List of Financial planners in New York
New York has approximately 6,891 Financial planners as of March 13, 2026. The highest concentrations are in cities such as New York (2,192), Rochester (280), Melville (255), positioning New York as a key regional market for city-level and statewide B2B campaigns.
New York, contributing around 6.2% of all 111,701 Financial planners in United States, making it one of the largest and most important state-level markets for targeted outreach. Around 65.0% of Financial planners in New York have email addresses, 97.6% have phone numbers, and 63.9% include both — with 85.0% also having a website.
Businesses in this dataset are well-represented on social media: 3,203 have Facebook pages, 1,504 are on Instagram, 2,895 have LinkedIn profiles, 2,421 use X (formerly Twitter), 1,498 maintain YouTube channels. Over 1,598 Financial planners have been rated by real users, making this dataset a strong fit for reputation management and review-based outreach. This dataset helps target Financial planners across New York efficiently.
| 6891 Number of Financial planners | |
| 4478 Email addresses | |
| 6729 Phone numbers | |
| 5855 With Websites | |
| 2895 LinkedIn Profiles |
| 3203 Facebook Profiles | |
| 1504 Instagram Handles | |
| 2421 X Handles | |
| 1498 YouTube Channels | |
| 4401 Phone and Email |
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Data updated on March 13, 2026
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Download sample list of Financial planners in New York
Find new clients and close more deals with the world s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 0 records for you to look at the fields and the data that we provide.
| NAME | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
How many Financial planners are there in the New York?
Financial planners in the New York
Last updated: March 13, 2026
Approximately 65.0% of Financial planners in New York have email contacts, while 97.6% have phone numbers, providing solid reach for city and state-level targeting.
Data last updated March 13, 2026
97.6%
6,729 Financial planners in New York with Phone Number
65.0%
4,478 Financial planners in New York with Email Address
63.9%
4,401 Financial planners in New York with Phone and Email
Distribution by Location
Number of Financial planners across different territories
The Financial planners market in New York is highly concentrated in key cities such as New York (31.8%), Rochester (4.1%), Melville (3.7%), pointing to well-established industry hubs worth prioritizing in outreach planning.
City | Financial planners | % of Total |
|---|---|---|
| New York | 2,192 | 31.8% |
| Rochester | 280 | 4.1% |
| Melville | 255 | 3.7% |
| Brooklyn | 171 | 2.5% |
| Albany | 169 | 2.5% |
| Garden City | 168 | 2.4% |
| Syracuse | 166 | 2.4% |
| Buffalo | 151 | 2.2% |
| Williamsville | 143 | 2.1% |
| White Plains | 121 | 1.8% |
| Pittsford | 117 | 1.7% |
| Hauppauge | 113 | 1.6% |
| Saratoga Springs | 87 | 1.3% |
| Staten Island | 80 | 1.2% |
| Latham | 74 | 1.1% |
| Poughkeepsie | 59 | 0.9% |
| Jericho | 57 | 0.8% |
| Clifton Park | 57 | 0.8% |
| Great Neck | 55 | 0.8% |
These figures highlight that Financial planners businesses are concentrated in economically active cities, making them prime targets for large-scale outreach campaigns.
How to Use the List of Financial planners in New York
Explore various use cases for leveraging our contact database.
Territory Sales & Regional Prospecting
Phone coverage across New York is solid — 97.6% of financial planners have phone numbers in this dataset. Your team can start calling New York-based prospects immediately, without spending time sourcing or validating contacts first.
Statewide Email Campaigns
65.0% of financial planners in New York have an email address on record. That's enough coverage to run full-state email sequences — from initial outreach to follow-up — hitting every major market and regional hub in a single campaign.
Multi-Channel Outreach Across New York
63.9% of financial planners in New York have both phone and email on record. Rather than running separate lists per channel, your team can coordinate calls, emails, and follow-ups against the same contacts from one dataset.
Regional Ad Targeting
85.0% of financial planners in New York have a listed website — a strong signal of digital presence. Use those records to build lookalike audiences or upload the full list as a custom audience on Facebook, Google, or LinkedIn for precise, state-level ad targeting.
Pitching Services to New York Businesses
27.6% of financial planners in New York are rated 4 stars or higher by real customers — a prime segment for reputation management tools, review platforms, and any service that helps businesses maintain or grow their online presence statewide.
New York punches above its weight in the Financial planners space — big enough to run serious statewide campaigns, focused enough to keep targeting precise.
Top Cities in New York
List of Financial planners in New York with Social Media Accounts
46.5% on Facebook — supporting territory-level targeting across Facebook, Instagram, LinkedIn, and beyond
Explore Related Financial planners by Location
Around 85.0% of Financial planners in New York have an active website, giving sales teams a strong web-contact foundation for statewide outreach pipelines.
Data last updated March 13, 2026
85.0%
5,855 Financial planners in New York that have a website
15.0%
1,036 Financial planners in New York that do not have a website
Download sales qualified leads of Financial planners in the New York
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
Customer engagement is deep across New York: 1,902 Financial planners businesses hold a 4-star or higher rating, supporting quality-driven outreach at regional scale.
656
1-star rated Financial planners in New York
179
2-star rated Financial planners in New York
168
3-star rated Financial planners in New York
304
4-star rated Financial planners in New York
1,598
5-star rated Financial planners in New York
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial planners are there in New York?
There are 6,891 Financial planners in New York as of the latest update. This makes New York an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in New York have email addresses?
4,478 Financial planners in New York have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in New York have phone numbers?
6,729 Financial planners in New York include phone numbers. Of those, 4,401 also have email addresses, making them ideal for multi-channel outreach.
Which cities in New York have the most Financial planners businesses?
The top cities by Financial planners count are New York (2,192), Rochester (280), Melville (255). These markets represent the highest concentration of prospects and are strong targets for priority outreach and regional campaign planning.
Is this dataset suitable for statewide outreach to Financial planners in New York?
Absolutely. The dataset covers 6,891 Financial planners businesses across New York, giving you full statewide coverage for email, phone, and digital campaigns without geographic gaps.
What data fields are included for each Financial planners in New York?
Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.
How can I access the complete Financial planners list for New York?
You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.
Still have questions? Feel free to reach out to our support team
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