List of Financial planners in Charleston
There are 130 Financial planners in Charleston 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.
Charleston accounts for approximately 7.0% of all 1,848 Financial planners in South Carolina, positioning it as one of the most significant city-level markets in the state for targeted B2B campaigns.
Around 63.8% of Financial planners in Charleston have email addresses, 99.2% have phone numbers, and 63.8% include both — with 70.0% also having a website.
These businesses are active on social media: 60 have Facebook pages, 27 are on Instagram, 61 have LinkedIn profiles, 41 use X (formerly Twitter), 33 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Charleston.
| 130 Number of Financial planners | |
| 83 Email addresses | |
| 129 Phone numbers | |
| 91 With Websites | |
| 61 LinkedIn Profiles |
| 60 Facebook Profiles | |
| 27 Instagram Handles | |
| 41 X Handles | |
| 33 YouTube Channels | |
| 83 Phone and Email |
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Data updated on May 18, 2026
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Download sample list of Financial planners in Charleston
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 |
|
|
| 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
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How many Financial planners are there in the Charleston?
Financial planners in the Charleston
Last updated: May 18, 2026
In Charleston, approximately 63.8% of Financial planners have email contacts, while 99.2% have phone numbers, enabling direct, personalized outreach to decision-makers in this metro area.
Data last updated May 18, 2026
99.2%
129 Financial planners in Charleston with Phone Number
63.8%
83 Financial planners in Charleston with Email Address
63.8%
83 Financial planners in Charleston with Phone and Email
More than half of Financial planners businesses in Charleston 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 Charleston
Charleston 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 Charleston
Every record in this dataset is a financial planners business verified within Charleston — no filtering needed. 99.2% 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
Charleston's tight geographic footprint makes it ideal for high-relevance outreach. With 63.8% 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
70.0% of financial planners in Charleston 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.
A solid city-level opportunity: Charleston's share of South Carolina's Financial planners market offers a manageable but meaningful prospect pool for local and regional campaigns.
Social Media Reach of Financial planners in Charleston
Financial planners in Charleston maintain an active social media presence, creating real opportunities for platform-specific outreach and local ad targeting.
Explore Related Financial planners by Location
Around 70.0% of Financial planners in Charleston 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
70.0%
91 Financial planners in Charleston that have a website
30.0%
39 Financial planners in Charleston that do not have a website
Download sales qualified leads of Financial planners in the Charleston
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 Charleston?
There are 130 Financial planners in Charleston as of the latest update. This makes Charleston an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Charleston have email addresses?
83 Financial planners in Charleston have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Charleston have phone numbers?
129 Financial planners in Charleston include phone numbers. Of those, 83 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Charleston?
Yes. The dataset covers 130 Financial planners businesses in Charleston, 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 Charleston?
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 Charleston?
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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