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List of Financial planners in Washington

Washington has approximately 3,770 Financial planners as of May 18, 2026. The highest concentrations are in cities such as Seattle (704), Bellevue (496), Spokane (292), positioning Washington as a key regional market for city-level and statewide B2B campaigns.

Washington, contributing around 2.4% of all 158,590 Financial planners in United States, representing a focused regional opportunity for state-level B2B outreach and lead generation. Around 63.8% of Financial planners in Washington have email addresses, 98.5% have phone numbers, and 63.1% include both — with 71.9% also having a website.

Businesses in this dataset are well-represented on social media: 1,881 have Facebook pages, 997 are on Instagram, 1,439 have LinkedIn profiles, 1,479 use X (formerly Twitter), 778 maintain YouTube channels. This dataset helps target Financial planners across Washington efficiently.

3770 Number of Financial planners
2405 Email addresses
3712 Phone numbers
2711 With Websites
1439 LinkedIn Profiles
1881 Facebook Profiles
997 Instagram Handles
1479 X Handles
778 YouTube Channels
2379 Phone and Email
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Data updated on May 18, 2026

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Download sample list of Financial planners in Washington

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 20 records for you to look at the fields and the data that we provide.

NAMEAddressCityStateCountryEmailPhoneWebsiteReview CountReview ScoresGoogle URLFacebookInstagramLinkedInYoutube

Wealth Management Advisors

Location Address

Leawood

Kansas

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Tim Stark

Location Address

Dallas

Texas

United States

Email Email

Phone Phone

Website Website

1

5

-

Jason Erhardt - Associate Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Troy

Michigan

United States

Email Email

Phone Phone

Website Website

0

0

Harbor One Financial

Location Address

South Daytona

Florida

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Mercer Advisors - Columbus

Location Address

Westerville

Ohio

United States

Email Email

Phone Phone

Website Website

0

0

-

Allie E. Krider - RBC Wealth Management Financial Advisor

Location Address

Fort Lauderdale

Florida

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Charles Harvey - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Hingham

Massachusetts

United States

Email Email

Phone Phone

Website Website

0

0

LPL Financial

Location Address

Panama City

Florida

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

-

Financial Management Network, Inc.

Location Address

Mission Viejo

California

United States

Email Email

Phone Phone

Website Website

4

4

-

-

Wan Rosalyn

Location Address

Pensacola

Florida

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Emma Moore - Thrivent

Location Address

Mt Pleasant

North Carolina

United States

Email Email

Phone Phone

Website Website

0

0

-

-

Fidelity Investments

Location Address

Hingham

Massachusetts

United States

Email Email

Phone Phone

Website Website

18

3.7

Aaron Morgenstern - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Valhalla

New York

United States

Email Email

Phone Phone

Website Website

0

0

Denham Capital Management LLC

Location Address

Short Hills

New Jersey

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Merrill Lynch Financial Advisor Judson Burns

Location Address

Southlake

Texas

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

-

Kaden Matthew Millard - Associate Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Fort Worth

Texas

United States

Email Email

Phone Phone

Website Website

0

0

Principal Global Investors

Location Address

Chicago

Illinois

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Diversified Investment Advsrs

Location Address

Cincinnati

Ohio

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Paul Sutton Kosling - Financial Advisor, Ameriprise Financial Services, LLC

Location Address

Dublin

Ohio

United States

Email Email

Phone Phone

Website Website

0

0

Thrivent Financial

Location Address

DeKalb

Illinois

United States

Email Email

Phone Phone

Website Website

0

0

-

How many Financial planners are there in the Washington?

Total Records
3,770

Financial planners in the Washington

Last updated: May 18, 2026

Contact Coverage · Washington

Approximately 63.8% of Financial planners in Washington have email contacts, while 98.5% have phone numbers, enabling targeted state-level B2B campaigns.

Data last updated May 18, 2026

Statistics Icon

98.5%

3,712 Financial planners in Washington with Phone Number

Statistics Icon

63.8%

2,405 Financial planners in Washington with Email Address

Statistics Icon

63.1%

2,379 Financial planners in Washington with Phone and Email

Distribution by Location

Number of Financial planners across different territories

The Financial planners market in Washington is highly concentrated in key cities such as Seattle (18.7%), Bellevue (13.2%), Spokane (7.7%), reflecting where the largest pools of potential clients and partners are located.

City
Financial planners
% of Total

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 Washington

Explore various use cases for leveraging our contact database.

Territory Sales & Regional Prospecting

Phone coverage across Washington is solid — 98.5% of financial planners have phone numbers in this dataset. Your team can start calling Washington-based prospects immediately, without spending time sourcing or validating contacts first.

Statewide Email Campaigns

63.8% of financial planners in Washington 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 Washington

63.1% of financial planners in Washington 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

71.9% of financial planners in Washington 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 Washington Businesses

0.0% of financial planners in Washington 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.

Active Regional Market

2.4%

of all 158,590 Financial planners in United States

Market Position

Smaller share, but high signal: Washington's Financial planners market is concentrated enough to make hyper-targeted outreach highly effective.

Top Cities in Washington

List of Financial planners in Washington with Social Media Accounts

49.9% on Facebookmaking this state an ideal market for platform-specific outreach at regional scale

Facebook Profiles
1,88149.9%
Facebook Profiles
Instagram Handles
99726.4%
Instagram Handles
LinkedIn Profiles
1,43938.2%
LinkedIn Profiles
X Handles
1,47939.2%
X Handles
Youtube Channels
77820.6%
Youtube Channels

Website Presence

Around 71.9% of Financial planners in Washington have an active website, making this state an ideal target for regional digital marketing and website-driven campaigns.

Data last updated May 18, 2026

Statistics Icon

71.9%

2,711 Financial planners in Washington that have a website

Statistics Icon

28.1%

1,059 Financial planners in Washington that do not have a website

Download sales qualified leads of Financial planners in the Washington

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 planners are there in Washington?

There are 3,770 Financial planners in Washington as of the latest update. This makes Washington an active market for B2B outreach and lead generation in the Financial planners industry.

How many Financial planners in Washington have email addresses?

2,405 Financial planners in Washington have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Financial planners in Washington have phone numbers?

3,712 Financial planners in Washington include phone numbers. Of those, 2,379 also have email addresses, making them ideal for multi-channel outreach.

Which cities in Washington have the most Financial planners businesses?

The top cities by Financial planners count are Seattle (704), Bellevue (496), Spokane (292). 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 Washington?

Absolutely. The dataset covers 3,770 Financial planners businesses across Washington, giving you full statewide coverage for email, phone, and digital campaigns without geographic gaps.

What data fields are included for each Financial planners in Washington?

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 Washington?

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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