MARKET SIZE
153,429 records
87,811 with email · 149,919 with phone
FINANCIAL PLANNERS DATABASE
Updated October 24, 2026153,429
Financial planners in United States
There are 153,429 Financial planners in United States as of October 24, 2026. The highest concentrations are in states such as California (17,598), Florida (11,536), New York (10,350). While New York leads the financial planners market with 3,720 verified businesses, followed by Houston (1,816), Chicago (1,477) and Atlanta (1,351).
Phone is the dominant contact channel for financial planners: 149,919 records (97.7%) include a direct phone number, while 87,811 (57.2%) include an email address and 88,003 carry both, enabling multi-channel outreach.
68.1% of financial planners in United States maintain a website. The remaining 47,354 that don't have a website are a ready-made prospect list for web design and local SEO agencies.
57.2% Email Coverage97.7% Phone Coverage68.1% With Website153,429 Total Records
87,811
Records with Email
149,919
Records with Phone
104,533
Records with Website
66,360
Facebook Profiles
54,570
LinkedIn Profiles
SAMPLE PREVIEW
Financial planners List in United States
Browse a sample of 20 records — see the exact fields and data quality before you download.
| Company name | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rhodes White Baz.. | Address | Dallas | Texas | United States | Email | — | Website | 0 | 0 | — | ||||
| EdgeMAC | Address | Anaheim | California | United States | Email | Phone | Website | 2 | 1 | — | — | — | ||
| AmeriFlex - Hann.. | Address | Santa Barbara | California | United States | Email | Phone | Website | 0 | 0 | — | — | — | ||
| Retirement & Est.. | Address | Fort Collins | Colorado | United States | Email | Phone | Website | 0 | 5 | — | — | |||
| Frank N Szafrans.. | Address | Burr Ridge | Illinois | United States | Email | Phone | Website | 0 | 0 | |||||
| Price Financial.. | Address | Winter Springs | Florida | United States | Email | Phone | Website | 0 | 0 | — | — | — | ||
| Capital Advisors.. | Address | Denver | Colorado | United States | Email | Phone | Website | 0 | 0 | — | — | |||
| The Kravitz Grou.. | Address | Plano | Texas | United States | Email | Phone | Website | — | — | — | — | — | ||
| First Command Fi.. | Address | Bloomington | Minnesota | United States | Email | Phone | Website | 0 | 0 | — | ||||
| Kamden Robert La.. | Address | Clarksville | Tennessee | United States | Email | Phone | Website | 0 | 0 | — | ||||
| Fidelity Bank | Address | Bethlehem | Pennsylvania | United States | Email | Phone | Website | 11 | 3.9 | — | ||||
| Enterprise Bank.. | Address | Nashua | New Hampshire | United States | Email | Phone | Website | 5 | 3.4 | |||||
| Integrated Decis.. | Address | New York | New York | United States | — | Phone | — | 0 | 0 | — | — | — | — | |
| Tom Graybill - P.. | Address | Exton | Pennsylvania | United States | Email | Phone | Website | 1 | 5 | |||||
| Tracie Burton -.. | Address | Easton | Pennsylvania | United States | Email | Phone | Website | 0 | 0 | — | — | |||
| Linda Kay - Fina.. | Address | Troy | Michigan | United States | Email | Phone | Website | 0 | 0 | |||||
| Merrill Lynch Fi.. | Address | Brentwood | Tennessee | United States | — | Phone | Website | 0 | 0 | — | — | — | — | |
| Kathleen Marie K.. | Address | Chicago | Illinois | United States | Email | Phone | Website | 0 | 0 | |||||
| RWC Wealth Manag.. | Address | Spring Lake | New Jersey | United States | — | Phone | — | 1 | 5 | — | — | — | — | |
| Alana Financial.. | Address | Encino | California | United States | — | Phone | — | 0 | 0 | — | — | — | — |
This preview uses the stored sample rows. The full database contains 153,429 records.
READY TO GET STARTED?
Get the full Financial planners database
153,429 records — emails, phones, social profiles and more. One-time payment, instant CSV download.
One-time payment · No subscription · $379 only
DATABASE INSIGHTS
Financial planners in United States — Key Insights
GEOGRAPHIC CONCENTRATION
California, Florida, New York
Top 3 account for 25.7% of all records
CONTACT COVERAGE
57.2% email · 97.7% phone
88,003 records have both email and phone
DIGITAL ADOPTION
68.1% have a website
66,360 on Facebook · 54,570 on LinkedIn
DATABASE SCHEMA
Financial planners Database Fields — What's Included
Coverage is shown for the counts stored on this list. The file also includes the other 36 columns, including address, ratings, and profile links.
| Field name | Coverage | Records |
|---|---|---|
| Email Address | 57.2% | 87,811 |
| Phone Number | 97.7% | 149,919 |
| Website URL | 68.1% | 104,533 |
| Facebook Profile | 43.3% | 66,360 |
| Instagram Handle | 23.3% | 35,745 |
| LinkedIn Profile | 35.6% | 54,570 |
| X (Twitter) Handle | 34% | 52,212 |
| YouTube Channel | 20.4% | 31,267 |
GEOGRAPHIC COVERAGE
Database Coverage by City & State
This database covers 51 states and includes 153,429 financial planners records, with California containing the largest number of businesses.
Top 10 Cities — Financial planners in United States
New York accounts for 2.4% of all financial planners businesses in United States, followed by Houston (1.2%) and Chicago (1%).
| City | Total records | With email | With phone | Distribution |
|---|---|---|---|---|
| #1New York | 3,720 | 1,612 | 3,647 | 2.4% |
| #2Houston | 1,816 | 990 | 1,771 | 1.2% |
| #3Chicago | 1,477 | 700 | 1,432 | 1% |
| #4Atlanta | 1,351 | 731 | 1,305 | 0.9% |
| #5Dallas | 1,141 | 624 | 1,126 | 0.7% |
| #6Los Angeles | 1,091 | 510 | 1,060 | 0.7% |
| #7San Diego | 1,076 | 655 | 1,051 | 0.7% |
| #8San Francisco | 942 | 525 | 906 | 0.6% |
| #9Las Vegas | 932 | 416 | 926 | 0.6% |
| #10Charlotte | 927 | 530 | 926 | 0.6% |
Financial planners by State
California accounts for 11.5% of all financial planners businesses in United States, followed by Florida (7.5%) and New York (6.7%). Together, these three states represent 25.7% of the financial planners records in the database.
| State | Total records | With email | With phone | Distribution |
|---|---|---|---|---|
| #1California | 17,598 | 9,348 | 17,361 | 11.5% |
| #2Florida | 11,536 | 6,152 | 11,359 | 7.5% |
| #3New York | 10,350 | 5,274 | 10,067 | 6.7% |
| #4Texas | 10,026 | 5,837 | 9,868 | 6.5% |
| #5Illinois | 6,642 | 3,699 | 6,556 | 4.3% |
| #6Pennsylvania | 6,175 | 3,758 | 6,093 | 4% |
| #7Ohio | 5,455 | 3,369 | 5,343 | 3.6% |
| #8New Jersey | 5,119 | 2,741 | 5,037 | 3.3% |
| #9Michigan | 4,882 | 2,948 | 4,773 | 3.2% |
| #10Massachusetts | 4,334 | 2,564 | 4,294 | 2.8% |
CONTACT COVERAGE
Financial planners Database — Contact & Social Media Coverage
How many financial planners in United States have emails, phones, and social profiles stored.
STORED CONTACT COVERAGE
97.7%
149,919
With phone · 127,499 unique phones
57.2%
87,811
With email · 30,993 unique emails
57.4%
88,003
Phone and email
SOCIAL MEDIA PROFILES
- Facebook43.3%
- Instagram23.3%
- LinkedIn35.6%
- X / Twitter34%
- YouTube20.4%
FAQ
Frequently Asked Questions — Financial planners Database for United States
Everything you need to know about the database of financial planners in United States
How many Financial planners are there in United States?
Our verified database contains 153,429 Financial planners in United States, last updated October 24, 2026.
How much does the Financial planners database for United States cost?
The full financial planners leads database for United States is available for $379 as a single payment.
Once purchased, you immediately unlock all 153,429 records — no subscriptions, no per-record fees, and no user limits.
Can I preview a sample of the Financial planners data before buying?
Absolutely. We offer a free sample file so you can review the data quality, available fields, and file format prior to making a purchase.
How many Financial planners in United States have phone numbers?
149,919 financial planners in United States — 97.7% of the total database — come with a phone number.
This makes the list well-suited for cold calling, telemarketing outreach, and appointment-based sales campaigns.
How many Financial planners in United States have email addresses?
87,811 financial planners in United States (57.2%) have an email address on record.
Email continues to deliver strong ROI in B2B outreach, making this segment a solid fit for cold email campaigns, product launches, and automated drip sequences.
How many Financial planners in United States have both a phone number and an email address?
88,003 financial planners in United States include both a phone number and an email address.
Having two contact points per record supports multi-channel strategies — pairing phone outreach with email follow-ups consistently lifts response rates.
How many Financial planners in United States have a website?
104,533 financial planners in United States (68.1%) have a website URL on record.
This signals a higher level of digital presence, making them a strong target audience for SEO agencies, web hosting companies, and SaaS tools.
How many Financial planners in United States are active on social media?
Here is the social media breakdown for financial planners in United States: 54,570 on LinkedIn, 66,360 on Facebook, 35,745 on Instagram, 31,267 on YouTube, and 52,212 on X (Twitter).
How many Financial planners in United States do not have a website?
47,354 financial planners in United States currently have no business website.
This group represents an underserved, high-potential audience for web design studios, local SEO consultants, and Google Business profile optimization services.
Where can I buy verified market intelligence data for Financial planners businesses in United States?
B2B Email Databases offers verified market intelligence datasets for financial planners businesses in United States, available as a one-time purchase with no ongoing subscription required.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. If your focus is specifically on financial planners contacts in United States, a one-time $379 file is typically far more cost-effective than subscription platforms that charge thousands annually with seat-based pricing and long-term contracts.
Subscription tools work well for large teams needing broad, ongoing access across industries — but a targeted one-time list is the smarter choice when you already know your niche and geography.
How do I download the Financial planners list, and what file formats are available?
Download access is granted immediately after purchase. The data is provided in CSV format. For any additional format requirements, please contact our support team after completing your order.
Which states have the highest number of Financial planners in United States?
The leading states by Financial planners volume are California (17,598), Florida (11,536), New York (10,350).
Which cities have the highest number of Financial planners in United States?
The cities with the most Financial planners are New York (3,720), Houston (1,816), Chicago (1,477).
What data fields are included for each Financial planner in United States?
Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available. All datasets have 36 fields and the fields do not vary by dataset.
How can I access the complete Financial planners database for United States?
You can purchase and instantly download the full database from this page. A free sample is also available so you can review the data quality and structure before buying.