List of Financial planners in Virginia
Virginia has 3,562 Financial planners in this dataset, last verified September 6, 2026. It ranks 15th of 51 states with 2.5% of the national total, between Washington (3,692) and Indiana (3,036).
Among cities, Virginia Beach (243) and Arlington (235) are nearly level at the top, with Alexandria (230) in third. Together the top three hold only 20% of all Financial planners in Virginia, so the market reaches well beyond its biggest cities.
Email coverage mirrors the national picture, with 1,840 records (51.7%) including an email address against 49.3% across the United States. 3,503 (98.3%) list a phone number, and 1,822 carry both.
91.2% of Financial planners in Virginia have a website, in line with the national average of 90.3%. Only 315 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 1,389 rated Financial planners in Virginia, 74% hold a 5-star average, in line with the national figure of 70%. 84 are rated 1 to 2 stars (6% of rated businesses, well below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
1,221
578
922
326
YouTube
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Financial planners List in Virginia
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edward Jones - Financial Advisor: Matthew R Barnes, CFP®|CEPA®|AAMS® | Address | Staunton | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Ford Group | Address | Richmond | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Michael Bowen - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Harrisonburg | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Signature Financial Partners | Address | Vienna | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | First Command Financial Advisor - Alex Rossi | Address | Alexandria | Virginia | United States | Email | Phone | 3 | 5 | — | |||||
 | JMU Tax & Financial | Address | Gainesville | Virginia | United States | Email | Phone | 40 | 4.1 | — | — | — | — | ||
 | Anchored Financial Coaching | Address | Kents Store | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Commonwealth Financial Group | Address | Lynchburg | Virginia | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Lesemann Marshall | Address | Mechanicsville | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jamie Stallings - Morgan Stanley | Address | Williamsburg | Virginia | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Harry Michalowski: Primerica - Financial Services | Address | Midlothian | Virginia | United States | Email | Phone | 0 | 0 | — | |||||
 | Quantum Wealth Advisory of Raymond James | Address | Virginia Beach | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Andre Pineda, AAMS® | Address | Fredericksburg | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Morgan Stanley | Address | Richmond | Virginia | United States | Email | Phone | 3 | 3.7 | — | — | — | — | ||
 | Virginia Health Insurance | Address | Fredericksburg | Virginia | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 3,562 records with complete field coverage.
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3,562 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in Virginia
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 3,562 Financial planners in Virginia, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Virginia
Each of these buyers can work the 3,562 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 3,562 Financial planners in Virginia.
- 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 Virginia
Start with the 1,822 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (3,503): 98.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,840): 51.7% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (1,221): 34.3% 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 Virginia
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 (84): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (2,341): 66% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Virginia
The 3,562 Financial planners in Virginia are spread across 9 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Virginia Beach, Arlington, Alexandria, Dunn Loring and Vienna hold 32% of records in Virginia, the biggest clusters for in-person visits.
- Beyond the big cities: 1,899 records (53%) sit outside the 9 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 Virginia
3,562 records · verified September 6, 2026
- Phone numbers
- 3,503
- Email addresses
- 1,840
- Phone and email
- 1,822
- Websites
- 3,247
Google ratings· 1,389 rated (39%)
74% hold 5 stars
- 1-star rated
- 47
- 3.4% of rated
- 2-star rated
- 37
- 2.7% of rated
- 3-star rated
- 158
- 11.4% of rated
- 4-star rated
- 117
- 8.4% of rated
- 5-star rated
- 1,030
- 74.2% of rated
Social profiles:
- Facebook:1,221· 34.3%
- LinkedIn:922· 25.9%
- Instagram:578· 16.2%
- X (Twitter):429· 12%
- YouTube:326· 9.2%
Financial planners in Virginia are an email-friendly, Facebook-heavy market: 98.3% list a phone number and 51.7% publish an email. Among 1,389 rated Financial planners, 74% 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 Virginia
Everything you need to know about our financial planners database for Virginia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Virginia?
There are 3,562 financial planners in Virginia in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Virginia, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Virginia?
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 Virginia?
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 Virginia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Virginia 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 Virginia cost?
The complete financial planners leads database for Virginia costs $36 as a one-time payment.
You get instant access to all 3,562 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 Virginia specifically, a one-time $36 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 Virginia 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 Virginia have phone numbers?
3,503 financial planners in Virginia (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 Virginia have email addresses?
1,840 financial planners in Virginia (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 Virginia have both a phone number and an email address?
1,822 financial planners in Virginia 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 Virginia are active on social media?
Social profile coverage for financial planners in Virginia: 922 on LinkedIn, 1,221 on Facebook, 578 on Instagram, 326 on YouTube, 429 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 Virginia have a website?
3,247 financial planners in Virginia (91%) 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 Virginia do not have a website?
315 financial planners in Virginia 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 Virginia?
Rating breakdown for financial planners in Virginia: 1,030 with a 5-star rating, 117 with a 4-star rating, 158 with a 3-star rating, 37 with a 2-star rating, 47 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 Virginia 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 Virginia 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.