List of Financial planners in Seattle
There are 704 Financial planners in Seattle 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.
Seattle accounts for approximately 18.7% of all 3,770 Financial planners in Washington, making it the dominant city market in the state and a top priority for any regional outreach strategy.
Around 61.2% of Financial planners in Seattle have email addresses, 97.9% have phone numbers, and 60.4% include both — with 71.3% also having a website.
These businesses are active on social media: 331 have Facebook pages, 122 are on Instagram, 240 have LinkedIn profiles, 258 use X (formerly Twitter), 109 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Seattle.
| 704 Number of Financial planners | |
| 431 Email addresses | |
| 689 Phone numbers | |
| 502 With Websites | |
| 240 LinkedIn Profiles |
| 331 Facebook Profiles | |
| 122 Instagram Handles | |
| 258 X Handles | |
| 109 YouTube Channels | |
| 425 Phone and Email |
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Data updated on May 18, 2026
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Download sample list of Financial planners in Seattle
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 Seattle?
Financial planners in the Seattle
Last updated: May 18, 2026
In Seattle, approximately 61.2% of Financial planners have email contacts, while 97.9% have phone numbers, supporting high-conversion hyper-local outreach in this city market.
Data last updated May 18, 2026
97.9%
689 Financial planners in Seattle with Phone Number
61.2%
431 Financial planners in Seattle with Email Address
60.4%
425 Financial planners in Seattle with Phone and Email
More than half of Financial planners businesses in Seattle 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 Seattle
Seattle 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 Seattle
Every record in this dataset is a financial planners business verified within Seattle — no filtering needed. 97.9% 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
Seattle's tight geographic footprint makes it ideal for high-relevance outreach. With 61.2% 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
71.3% of financial planners in Seattle 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: Seattle holds a significant share of Washington's Financial planners businesses in one geographic area, giving campaigns a clear, high-value target zone.
Social Media Reach of Financial planners in Seattle
Many Financial planners in Seattle actively use social platforms, making it a strong market for direct engagement and targeted campaigns.
Explore Related Financial planners by Location
Around 71.3% of Financial planners in Seattle have an active website, a strong signal for hyper-local digital targeting and city-level web campaigns.
Data last updated May 18, 2026
71.3%
502 Financial planners in Seattle that have a website
28.7%
202 Financial planners in Seattle that do not have a website
Download sales qualified leads of Financial planners in the Seattle
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 Seattle?
There are 704 Financial planners in Seattle as of the latest update. This makes Seattle an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Seattle have email addresses?
431 Financial planners in Seattle have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Seattle have phone numbers?
689 Financial planners in Seattle include phone numbers. Of those, 425 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Seattle?
Yes. The dataset covers 704 Financial planners businesses in Seattle, 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 Seattle?
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 Seattle?
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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