List of Financial planners in Vancouver
There are 211 Financial planners in Vancouver 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.
Vancouver accounts for approximately 5.6% 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 65.9% of Financial planners in Vancouver have email addresses, 99.5% have phone numbers, and 65.4% include both — with 70.6% also having a website.
These businesses are active on social media: 114 have Facebook pages, 87 are on Instagram, 106 have LinkedIn profiles, 96 use X (formerly Twitter), 64 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Vancouver.
| 211 Number of Financial planners | |
| 139 Email addresses | |
| 210 Phone numbers | |
| 149 With Websites | |
| 106 LinkedIn Profiles |
| 114 Facebook Profiles | |
| 87 Instagram Handles | |
| 96 X Handles | |
| 64 YouTube Channels | |
| 138 Phone and Email |
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Data updated on May 18, 2026
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Download sample list of Financial planners in Vancouver
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 Vancouver?
Financial planners in the Vancouver
Last updated: May 18, 2026
In Vancouver, approximately 65.9% of Financial planners have email contacts, while 99.5% have phone numbers, enabling direct, personalized outreach to decision-makers in this metro area.
Data last updated May 18, 2026
99.5%
210 Financial planners in Vancouver with Phone Number
65.9%
139 Financial planners in Vancouver with Email Address
65.4%
138 Financial planners in Vancouver with Phone and Email
More than half of Financial planners businesses in Vancouver 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 Vancouver
Vancouver 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 Vancouver
Every record in this dataset is a financial planners business verified within Vancouver — no filtering needed. 99.5% 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
Vancouver's tight geographic footprint makes it ideal for high-relevance outreach. With 65.9% 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
70.6% of financial planners in Vancouver 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: Vancouver's share of Washington's Financial planners market offers a manageable but meaningful prospect pool for local and regional campaigns.
Social Media Reach of Financial planners in Vancouver
Financial planners in Vancouver maintain an active social media presence, creating real opportunities for platform-specific outreach and local ad targeting.
Explore Related Financial planners by Location
Around 70.6% of Financial planners in Vancouver 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
70.6%
149 Financial planners in Vancouver that have a website
29.4%
62 Financial planners in Vancouver that do not have a website
Download sales qualified leads of Financial planners in the Vancouver
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 Vancouver?
There are 211 Financial planners in Vancouver as of the latest update. This makes Vancouver an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Vancouver have email addresses?
139 Financial planners in Vancouver have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Vancouver have phone numbers?
210 Financial planners in Vancouver include phone numbers. Of those, 138 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Vancouver?
Yes. The dataset covers 211 Financial planners businesses in Vancouver, 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 Vancouver?
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 Vancouver?
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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