List of Financial planners in Columbia
There are 248 Financial planners in Columbia 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.
Columbia accounts for approximately 13.4% 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 59.7% of Financial planners in Columbia have email addresses, 99.2% have phone numbers, and 59.7% include both — with 76.6% also having a website.
These businesses are active on social media: 115 have Facebook pages, 63 are on Instagram, 110 have LinkedIn profiles, 90 use X (formerly Twitter), 56 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Columbia.
| 248 Number of Financial planners | |
| 148 Email addresses | |
| 246 Phone numbers | |
| 190 With Websites | |
| 110 LinkedIn Profiles |
| 115 Facebook Profiles | |
| 63 Instagram Handles | |
| 90 X Handles | |
| 56 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 planners in Columbia
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 Columbia?
Financial planners in the Columbia
Last updated: May 18, 2026
In Columbia, approximately 59.7% of Financial planners have email contacts, while 99.2% have phone numbers, supporting high-conversion hyper-local outreach in this city market.
Data last updated May 18, 2026
99.2%
246 Financial planners in Columbia with Phone Number
59.7%
148 Financial planners in Columbia with Email Address
59.7%
148 Financial planners in Columbia with Phone and Email
More than half of Financial planners businesses in Columbia 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 Columbia
Columbia 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 Columbia
Every record in this dataset is a financial planners business verified within Columbia — 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
Columbia's tight geographic footprint makes it ideal for high-relevance outreach. With 59.7% 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
76.6% of financial planners in Columbia 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 top-tier local market: Columbia holds a significant share of South Carolina's Financial planners businesses in one geographic area, giving campaigns a clear, high-value target zone.
Social Media Reach of Financial planners in Columbia
Many Financial planners in Columbia actively use social platforms, making it a strong market for direct engagement and targeted campaigns.
Explore Related Financial planners by Location
Around 76.6% of Financial planners in Columbia have an active website, a strong signal for hyper-local digital targeting and city-level web campaigns.
Data last updated May 18, 2026
76.6%
190 Financial planners in Columbia that have a website
23.4%
58 Financial planners in Columbia that do not have a website
Download sales qualified leads of Financial planners in the Columbia
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 Columbia?
There are 248 Financial planners in Columbia as of the latest update. This makes Columbia an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Columbia have email addresses?
148 Financial planners in Columbia have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Columbia have phone numbers?
246 Financial planners in Columbia include phone numbers. Of those, 148 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Columbia?
Yes. The dataset covers 248 Financial planners businesses in Columbia, 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 Columbia?
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 Columbia?
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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