List of Financial planners in Washington
There are 527 Financial planners in Washington as of May 18, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.
Washington accounts for approximately 90.2% of all 584 Financial planners in District of Columbia, making it the dominant city market in the state and a top priority for any regional outreach strategy.
Around 53.5% of Financial planners in Washington have email addresses, 98.3% have phone numbers, and 52.8% include both — with 76.5% also having a website.
These businesses are active on social media: 227 have Facebook pages, 54 are on Instagram, 130 have LinkedIn profiles, 139 use X (formerly Twitter), 57 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Washington.
| 527 Number of Financial planners | |
| 282 Email addresses | |
| 518 Phone numbers | |
| 403 With Websites | |
| 130 LinkedIn Profiles |
| 227 Facebook Profiles | |
| 54 Instagram Handles | |
| 139 X Handles | |
| 57 YouTube Channels | |
| 278 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.
| 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 |
|
|
| 0 | 0 | - | ||||
Allie E. Krider - RBC Wealth Management Financial Advisor |
| Fort Lauderdale | Florida | United States |
|
|
| 0 | 0 | - | - | - | ||
Charles Harvey - Financial Advisor, Ameriprise Financial Services, LLC |
| Hingham | Massachusetts | United States |
|
|
| 0 | 0 | |||||
LPL Financial |
| Panama City | Florida | United States |
|
|
| 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 |
|
|
| 0 | 0 | - | - | - | - | |
Kaden Matthew Millard - Associate Financial Advisor, Ameriprise Financial Services, LLC |
| Fort Worth | Texas | United States |
|
|
| 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 |
|
|
| 0 | 0 | |||||
Thrivent Financial |
| DeKalb | Illinois | United States |
|
|
| 0 | 0 | - |
Address
Email
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How many Financial planners are there in the Washington?
Financial planners in the Washington
Last updated: May 18, 2026
In Washington, approximately 53.5% of Financial planners have email contacts, while 98.3% have phone numbers, enabling direct, personalized outreach to decision-makers in this metro area.
Data last updated May 18, 2026
98.3%
518 Financial planners in Washington with Phone Number
53.5%
282 Financial planners in Washington with Email Address
52.8%
278 Financial planners in Washington with Phone and Email
More than half of Financial planners businesses in Washington are reachable by both email and phone — making this dataset exceptionally actionable for multi-channel campaigns.
How to Use the List of Financial planners in Washington
Washington is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.
Direct Sales Outreach in Washington
Every record in this dataset is a financial planners business verified within Washington — no filtering needed. 98.3% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.
City-Focused Email & Phone Campaigns
Washington's tight geographic footprint makes it ideal for high-relevance outreach. With 53.5% of financial planners having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.
Local Ad Audience Building
76.5% of financial planners in Washington have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.
More than 1 in 5 Financial planners businesses in District of Columbia are right here in Washington. For city-level campaigns, this depth means you can run sustained outreach without exhausting the prospect pool.
Social Media Reach of Financial planners in Washington
Financial planners in Washington maintain an active social media presence, creating real opportunities for platform-specific outreach and local ad targeting.
Around 76.5% of Financial planners in Washington have an active website, making this city a prime market for local SEO outreach and website-based lead capture.
Data last updated May 18, 2026
76.5%
403 Financial planners in Washington that have a website
23.5%
124 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 527 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?
282 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?
518 Financial planners in Washington include phone numbers. Of those, 278 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Washington?
Yes. The dataset covers 527 Financial planners businesses in Washington, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.
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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