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List of Financial advisors in North America

There are 9423 Financial advisors in North America as of October 15, 2025; which is an 0.12% increase from 2023. Of these locations, 5413 Financial advisors which is 57.44% of all Financial advisors in North America are single-owner operations, while the remaining 4010 which is 42.56% are part of larger brands. Average age of Financial advisors in North America is 4 years and 11 months.

Financial advisors are also establishing a strong digital presence across various platforms: 4305 have LinkedIn profiles, 3862 have Facebook Pages, 1739 are active on Instagram, 2763 have X (formerly Twitter) handles, 99 are on TikTok, and 2429 have YouTube channels. About 8927 Financial advisors have their own website and the remaining 496 don’t have their own website.

  • 3862

    Facebook Profiles

  • 1739

    Instagram Handles

  • 2763

    X Handles

  • 99

    TikTok Profiles

  • 2429

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial advisors in North America

You can download Financial advisors email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLCAddressGreenwichConnecticutUnited StatesEmailPhone15Link
Visionary Wealth PartnersAddressSan AntonioTexasUnited StatesEmailPhone00Link
John Ginn, Registered Representative - New York LifeAddressPalatkaFloridaUnited StatesEmailPhone00Link
Interra Investments - Financial Advisor: Katelyn KelterAddressGoshenIndianaUnited StatesEmailPhone00Link
Blue Trust | Walnut Creek Financial AdvisorsAddressAcalanes RidgeCaliforniaUnited StatesEmailPhone00Link
Money LadderSacramentoCaliforniaUnited StatesEmailPhone00Link
Empirical Wealth ManagementAddressSan DiegoCaliforniaUnited StatesEmailPhone00Link
Nelson Wood, Principal - Wood Legacy Group, LLCAddressDallasTexasUnited StatesEmailPhone00Link
Shanae Carrington, MBA, FSCPAddressHarrisonNew YorkUnited StatesEmailPhone44.5Link
GenWealth Advisory GroupAddressSalt Lake CityUtahUnited StatesEmailPhone1125Link
[
  {
    "name": "Tier 4 Planning, a financial advisory practice of Ameriprise Financial Services LLC",
    "address": "41**********",
    "phone": "********6744",
    "email": "ti**********@am******",
    "lat": 41.0299682,
    "lng": -73.6284214,
    "url": "ht**********",
    "country": "United States",
    "state": "Connecticut",
    "city": "Greenwich",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services,Insurance brokers,Financial consultants,Financial advisors"
  },
  {
    "name": "Visionary Wealth Partners",
    "address": "75**********",
    "phone": "********6605",
    "email": "in**@vi**********",
    "lat": 29.5043139,
    "lng": -98.5512513,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "San Antonio",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial advisors,Financial planners,Insurance agencies"
  },
  {
    "name": "John Ginn, Registered Representative - New York Life",
    "address": "42**********",
    "phone": "********4501",
    "email": "jo******@ft**********",
    "lat": 29.6468831,
    "lng": -81.6332504,
    "url": "ht**********",
    "country": "United States",
    "state": "Florida",
    "city": "Palatka",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Insurance brokers,Insurance companies,Life insurance agencies,Financial advisors"
  },
  {
    "name": "Interra Investments - Financial Advisor: Katelyn Kelter",
    "address": "30**********",
    "phone": "********2506",
    "email": "ms*@in**********",
    "lat": 41.5860701,
    "lng": -85.838128,
    "url": "ht**********",
    "country": "United States",
    "state": "Indiana",
    "city": "Goshen",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial advisors"
  },
  {
    "name": "Blue Trust | Walnut Creek Financial Advisors",
    "address": "12**********",
    "phone": "********0372",
    "email": "em********@bl**********",
    "lat": 37.8972597,
    "lng": -122.0699402,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Acalanes Ridge",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial advisors"
  },
  {
    "name": "Money Ladder",
    "address": "",
    "phone": "********8492",
    "email": "mo*********@mo**********",
    "lat": 38.561734,
    "lng": -121.46143,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Sacramento",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Companies,Financial advisors,Service establishments"
  },
  {
    "name": "Empirical Wealth Management",
    "address": "31**********",
    "phone": "********7097",
    "email": "in**@em**********",
    "lat": 32.7747243,
    "lng": -117.1275094,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Diego",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial advisors"
  },
  {
    "name": "Nelson Wood, Principal - Wood Legacy Group, LLC",
    "address": "12**********",
    "phone": "********2489",
    "email": "ne********@ft**********",
    "lat": 32.9139703,
    "lng": -96.77377,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Dallas",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial advisors"
  },
  {
    "name": "Shanae Carrington, MBA, FSCP",
    "address": "77**********",
    "phone": "********6182",
    "email": "sc**********@ft**********",
    "lat": 41.0230842,
    "lng": -73.7316962,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Harrison",
    "star_count": 4.5,
    "rating_count": 4,
    "category_name": "Financial advisors"
  },
  {
    "name": "GenWealth Advisory Group",
    "address": "73**********",
    "phone": "********0333",
    "email": "In**@ge**********",
    "lat": 40.6172371,
    "lng": -111.8599646,
    "url": "ht**********",
    "country": "United States",
    "state": "Utah",
    "city": "Salt Lake City",
    "star_count": 5,
    "rating_count": 112,
    "category_name": "Financial consultants,Insurance agencies,Financial advisors"
  }
]

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How SmartScrapers Data Can Help You

SmartScrapers provides robust data solutions for businesses aiming to connect with Financial advisors across various channels. Whether you need a Financial advisors email list in North America or a Financial advisors IG profile list in North America, our comprehensive database empowers you to create targeted outreach strategies. Below are the key ways our data can give you a competitive edge:

Email Marketing

With our Financial advisors email list in North America, you can personalize your campaigns to resonate with owners, managers, and key decision-makers. This direct line of communication allows you to showcase promotions, introduce new products, or share relevant updates that drive engagement and conversions.

Cold Calling

Having a reliable Financial advisors phone list in North America is essential for immediate and personalized conversations. SmartScrapers’ database provides verified contacts that help you quickly connect with the right people, saving you time and increasing your success rate with telephone outreach.

Mail Campaigns

Traditional mail still has its place in today’s digital world. Tap into our Financial advisors mailing list in North America to send catalogs, brochures, or promotional offers directly to physical addresses. This tangible approach can cut through online clutter and create a lasting impression.

Instagram DM Outreach

Reach a visually driven audience using our Financial advisors IG profile list in North America.

LinkedIn Outreach

If you’re seeking professional connections, our Financial advisors LinkedIn profile list in North America is your gateway to building meaningful B2B relationships. Connect with owners, general managers, and marketing leaders on LinkedIn to propose partnerships, pitch your services, or explore collaborative opportunities.

Facebook Message Outreach

Leverage the ubiquity of Facebook to engage Financial advisors on a platform familiar to millions of users. Our Financial advisors Facebook profile list in North America allows you to initiate conversations through Facebook Messenger, share targeted ads, and gain valuable insights from user interactions.

By integrating these strategies, you’ll maximize your reach and ensure that your brand stands out in a crowded marketplace. SmartScrapers’ data makes it easier to connect with the right Financial advisors, at the right time, through the right channel.

Target Financial advisors on Paid Channels

You can also leverage the SmartScrapers database to create custom audiences on leading advertising platforms. By uploading our Financial advisors email list in North America, Financial advisors phone list in North America, or other relevant data, you can run highly targeted campaigns to reach Financial advisors more effectively. Here’s how to target Financial advisors on Facebook Ads, Instagram Ads, Google Ads, and YouTube:

Facebook Ads

Wondering how to target Financial advisors on Facebook Ads? Simply upload your Financial advisors contact list as a custom audience in Facebook Ads Manager. From there, you can create campaigns that speak directly to Financial advisors owners and managers, ensuring your ads appear in front of the most relevant audience. You can also build lookalike audiences to expand your reach to similar prospects.

Instagram Ads

Wondering how to target Financial advisors on Instagram Ads? Since Instagram shares its Ads Manager with Facebook, you can follow a similar process by uploading your Financial advisors data. This allows you to place engaging visuals, Stories ads, or Reels ads directly in front of key decision-makers who frequently browse Instagram for the latest trends and collaborations.

Google Ads

If you’re exploring how to target Financial advisors on Google Ads, you can upload your SmartScrapers’ list as a Customer Match audience in Google Ads. This makes it possible to show highly relevant display ads, text ads, or even shopping ads (if applicable) to Financial advisors contacts. Additionally, you can build Similar Audiences based on your data to reach new, but similar, Financial advisors leads.

YouTube

When figuring out how to target Financial advisors on YouTube, use Google Ads’ video campaign features. By importing your custom audience list, you can display pre-roll or in-stream ads that speak directly to Financial advisors professionals. This high-impact platform allows you to showcase compelling video content that resonates with a visually oriented audience.

By integrating custom audiences and leveraging the right messaging, you’ll create highly focused campaigns that appeal to Financial advisors owners and managers. Whether you’re advertising on Facebook, Instagram, Google, or YouTube, SmartScrapers’ data helps you reach the right people, at the right time, with the right message.

How many Financial advisors are there in North America?

There are a total of 9423 Financial advisors in North America as of October 15, 2025.

Number of Financial advisors in North America with Phone Number

9188

Number of Financial advisors in North America with Email

3031

List of Financial advisors in North America with Social Media Accounts

3862

Facebook Profiles

1739

Instagram Handles

4305

LinkedIn Profiles

2763

X Handles

99

TikTok Profiles

9

WhatsApp Numbers

2429

YouTube Channels

Download sales qualified leads of Financial advisors in the North America

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial advisors in North America with/without Website

Download the list of Financial advisors in North America as of October 15, 2025 with and without website information.

8927

Number of Financial advisors in North America with website

496

Number of Financial advisors in North America without website

List of Financial advisors in North America By Ratings

Download the data of the number of star-rated Financial advisors in North America as of October 15, 2025.

94

Number of 1 star-rated Financial advisors in North America

156

Number of 2 star-rated Financial advisors in North America

498

Number of 3 star-rated Financial advisors in North America

382

Number of 4 star-rated Financial advisors in North America

3021

Number of 5 star-rated Financial advisors in North America

  • Essential data for sales, marketing professionals, investors, and analysts.
  • Strategically compiled to inform and guide your marketing and sales tactics.
  • Leverage monthly data to refine your sales leads and marketing strategies.
  • Stay ahead of market trends with timely, comprehensive business insights.

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The total number of Financial advisors in North America is 9423.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial advisors in North America at an affordable price.

You can download the complete dataset of sales qualified leads of Financial advisors in North America once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial advisors in North America dataset costs $1499.

There are 9188 Financial advisors in North America with phone numbers.

There are 3031 Financial advisors in North America with email addresses.

There are 3425 Financial advisors in North America with both phone numbers and email lists.

There are 4305 Financial advisors in North America with LinkedIn Profiles.

There are 3862 Financial advisors in North America with Facebook Profiles.

There are 1739 Financial advisors in North America with Instagram Handles.

There are 2763 Financial advisors in North America with X Handles.

There are 99 Financial advisors in North America with TikTok Profiles.

There are 2429 Financial advisors in North America with YouTube Channels.

There are 9 Financial advisors in North America with WhatsApp Numbers.

The total count of Financial advisors in North America with a website is 8927.

The total count of Financial advisors in North America without a website is 496.

There are 3021 5-star rated Financial advisors in North America.

There are 382 4-star rated Financial advisors in North America.

There are 498 3-star rated Financial advisors in North America.

There are 156 2-star rated Financial advisors in North America.

There are 94 1-star rated Financial advisors in North America.

The average age of Financial advisors in North America is 4 years and 11 months.

By uploading our dataset on Financial advisors, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

By uploading our dataset on Financial advisors, you can effortlessly reach the right target audience through Google Ads, optimize your ad campaigns, and maximize your ROI.

With the email addresses of Financial advisors, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial advisors ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.