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List of Financial planners in Kirkland

There are 121 Financial planners in Kirkland 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.

Kirkland accounts for approximately 3.2% of all 3,770 Financial planners in Washington, making it a focused local market with a well-defined prospect base ideal for precision outreach.

Around 71.1% of Financial planners in Kirkland have email addresses, 100.0% have phone numbers, and 71.1% include both — with 73.6% also having a website.

These businesses are active on social media: 69 have Facebook pages, 33 are on Instagram, 45 have LinkedIn profiles, 61 use X (formerly Twitter), 28 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Kirkland.

121 Number of Financial planners
86 Email addresses
121 Phone numbers
89 With Websites
45 LinkedIn Profiles
69 Facebook Profiles
33 Instagram Handles
61 X Handles
28 YouTube Channels
86 Phone and Email
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Data updated on May 18, 2026

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Download sample list of Financial planners in Kirkland

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 Kirkland?

Total Records
121

Financial planners in the Kirkland

Last updated: May 18, 2026

Contact Coverage · Kirkland

In Kirkland, approximately 71.1% of Financial planners have email contacts, while 100.0% have phone numbers, providing the contact depth needed for sustained local B2B campaigns.

Data last updated May 18, 2026

Statistics Icon

100.0%

121 Financial planners in Kirkland with Phone Number

Statistics Icon

71.1%

86 Financial planners in Kirkland with Email Address

Statistics Icon

71.1%

86 Financial planners in Kirkland with Phone and Email

Data Completeness

The depth of contact coverage in Kirkland is strong: over half of Financial planners records carry both an email address and a phone number, ready for direct outreach.

71.1%of Financial planners have both email & phone
Email + Phone71.1%
Email only71.1%
Phone only100.0%
Website73.6%

How to Use the List of Financial planners in Kirkland

Kirkland 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 Kirkland

Every record in this dataset is a financial planners business verified within Kirkland — no filtering needed. 100.0% 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

Kirkland's tight geographic footprint makes it ideal for high-relevance outreach. With 71.1% 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

73.6% of financial planners in Kirkland 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.

Focused Local Market

3.2%

of 3,770 Financial planners in Washington

City Market Overview

Kirkland represents an emerging local market for Financial planners — manageable size, low competition, and a clear prospect base to build from.

Email71.1%
Phone100.0%
Website73.6%

Social Media Reach of Financial planners in Kirkland

With strong social adoption among Financial planners in Kirkland, this dataset supports direct engagement on Facebook, Instagram, LinkedIn, and beyond.

Facebook Profiles
6957.0%
Facebook Profiles
Instagram Handles
3327.3%
Instagram Handles
LinkedIn Profiles
4537.2%
LinkedIn Profiles
X Handles
6150.4%
X Handles
Youtube Channels
2823.1%
Youtube Channels

Website Presence

Around 73.6% of Financial planners in Kirkland have an active website, giving you a clear edge for running geo-targeted digital campaigns within the city.

Data last updated May 18, 2026

Statistics Icon

73.6%

89 Financial planners in Kirkland that have a website

Statistics Icon

26.4%

32 Financial planners in Kirkland that do not have a website

Download sales qualified leads of Financial planners in the Kirkland

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 Kirkland?

There are 121 Financial planners in Kirkland as of the latest update. This makes Kirkland an active market for B2B outreach and lead generation in the Financial planners industry.

How many Financial planners in Kirkland have email addresses?

86 Financial planners in Kirkland have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Financial planners in Kirkland have phone numbers?

121 Financial planners in Kirkland include phone numbers. Of those, 86 also have email addresses, making them ideal for multi-channel outreach.

Can I use this data for local campaigns targeting Financial planners in Kirkland?

Yes. The dataset covers 121 Financial planners businesses in Kirkland, 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 Kirkland?

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 Kirkland?

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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