List of Financial advisors in North Carolina
North Carolina has approximately 181 Financial advisors as of May 18, 2026.
North Carolina, contributing around 3.0% of all 6,011 Financial advisors in United States, representing a focused regional opportunity for state-level B2B outreach and lead generation. Around 82.9% of Financial advisors in North Carolina have email addresses, 98.3% have phone numbers, and 81.8% include both — with 96.1% also having a website.
Businesses in this dataset are well-represented on social media: 81 have Facebook pages, 26 are on Instagram, 81 have LinkedIn profiles, 58 use X (formerly Twitter), 35 maintain YouTube channels. This dataset helps target Financial advisors across North Carolina efficiently.
| 181 Number of Financial advisors | |
| 150 Email addresses | |
| 178 Phone numbers | |
| 174 With Websites | |
| 81 LinkedIn Profiles |
| 81 Facebook Profiles | |
| 26 Instagram Handles | |
| 58 X Handles | |
| 35 YouTube Channels | |
| 148 Phone and Email |
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Data updated on May 18, 2026
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Download sample list of Financial advisors in North Carolina
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 |
|
|
| 0 | 0 | |||||
Weststar Prosperity Partners |
| Enumclaw | Washington | United States |
|
|
| 3 | 5 | - | - | - | ||
Covenant Capital - Raymond James |
| Frederick | Maryland | United States |
|
|
| 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 North Carolina?
Financial advisors in the North Carolina
Last updated: May 18, 2026
Approximately 82.9% of Financial advisors in North Carolina have email contacts, while 98.3% have phone numbers, supporting effective regional outreach strategies.
Data last updated May 18, 2026
98.3%
178 Financial advisors in North Carolina with Phone Number
82.9%
150 Financial advisors in North Carolina with Email Address
81.8%
148 Financial advisors in North Carolina with Phone and Email
How to Use the List of Financial advisors in North Carolina
Explore various use cases for leveraging our contact database.
Territory Sales & Regional Prospecting
Phone coverage across North Carolina is solid — 98.3% of financial advisors have phone numbers in this dataset. Your team can start calling North Carolina-based prospects immediately, without spending time sourcing or validating contacts first.
Statewide Email Campaigns
82.9% of financial advisors in North Carolina 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 North Carolina
81.8% of financial advisors in North Carolina 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
96.1% of financial advisors in North Carolina 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 North Carolina Businesses
0.0% of financial advisors in North Carolina 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.
North Carolina represents a focused slice of the national Financial advisors market — ideal for teams who want depth in a specific territory without the noise of broader campaigns.
List of Financial advisors in North Carolina with Social Media Accounts
44.8% on Facebook — reflecting strong digital engagement across the state and readiness for regional social campaigns
Explore Related Financial advisors by Location
Around 96.1% of Financial advisors in North Carolina have an active website, reflecting strong digital maturity across the state and readiness for web-based outreach.
Data last updated May 18, 2026
96.1%
174 Financial advisors in North Carolina that have a website
3.9%
7 Financial advisors in North Carolina that do not have a website
Download sales qualified leads of Financial advisors in the North Carolina
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 North Carolina?
There are 181 Financial advisors in North Carolina as of the latest update. This makes North Carolina an active market for B2B outreach and lead generation in the Financial advisors industry.
How many Financial advisors in North Carolina have email addresses?
150 Financial advisors in North Carolina have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial advisors in North Carolina have phone numbers?
178 Financial advisors in North Carolina include phone numbers. Of those, 148 also have email addresses, making them ideal for multi-channel outreach.
Which cities in North Carolina have the most Financial advisors businesses?
The concentration of Financial advisors varies across cities within North Carolina. 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 North Carolina?
Absolutely. The dataset covers 181 Financial advisors businesses across North Carolina, giving you full statewide coverage for email, phone, and digital campaigns without geographic gaps.
What data fields are included for each Financial advisors in North Carolina?
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 North Carolina?
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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