List of Financial planners in United States
There are 158,590 Financial planners in United States as of May 18, 2026. The highest concentrations are in states such as California (18,479), Florida (11,991), New York (10,789), making this a strong market for nationwide B2B outreach and large-scale lead generation.
The Email list of Financial planners in United States includes 92,397 email addresses, 155,814 phone numbers, and 91,366 contacts with both — giving you multiple channels to reach Financial planners across United States. Over 109,536 listings include website URLs, many with direct contact page links.
Across the country, these businesses maintain a strong social media presence: 69,851 have Facebook pages, 37,066 are on Instagram, 57,133 have LinkedIn profiles, 54,424 use X (formerly Twitter), 32,629 maintain YouTube channels. This dataset is ideal for nationwide B2B targeting.
| 158590 Number of Financial planners | |
| 92397 Email addresses | |
| 155814 Phone numbers | |
| 109536 With Websites | |
| 57133 LinkedIn Profiles |
| 69851 Facebook Profiles | |
| 37066 Instagram Handles | |
| 54424 X Handles | |
| 32629 YouTube Channels | |
| 91366 Phone and Email |
Have trouble, confusion, or just need help? Contact us, and we’ll sort it out!
Data updated on May 18, 2026
$ 399 $798 (Discount: 50% OFF)
Download sample list of Financial planners in United States
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.
| NAME | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Wealth Management Advisors |
| Leawood | Kansas | United States |
|
|
| 0 | 0 | - | - | - | ||
Tim Stark |
| Dallas | Texas | United States |
|
|
| 1 | 5 | - | ||||
Jason Erhardt - Associate Financial Advisor, Ameriprise Financial Services, LLC |
| Troy | Michigan | United States |
|
|
| 0 | 0 | |||||
Harbor One Financial |
| South Daytona | Florida | United States |
|
| - | 0 | 0 | - | - | - | - | |
Mercer Advisors - Columbus |
| Westerville | Ohio | United States |
|
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| 0 | 0 | - | ||||
Allie E. Krider - RBC Wealth Management Financial Advisor |
| Fort Lauderdale | Florida | United States |
|
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| 0 | 0 | - | - | - | ||
Charles Harvey - Financial Advisor, Ameriprise Financial Services, LLC |
| Hingham | Massachusetts | United States |
|
|
| 0 | 0 | |||||
LPL Financial |
| Panama City | Florida | United States |
|
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| 0 | 0 | - | - | - | - | |
Financial Management Network, Inc. |
| Mission Viejo | California | United States |
|
|
| 4 | 4 | - | - | |||
Wan Rosalyn |
| Pensacola | Florida | United States |
|
| - | 0 | 0 | - | - | - | - | |
Emma Moore - Thrivent |
| Mt Pleasant | North Carolina | United States |
|
|
| 0 | 0 | - | - | |||
Fidelity Investments |
| Hingham | Massachusetts | United States |
|
|
| 18 | 3.7 | |||||
Aaron Morgenstern - Financial Advisor, Ameriprise Financial Services, LLC |
| Valhalla | New York | United States |
|
|
| 0 | 0 | |||||
Denham Capital Management LLC |
| Short Hills | New Jersey | United States |
|
| - | 0 | 0 | - | - | - | - | |
Merrill Lynch Financial Advisor Judson Burns |
| Southlake | Texas | United States |
|
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| 0 | 0 | - | - | - | - | |
Kaden Matthew Millard - Associate Financial Advisor, Ameriprise Financial Services, LLC |
| Fort Worth | Texas | United States |
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| 0 | 0 | |||||
Principal Global Investors |
| Chicago | Illinois | United States |
|
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| 0 | 0 | - | - | - | ||
Diversified Investment Advsrs |
| Cincinnati | Ohio | United States |
|
| - | 0 | 0 | - | - | - | - | |
Paul Sutton Kosling - Financial Advisor, Ameriprise Financial Services, LLC |
| Dublin | Ohio | United States |
|
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| 0 | 0 | |||||
Thrivent Financial |
| DeKalb | Illinois | United States |
|
|
| 0 | 0 | - |
Address
Email
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How many Financial planners are there in the United States?
Financial planners in the United States
Last updated: May 18, 2026
Top 10 cities with the most number of Financial planners in United States
Cities in United States ranked by the number of businesses in this category.
City | Financial planners |
|---|---|
Distribution by Location
Number of Financial planners across different territories
The Financial planners market in United States is highly concentrated in key states such as California (11.7%), Florida (7.6%), New York (6.8%), indicating strong regional clusters and economic activity.
State/Territory | Financial planners | % of Total |
|---|---|---|
| California | 18,479 | 11.7% |
| Florida | 11,991 | 7.6% |
| New York | 10,789 | 6.8% |
| Texas | 10,382 | 6.5% |
| Illinois | 6,918 | 4.4% |
| Pennsylvania | 6,466 | 4.1% |
| Ohio | 5,671 | 3.6% |
| New Jersey | 5,315 | 3.4% |
| Michigan | 5,085 | 3.2% |
| Massachusetts | 4,534 | 2.9% |
| Minnesota | 4,442 | 2.8% |
| Georgia | 4,074 | 2.6% |
| North Carolina | 4,049 | 2.6% |
| Colorado | 3,911 | 2.5% |
| Washington | 3,770 | 2.4% |
| Virginia | 3,567 | 2.2% |
| Wisconsin | 3,453 | 2.2% |
| Connecticut | 3,137 | 2.0% |
| Arizona | 3,119 | 2.0% |
| Maryland | 2,958 | 1.9% |
These figures highlight that Financial planners businesses are concentrated in economically active states, making them prime targets for large-scale outreach campaigns.
Ways to Use the List of Financial planners in United States
Explore various use cases for leveraging our contact database.
Direct Sales Outreach
Phone coverage in United States is strong — 98.2% of financial planners have phone numbers on record. That's a large, ready-to-call prospect pool ready for cold outreach, appointment setting, and direct sales campaigns without any additional sourcing.
Email Marketing Campaigns
58.3% of financial planners in United States have an email address on record. Pair that with phone data and you have the foundation for multi-touch sequences — email first, phone follow-up — across a well-covered local market.
Multi-Channel Outreach
Not every prospect responds to the same channel. 57.6% of financial planners in United States include both phone and email, so your team can run coordinated sequences across channels from a single, consistent contact list.
Website & Digital Targeting
A 69.1% website coverage rate means a significant share of financial planners in United States have a traceable digital presence. Use those URLs to build lookalike audiences, run ad retargeting, or qualify prospects before outreach.
Reputation & Review Outreach
Real customer ratings are baked into this dataset — 0.0% of financial planners in United States are rated 4 stars or higher. That's your opening for review management pitches, referral programs, and retention-focused campaigns targeting already-satisfied businesses.
Social Media Ad Audiences
44.0% of financial planners in United States maintain an active presence on at least one major social platform. Upload the list directly as a custom audience on Facebook, LinkedIn, or Instagram for industry-targeted ads that outperform broad geo campaigns.
List of Financial planners in United States
Approximately 58.3% of Financial planners in United States have email contacts, while 98.2% have phone numbers, enabling scalable multi-channel outreach campaigns. Data last updated May 18, 2026.
98.2%
155,814 Financial planners in United States with Phone Number
58.3%
92,397 Financial planners in United States with Email Address
57.6%
91,366 Financial planners in United States with Phone and Email
List of Financial planners in United States with Social Media Accounts
44.0% on Facebook — reflecting strong digital engagement and marketing readiness
Explore Related Financial planners by Location
Around 69.1% of Financial planners in United States have an active website, indicating strong digital adoption across the industry.
Data last updated May 18, 2026
69.1%
109,536 Financial planners in United States that have a website
30.9%
49,054 Financial planners in United States that do not have a website
Download sales qualified leads of Financial planners in the United States
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 United States?
There are 158,590 Financial planners in United States as of the latest update. This makes United States a significant market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in United States have email addresses?
92,397 Financial planners in United States have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in United States have phone numbers?
155,814 Financial planners in United States include phone numbers. Of those, 91,366 also have email addresses, making them ideal for multi-channel outreach.
Which states have the highest number of Financial planners in United States?
The top states by Financial planners count are California (18,479), Florida (11,991), New York (10,789). These markets represent the highest concentration of prospects and are strong targets for priority outreach and regional campaign planning.
Can I use this dataset to run nationwide campaigns targeting Financial planners?
Yes. With 158,590 Financial planners records spanning the entire United States, this dataset is built for nationwide B2B outreach — whether you're running email campaigns, phone outreach, or paid ad audiences across multiple states simultaneously.
What data fields are included for each Financial planners in United States?
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 United States?
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.
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