Utah | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | SaverKey International | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Zions Bank | Address | Heber City | Utah | United States | Email | Phone | 15 | 2.5 | — | — | — | — | ||
 | Physician Wealth Advisors | Address | Midvale | Utah | United States | Email | Phone | 8 | 4 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Chad A Looman | Address | Springville | Utah | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Lifepoint Financial Design | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | 5 Wealth Management | Address | Farmington | Utah | United States | Email | Phone | 23 | 4.9 | — | — | — | |||
 | Bull River Wealth Management - Ameriprise Financial Services, LLC | Address | Midvale | Utah | United States | Email | Phone | 2 | 5 | — | — | — | |||
 | Edward Jones - Financial Advisor: Josh A Burningham, CFP®|AAMS® | Address | Providence | Utah | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Jaron H. Poulson Fee-Based Financial Planning | Address | Salt Lake City | Utah | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
American National : SCOTT JOHNSON | Address | Bountiful | Utah | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Zions Bank | Address | Panguitch | Utah | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Zions Direct | Address | Logan | Utah | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Clayton C McMurdie | Address | Logan | Utah | United States | Email | Phone | 2 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 1,201 records with complete field coverage.
Get the full Financial planners database
1,201 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 |
|---|---|
Salt Lake City | 289 |
What You Can Do with the List of Financial planners in Utah
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 1,201 Financial planners in Utah, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Utah
Each of these buyers can work the 1,201 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 1,201 Financial planners in Utah.
- 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 Utah
Start with the 528 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,175): 97.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (532): 44.3% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (318): 26.5% 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 Utah
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 (64): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (883): 74% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Utah
The 1,201 Financial planners in Utah are spread across 1 cities we track and many smaller towns, so rank areas before sending reps out:
- Beyond the big cities: 912 records (76%) 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 Utah
1,201 records · verified September 6, 2026
- Phone numbers
- 1,175
- Email addresses
- 532
- Phone and email
- 528
- Websites
- 1,086
Google ratings· 622 rated (52%)
66% hold 5 stars
- 1-star rated
- 29
- 4.7% of rated
- 2-star rated
- 35
- 5.6% of rated
- 3-star rated
- 93
- 15% of rated
- 4-star rated
- 56
- 9% of rated
- 5-star rated
- 409
- 65.8% of rated
Social profiles:
- Facebook:318· 26.5%
- LinkedIn:229· 19.1%
- Instagram:145· 12.1%
- X (Twitter):115· 9.6%
- YouTube:108· 9%
Financial planners in Utah are a mixed-channel, Facebook-heavy market: 97.8% list a phone number and 44.3% publish an email. Among 622 rated Financial planners, 66% 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 Utah
Everything you need to know about our financial planners database for Utah: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Utah?
There are 1,201 financial planners in Utah in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Utah, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Utah?
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 Utah?
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 Utah?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Utah 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 Utah cost?
The complete financial planners leads database for Utah costs $15 as a one-time payment.
You get instant access to all 1,201 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 Utah 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 Utah 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 Utah have phone numbers?
1,175 financial planners in Utah (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 Utah have email addresses?
532 financial planners in Utah (44%) 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 Utah have both a phone number and an email address?
528 financial planners in Utah 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 Utah are active on social media?
Social profile coverage for financial planners in Utah: 229 on LinkedIn, 318 on Facebook, 145 on Instagram, 108 on YouTube, 115 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 Utah have a website?
1,086 financial planners in Utah (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 Utah do not have a website?
115 financial planners in Utah 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 Utah?
Rating breakdown for financial planners in Utah: 409 with a 5-star rating, 56 with a 4-star rating, 93 with a 3-star rating, 35 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 Utah 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 Utah 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.