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List of Financial planners in United States

There are 135115 Financial planners in United States as of May 5, 2025; which is an 0.02% increase from 2023. Of these locations, 55502 Financial planners which is 41.08% of all Financial planners in United States are single-owner operations, while the remaining 79613 which is 58.92% are part of larger brands. The top three states with the most Financial planners are California with 14823 Financial planners, Florida with 9693 Financial planners, Texas with 9648 Financial planners. Average age of Financial planners in United States is 5 years and 5 months.

Financial planners are also establishing a strong digital presence across various platforms: 68942 have LinkedIn profiles, 56523 have Facebook Pages, 24820 are active on Instagram, 54701 have X (formerly Twitter) handles, 653 are on TikTok, and 33149 have YouTube channels. About 116236 Financial planners have their own website and the remaining 18879 don’t have their own website.

  • 56523

    Facebook Profiles

  • 24820

    Instagram Handles

  • 54701

    X Handles

  • 653

    TikTok Profiles

  • 33149

    YouTube Channels

Data updated on May 5, 2025
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Download list of Financial planners in United States

You can download Financial planners 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 HandleLinkedInTwitterTikTokWhatsAppYouTube
Thrift FinancialAddressPhiladelphiaPennsylvaniaUnited StatesEmailPhone00Link
Arbor Portfolio ManagementAddressAtlantaGeorgiaUnited StatesEmailPhone15Link
Daan Mutsaers - Raymond JamesAddressAtlantaGeorgiaUnited StatesEmailPhone00Link
OneWealth Investment Management, LLCAddressAtlantaGeorgiaUnited StatesEmailPhone00Link
Bank of America Financial CenterAddressAtlantaGeorgiaUnited StatesEmailPhone462.6Link
Wiser Wealth Management, IncAddressAtlantaGeorgiaUnited StatesEmailPhone1135Link
Arthur Bush - Vita FinancialAddressAtlantaGeorgiaUnited StatesEmailPhone00Link
Bank of America Financial CenterAddressAtlantaGeorgiaUnited StatesEmailPhone902.2Link
First Command Financial Advisor - James MorrisAddressAtlantaGeorgiaUnited StatesEmailPhone25Link
First CommandAddressColumbusGeorgiaUnited StatesEmailPhone34.7Link
[
  {
    "name": "Thrift Financial",
    "address": "12**********",
    "phone": "********3074",
    "email": "in**@th**********",
    "lat": 40.229481,
    "lng": -74.9090939,
    "url": "ht**********",
    "country": "United States",
    "state": "Pennsylvania",
    "city": "Philadelphia",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial institutions,Financial consultants,Stock brokers,Investment companies,Financial planners"
  },
  {
    "name": "Arbor Portfolio Management",
    "address": "24**********",
    "phone": "********0766",
    "email": "in**@ar**********",
    "lat": 33.8942556,
    "lng": -84.4736009,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Daan Mutsaers - Raymond James",
    "address": "30**********",
    "phone": "********6719",
    "email": "su*****@In**********",
    "lat": 33.8387777,
    "lng": -84.3810658,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "OneWealth Investment Management, LLC",
    "address": "19**********",
    "phone": "********8317",
    "email": "in**@on**********",
    "lat": 33.8771743,
    "lng": -84.3080977,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment companies,Financial planners"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "60**********",
    "phone": "********4850",
    "email": "jo**********@ml****",
    "lat": 33.7706862,
    "lng": -84.3866474,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 2.6,
    "rating_count": 46,
    "category_name": "Banks,Financial consultants,Financial planners"
  },
  {
    "name": "Wiser Wealth Management, Inc",
    "address": "12**********",
    "phone": "********9045",
    "email": "ed*******@wi**********",
    "lat": 33.9545489,
    "lng": -84.5508983,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 5,
    "rating_count": 113,
    "category_name": "Financial planners"
  },
  {
    "name": "Arthur Bush - Vita Financial",
    "address": "35**********",
    "phone": "********6167",
    "email": "St*********@Vi**********",
    "lat": 33.851743,
    "lng": -84.3676379,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Insurance brokers"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "1 **********",
    "phone": "********2990",
    "email": "es**********@ml****",
    "lat": 33.9258773,
    "lng": -84.33658,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 2.2,
    "rating_count": 90,
    "category_name": "Financial consultants,Financial planners,Banks"
  },
  {
    "name": "First Command Financial Advisor - James Morris",
    "address": "10**********",
    "phone": "********9920",
    "email": "jp******@fi**********",
    "lat": 33.4806972,
    "lng": -84.5865318,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Atlanta",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "First Command",
    "address": "23**********",
    "phone": "********9980",
    "email": "cl**********@fi**********",
    "lat": 32.4688579,
    "lng": -84.9894736,
    "url": "ht**********",
    "country": "United States",
    "state": "Georgia",
    "city": "Columbus",
    "star_count": 4.7,
    "rating_count": 3,
    "category_name": "Banks,Insurance agencies,Financial planners"
  }
]

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How SmartScrapers Data Can Help You

SmartScrapers provides robust data solutions for businesses aiming to connect with Financial planners across various channels. Whether you need a Financial planners email list in United States or a Financial planners IG profile list in United States, 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 planners email list in United States, 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 planners phone list in United States 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 planners mailing list in United States 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 planners IG profile list in United States.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in United States 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 planners on a platform familiar to millions of users. Our Financial planners Facebook profile list in United States 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 planners, at the right time, through the right channel.

Target Financial planners on Paid Channels

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

Facebook Ads

Wondering how to target Financial planners on Facebook Ads? Simply upload your Financial planners contact list as a custom audience in Facebook Ads Manager. From there, you can create campaigns that speak directly to Financial planners 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 planners on Instagram Ads? Since Instagram shares its Ads Manager with Facebook, you can follow a similar process by uploading your Financial planners 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 planners 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 planners contacts. Additionally, you can build Similar Audiences based on your data to reach new, but similar, Financial planners leads.

YouTube

When figuring out how to target Financial planners 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 planners 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 planners 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.

Number of Financial planners locations by each state/territory

State/TerritoryPopulationNumber Of Financial planners
California 41.30M14823
Florida 15.92M9693
Texas 21.76M9648
New York 34.36M8757
Illinois 13.37M5956
Pennsylvania 7.54M5495
Ohio 8.48M4996
New Jersey 7.28M4483
Michigan 5.80M4364
Minnesota 4.47M3993
Massachusetts 7.38M3841
North Carolina 6.31M3533
Georgia 4.94M3339
Washington 6.09M3229
Wisconsin 4.17M3224
Virginia 6.70M3212
Maryland 5.70M2955
Colorado 5.36M2937
Arizona 7.15M2613
Connecticut 3.33M2551
Indiana 4.82M2480
Tennessee 5.27M2405
Missouri 4.51M2138
Oregon 3.20M1931
South Carolina 2.23M1667
Iowa 2.58M1626
Kansas 2.30M1459
Louisiana 3.47M1345
Utah 2.96M1305
Kentucky 3.37M1277
Oklahoma 2.98M1237
Alabama 3.47M1234
Nebraska 1.41M1164
Nevada 2.64M1115
New Hampshire 1.15M995
Arkansas 1.95M955
Idaho 1.08M692
Maine 996.42K649
District of Columbia 737.54K633
Mississippi 1.65M593
Rhode Island 1.10M553
Montana 648.68K517
South Dakota 576.87K515
Delaware 392.98K500
Hawaii 1.31M483
New Mexico 1.72M458
North Dakota 540.18K424
West Virginia 1.03M391
Vermont 320.00K271
Alaska 656.40K246
Wyoming 415.03K215

How many Financial planners are there in the United States?

There are a total of 135115 Financial planners in the United States as of May 05, 2025.

Number of Financial planners in the United States with Phone Number

132519

Number of Financial planners in the United States with Email

32961

List of Financial planners in United States with Social Media Accounts

56523

Facebook Profiles

24820

Instagram Handles

68942

LinkedIn Profiles

54701

X Handles

653

TikTok Profiles

44

WhatsApp Numbers

33149

YouTube Channels

Download sales qualified leads of Financial planners in the United States

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

Data of Financial planners in United States with/without Website

Download the list of Financial planners in United States as of May 05, 2025 with and without website information.

116236

Number of Financial planners in United States with website

18879

Number of Financial planners in United States without website

List of Financial planners in United States By Ratings

Download the data of the number of star-rated Financial planners in United States as of May 05, 2025.

2327

Number of 1 star-rated Financial planners in United States

1137

Number of 2 star-rated Financial planners in United States

5923

Number of 3 star-rated Financial planners in United States

6424

Number of 4 star-rated Financial planners in United States

29936

Number of 5 star-rated Financial planners in United States

  • Essential data for sales, marketing professionals, investors, and analysts.
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The total number of Financial planners in United States is 135115.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in United States at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in United States 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 planners in United States dataset costs $299.

There are 132519 Financial planners in United States with phone numbers.

There are 32961 Financial planners in United States with email addresses.

There are 51892 Financial planners in United States with both phone numbers and email lists.

There are 68942 Financial planners in United States with LinkedIn Profiles.

There are 56523 Financial planners in United States with Facebook Profiles.

There are 24820 Financial planners in United States with Instagram Handles.

There are 54701 Financial planners in United States with X Handles.

There are 653 Financial planners in United States with TikTok Profiles.

There are 33149 Financial planners in United States with YouTube Channels.

There are 44 Financial planners in United States with WhatsApp Numbers.

The total count of Financial planners in United States with a website is 116236.

The total count of Financial planners in United States without a website is 18879.

There are 29936 5-star rated Financial planners in United States.

There are 6424 4-star rated Financial planners in United States.

There are 5923 3-star rated Financial planners in United States.

There are 1137 2-star rated Financial planners in United States.

There are 2327 1-star rated Financial planners in United States.

The average age of Financial planners in United States is 5 years and 5 months.

California, Florida, and Texas are the top 3 states with the most number of Financial planners in United States. California leads at the top with 14823 Financial planners, at 10.97%. Florida follows with 9693 Financial planners, at 7.17%. Texas comes third with 9648 Financial planners, accounting for 7.14% of its total.

California, with the most number of Financial planners, is the best state for Financial planners in United States. It tops with 14823 Financial planners, which is 10.97% of the total Financial planners in United States.

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

By uploading our dataset on Financial planners, 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 planners, 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 planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.