List of Financial advisors in New York
New York has approximately 263 Financial advisors as of May 18, 2026.
New York, contributing around 4.4% of all 6,011 Financial advisors in United States, representing a focused regional opportunity for state-level B2B outreach and lead generation. Around 75.7% of Financial advisors in New York have email addresses, 96.6% have phone numbers, and 74.1% include both — with 93.9% also having a website.
Businesses in this dataset are well-represented on social media: 104 have Facebook pages, 41 are on Instagram, 106 have LinkedIn profiles, 68 use X (formerly Twitter), 35 maintain YouTube channels. This dataset helps target Financial advisors across New York efficiently.
| 263 Number of Financial advisors | |
| 199 Email addresses | |
| 254 Phone numbers | |
| 247 With Websites | |
| 106 LinkedIn Profiles |
| 104 Facebook Profiles | |
| 41 Instagram Handles | |
| 68 X Handles | |
| 35 YouTube Channels | |
| 195 Phone and Email |
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Data updated on May 18, 2026
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Download sample list of Financial advisors in New York
Find new clients and close more deals with the world s best business leads provider. You can download Financial advisors email and phone number lists for your sales teams. Here is a random sample of 20 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 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Wealth Enhancement Group |
| Plymouth | Minnesota | United States |
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| 0 | 4.4 | - | - | |||
Christopher Mccown, Agent - New York Life |
| Lynchburg | Virginia | United States |
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| 0 | 0 | |||||
JOEY VAN OTTERLOO, Financial Advisor - BLUEWATER FINANCIAL GROUP, LLC |
| Rock Valley | Iowa | United States |
|
|
| 0 | 0 | - | - | - | ||
Lorson Financial LLC |
| Orrville | Ohio | United States |
|
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| 0 | 0 | - | - | - | - | |
DreamWork Financial Group |
| Birmingham | Alabama | United States |
|
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| 0 | 0 | |||||
Weststar Prosperity Partners |
| Enumclaw | Washington | United States |
|
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| 3 | 5 | - | - | - | ||
Covenant Capital - Raymond James |
| Frederick | Maryland | United States |
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| 0 | 0 | - | - | - | - | |
Young American Wealth Management |
| New Braunfels | Texas | United States |
|
|
| 0 | 0 | - | - | - | - | |
Hemispheres Investment Management |
| Beverly Hills | California | United States |
|
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| 1 | 5 | - | - | - | - | |
BRIA Capital Group - Mike Garcia, AAMS® |
| Lutz | Florida | United States |
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| 39 | 5 | - | - | - | - | |
Marc Oslar Retirement Experience |
| Cary | North Carolina | United States |
|
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| 0 | 0 | - | - | - | ||
One Wealth Management |
| Scottsdale | Arizona | United States |
|
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| 0 | 0 | - | ||||
Gwynedd Wealth Partners, LLC |
| Plymouth Meeting | Pennsylvania | United States |
|
|
| 0 | 0 | - | - | - | ||
Suncrest Advisors - Idaho |
| Idaho Falls | Idaho | United States |
|
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| 18 | 5 | - | - | - | ||
Integro Wealth Advisors |
| Colorado Springs | Colorado | United States |
|
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| 0 | 5 | |||||
Eagle Peak Wealth Management |
| Longmont | Colorado | United States |
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| 0 | 0 | |||||
Bruce Brennen, Registered Representative - New York Life |
| Redmond | Washington | United States |
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| 0 | 0 | - | - | - | - | |
FIT Wealth Management |
| Whitehouse Station | New Jersey | United States |
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| 0 | 0 | - | - | - | - | |
Independent Financial Services |
| Land O Lakes | Florida | United States |
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| 7 | 5 | - | ||||
Corient |
| Charlotte | North Carolina | United States |
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| 1 | 5 | - | - |
Address
Email
Phone
Website
How many Financial advisors are there in the New York?
Financial advisors in the New York
Last updated: May 18, 2026
Approximately 75.7% of Financial advisors in New York have email contacts, while 96.6% have phone numbers, giving strong contact coverage for regional sales and marketing.
Data last updated May 18, 2026
96.6%
254 Financial advisors in New York with Phone Number
75.7%
199 Financial advisors in New York with Email Address
74.1%
195 Financial advisors in New York with Phone and Email
How to Use the List of Financial advisors in New York
Explore various use cases for leveraging our contact database.
Territory Sales & Regional Prospecting
Phone coverage across New York is solid — 96.6% of financial advisors 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
75.7% of financial advisors 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
74.1% of financial advisors 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
93.9% of financial advisors 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
0.0% of financial advisors 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.
For businesses entering the Financial advisors space regionally, New York offers a manageable, well-defined prospect base to build from.
List of Financial advisors in New York with Social Media Accounts
40.3% on LinkedIn — indicating high social adoption across the state, supporting both organic and paid strategies
Explore Related Financial advisors by Location
Around 93.9% of Financial advisors in New York have an active website, ideal for agencies and SaaS tools looking to scale their reach across a single high-value state.
Data last updated May 18, 2026
93.9%
247 Financial advisors in New York that have a website
6.1%
16 Financial advisors in New York that do not have a website
Download sales qualified leads of Financial advisors in the New York
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial advisors are there in New York?
There are 263 Financial advisors in New York as of the latest update. This makes New York an active market for B2B outreach and lead generation in the Financial advisors industry.
How many Financial advisors in New York have email addresses?
199 Financial advisors in New York have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial advisors in New York have phone numbers?
254 Financial advisors in New York include phone numbers. Of those, 195 also have email addresses, making them ideal for multi-channel outreach.
Which cities in New York have the most Financial advisors businesses?
The concentration of Financial advisors varies across cities within New York. The dataset includes a full cities-level breakdown so you can identify and prioritize the strongest markets for your campaigns.
Is this dataset suitable for statewide outreach to Financial advisors in New York?
Absolutely. The dataset covers 263 Financial advisors 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 advisors 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 advisors 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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