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List of Financial planners in New York

There are 6876 Financial planners in New York as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 3015 Financial planners which is 43.85% of all Financial planners in New York are single-owner operations, while the remaining 3861 which is 56.15% are part of larger brands. The top three cities with the most Financial planners are New York City with 2734 Financial planners, Hempstead with 332 Financial planners, Huntington with 209 Financial planners. Average age of Financial planners in New York is 7 years .

Financial planners are also establishing a strong digital presence across various platforms: 3426 have LinkedIn profiles, 2334 have Facebook Pages, 1043 are active on Instagram, 2834 have X (formerly Twitter) handles, 23 are on TikTok, and 1827 have YouTube channels. About 5958 Financial planners have their own website and the remaining 918 don’t have their own website.

  • 2334

    Facebook Profiles

  • 1043

    Instagram Handles

  • 2834

    X Handles

  • 23

    TikTok Profiles

  • 1827

    YouTube Channels

Data updated on April 1, 2026
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Download list of Financial planners in New York

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 HandleLinkedInTwitterYouTube
Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone05Link
Kinecta Wealth Management - Ameriprise Financial Services, LLCAddressNew YorkUnited StatesEmailPhone00Link
Jason Harris, Agent - New York LifeAddressSylvan BeachNew YorkUnited StatesEmailPhone00Link
Pro Standard Private Wealth - Ameriprise Financial Services, LLCAddressNew YorkUnited StatesEmailPhone00Link
Armando Merino - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressGoshenNew YorkUnited StatesEmailPhone00Link
Mark Keeling - Financial Advisor, Ameriprise Financial Services, LLCAddressColonieNew YorkUnited StatesEmailPhone00Link
Beacon Pointe AdvisorsAddressSouthamptonNew YorkUnited StatesEmailPhone00Link
Global Giving Advisors LLCAddressNew York CityNew YorkUnited StatesEmailPhone00Link
Strategic Financial Services, Inc.AddressNew HartfordNew YorkUnited StatesEmailPhone65Link
Pinnacle Investments, LLC - The Sedgwick GroupAddressSyracuseNew YorkUnited StatesEmailPhone11Link
[
  {
    "name": "Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "85**********",
    "phone": "********4884",
    "email": "Ar**********@am******",
    "lat": 41.7066851,
    "lng": -73.9271204,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Kinecta Wealth Management - Ameriprise Financial Services, LLC",
    "address": "14**********",
    "phone": "********5516",
    "email": "st*******@ki**********",
    "lat": 43.0865669,
    "lng": -77.591722,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": null,
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Jason Harris, Agent - New York Life",
    "address": "12**********",
    "phone": "********5007",
    "email": "ha******@ft**********",
    "lat": 43.1549077,
    "lng": -75.8460756,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Sylvan Beach",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Life insurance agencies"
  },
  {
    "name": "Pro Standard Private Wealth - Ameriprise Financial Services, LLC",
    "address": "11**********",
    "phone": "********9000",
    "email": "Pr**********@am******",
    "lat": 40.7853363,
    "lng": -73.7295525,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": null,
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Armando Merino - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "25**********",
    "phone": "********4884",
    "email": "Ar**********@am******",
    "lat": 41.4019691,
    "lng": -74.3247313,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Goshen",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Mark Keeling - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "80**********",
    "phone": "********5500",
    "email": "ma**********@am******",
    "lat": 42.7153131,
    "lng": -73.8129722,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Colonie",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Beacon Pointe Advisors",
    "address": "24**********",
    "phone": "********4075",
    "email": "in**@be**********",
    "lat": 40.9374088,
    "lng": -72.3016597,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Southampton",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Global Giving Advisors LLC",
    "address": "16**********",
    "phone": "********1874",
    "email": "li*@li**********",
    "lat": 40.7711598,
    "lng": -73.960387,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Strategic Financial Services, Inc.",
    "address": "11**********",
    "phone": "********1776",
    "email": "in**@in**********",
    "lat": 43.0901648,
    "lng": -75.2835813,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New Hartford",
    "star_count": 5,
    "rating_count": 6,
    "category_name": "Financial planners"
  },
  {
    "name": "Pinnacle Investments, LLC - The Sedgwick Group",
    "address": "53**********",
    "phone": "********7334",
    "email": "li*********@pi**********",
    "lat": 43.060293,
    "lng": -76.1360004,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Syracuse",
    "star_count": 1,
    "rating_count": 1,
    "category_name": "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 New York or a Financial planners IG profile list in New York, 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 New York, 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 New York 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 New York 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 New York.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in New York 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 New York 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 New York, Financial planners phone list in New York, 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 city/area

City/AreaPopulationNumber Of Financial planners
New York City 8.80M2734
Hempstead 55.55K332
Huntington 18.05K209
Oyster Bay 6.71K201
Islip 18.69K166
Colonie 7.91K146
Amherst 122.37K115
Clarence 2.65K108
Buffalo 258.07K96
Syracuse 144.14K90
Rochester 209.80K79
White Plains 58.46K71
Saratoga Springs 27.77K66
Albany 98.47K62
Greenburgh 86.76K62
Rye 16.05K59
Brookhaven 3.45K57
Poughkeepsie 30.37K57
Southampton 3.27K54
Smithtown 26.47K51
Harrison 28.35K48
Pittsford 1.35K42
Thomaston 2.64K37
Watertown 26.78K32
Goshen 5.40K31
New Hartford 1.84K30
Binghamton 46.03K29
Babylon 12.16K26
Batavia 15.01K26
Mamaroneck 19.38K26
Kingston 23.44K24
Yonkers 201.12K21
Ithaca 30.79K20
Manlius 4.63K20
Plattsburgh 19.81K20
Greece 14.52K19
Orchard Park 3.21K18
Jamestown 30.07K17
Glens Falls 14.29K15
Greenwich 1.74K15
Riverhead 13.30K14
Cortland 18.91K13
Fishkill 2.13K13
Rhinebeck 2.61K13
West Seneca 44.71K13
Westmere 7.28K13
Bedford 1.83K12
Pleasantville 7.17K12
Corning 10.90K11
Lockport 20.62K11
Manhasset Hills 3.59K11
Oswego 17.79K11
Utica 61.10K11
Warwick 6.82K11
West Nyack 3.44K11
Cheektowaga 75.18K10
New City 33.56K10
North Castle 12.30K10
Schenectady 65.31K10
Victor 2.76K10
Camillus 1.23K9
East Hampton 1.12K9
Hamburg 9.58K9
Johnson City 14.77K9
Lancaster 10.26K9
Newburgh 28.29K9
Pearl River 15.88K9
Queensbury 27.70K9
New Rochelle 79.85K8
Webster 5.53K8
Briarcliff Manor 8.03K7
Canandaigua 10.43K7
Endicott 13.01K7
Lakewood 2.91K7
Montgomery 4.61K7
New Windsor 8.92K7
North Elba 8.47K7
Olean 13.87K7
Rome 32.57K7
Wappingers Falls 5.55K7
Baxter Estates 1.01K6
Beacon 14.35K6
Brockport 8.36K6
Carmel 4.80K6
East Aurora 6.24K6
East Glenville 6.62K6
Fredonia 10.71K6
Haverstraw 12.19K6
Johnstown 8.35K6
Massena 10.63K6
Monroe 8.63K6
New Paltz 7.07K6
Niagara Falls 48.92K6
Norwich 6.97K6
Ossining 25.44K6
Owego 3.74K6
Red Hook 1.99K6
Saranac Lake 5.27K6
Viola 6.87K6
Auburn 26.98K5
Elmira 28.21K5
Greenvale 1.09K5
Kensington 1.19K5
Mount Kisco 11.14K5
Newark 8.84K5
Niskayuna 4.86K5
Oneonta 13.86K5
Potsdam 9.69K5
Tonawanda 14.91K5
Country Knolls 2.22K4
East Greenbush 4.49K4
Eastchester 19.55K4
Fairport 5.35K4
Gloversville 15.02K4
Hawthorne 4.59K4
Heritage Hills 3.98K4
Hudson 6.44K4
Lansing 3.65K4
Long Beach 33.55K4
Mattydale 6.45K4
Mechanicstown 6.86K4
Milton 3.09K4
Peekskill 24.04K4
Saugerties 3.90K4
Scarsdale 17.89K4
Skaneateles 2.47K4
Spring Valley 32.60K4
Vernon 1.16K4
Allegany 1.74K3
Amsterdam 18.01K3
Baldwinsville 7.77K3
Big Flats 5.28K3
Chappaqua 1.44K3
Chester 3.92K3
Fulton 11.55K3
Galeville 4.62K3
Hamilton 4.18K3
Horseheads 6.62K3
Kenmore 15.16K3
Mineola 19.14K3
Mount Vernon 68.63K3
Nanuet 17.88K3
North Syracuse 6.85K3
Nyack 7.00K3
Pawling 2.30K3
Penn Yan 5.01K3
Rotterdam 20.65K3
Stillwater 1.73K3
Stony Point 12.15K3
Troy 49.91K3
Yorktown Heights 1.78K3
Ballston Spa 5.38K2
Brewster 2.33K2
Canajoharie 2.16K2
Canastota 4.66K2
Canton 6.57K2
Carle Place 4.98K2
Cazenovia 2.85K2
Chatham 1.70K2
Chestnut Ridge 8.16K2
Clark Mills 1.91K2
Clinton 1.89K2
Cobleskill 4.57K2
Cohoes 16.54K2
Cornwall 2.97K2
Croton-on-Hudson 8.27K2
Dryden 2.09K2
East Williston 2.58K2
Fonda 765.002
Garden City Park 7.81K2
Geneva 13.06K2
Great Neck 10.14K2
Greene 1.50K2
Herkimer 7.52K2
Highland 5.65K2
Highland Falls 3.84K2
Hilton 5.92K2
Irondequoit 51.69K2
Kinderhook 1.18K2
Lewiston 2.60K2
Lincoln Park 2.37K2
Lowville 3.42K2
Malone 5.76K2
Monsey 18.41K2
Mount Morris 2.90K2
Munsey Park 2.71K2
Nunda 1.33K2
Orangeburg 4.57K2
Palmyra 3.41K2
Peach Lake 1.63K2
Pelham 7.05K2
Phelps 1.95K2
Phoenix 2.31K2
Plandome Heights 1.03K2
Pleasant Valley 1.15K2
Port Ewen 3.55K2
Port Jervis 8.61K2
Port Washington 15.85K2
Richland 5.66K2
Roslyn 2.79K2
Roslyn Heights 6.58K2
Seneca Falls 6.68K2
Sherburne 1.33K2
Southold 5.75K2
Wallkill 2.29K2
Wawarsing 12.93K2
Westbury 15.38K2
Woodstock 2.09K2
Adams 1.83K1
Albertson 5.18K1
Alfred 4.06K1
Arcade 1.99K1
Avon 3.32K1
Bainbridge 1.32K1
Bardonia 4.11K1
Bath 5.63K1
Boonville 2.04K1
Boston 8.05K1
Brewerton 4.03K1
Buchanan 2.27K1
Cairo 1.40K1
Catskill 3.87K1
Celoron 1.07K1
Chittenango 4.89K1
Clayton 1.96K1
Concord 8.86K1
Cooperstown 1.79K1
Corinth 2.52K1
Coxsackie 2.70K1
Crugers 1.53K1
Dansville 4.55K1
Delmar 8.20K1
Deposit 1.60K1
Dolgeville 2.13K1
Dunkirk 12.08K1
East Hills 7.16K1
East Rochester 6.67K1
Eden 3.52K1
Elbridge 1.03K1
Endwell 11.45K1
Falconer 2.32K1
Fort Plain 2.25K1
Frewsburg 1.91K1
Geneseo 8.17K1
Glen Cove 27.40K1
Goldens Bridge 1.63K1
Gouverneur 3.80K1
Gowanda 2.64K1
Grand Island 20.81K1
Great Neck Gardens 1.19K1
Hillcrest 7.56K1
Holcomb 1.36K1
Honeoye Falls 2.71K1
Hoosick Falls 3.43K1
Hornell 8.34K1
Hudson Falls 7.19K1
Hyde Park 1.91K1
Jefferson Valley-Yorktown 14.14K1
Kaser 5.13K1
Kiantone 1.33K1
Lackawanna 17.96K1
Lake Katrine 2.40K1
Lake Mohegan 6.01K1
Lake Pleasant 762.001
Lakeland 2.79K1
Le Roy 4.29K1
Liverpool 2.29K1
Manchester 1.66K1
Manhasset 8.08K1
Marcellus 1.77K1
Marion 1.51K1
Middleburgh 1.44K1
Mountain Lodge Park 1.59K1
New Cassel 14.06K1
New Square 8.06K1
North Gates 9.51K1
North Hills 5.44K1
North New Hyde Park 14.90K1
Northville 1.34K1
Oakfield 1.76K1
Ogdensburg 10.88K1
Oneida 11.13K1
Ontario 2.16K1
Oxford 1.41K1
Painted Post 2.00K1
Perry 3.52K1
Peru 1.59K1
Pine Bush 1.78K1
Pine Plains 1.35K1
Plattekill 1.26K1
Port Dickinson 1.59K1
Port Washington North 3.21K1
Pound Ridge 5.10K1
Ravena 3.27K1
Rensselaer 9.43K1
Richfield Springs 1.23K1
Roslyn Estates 1.26K1
Saint Johnsville 1.73K1
Schoharie 838.001
Scotchtown 9.21K1
Scotia 7.73K1
Shrub Oak 2.01K1
Sidney 3.75K1
Sloatsburg 3.13K1
Solvay 6.42K1
South Blooming Grove 3.19K1
South Nyack 3.54K1
Spencerport 3.59K1
Stamford 1.07K1
Sylvan Beach 1.06K1
Thornwood 3.76K1
Ticonderoga 3.38K1
Warrensburg 3.10K1
Warsaw 3.38K1
Washington Heights 152.61K1
Washingtonville 5.79K1
Waterville 1.55K1
Wellsville 4.53K1
West Sand Lake 2.66K1
Whitesboro 3.69K1
Williston Park 7.33K1
Woodbury 10.88K1
Wynantskill 3.28K1
Yorkshire 1.18K1
Yorkville 2.63K1
Youngstown 1.92K1

How many Financial planners are there in New York?

There are a total of 6876 Financial planners in New York as of April 01, 2026.

Number of Financial planners in New York with Phone Number

6746

Number of Financial planners in New York with Email

1942

List of Financial planners in New York with Social Media Accounts

2334

Facebook Profiles

1043

Instagram Handles

3426

LinkedIn Profiles

2834

X Handles

23

TikTok Profiles

1

WhatsApp Numbers

1827

YouTube Channels

Download sales qualified leads of Financial planners in the New York

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

Data of Financial planners in New York with/without Website

Download the list of Financial planners in New York as of April 01, 2026 with and without website information.

5958

Number of Financial planners in New York with website

918

Number of Financial planners in New York without website

List of Financial planners in New York By Ratings

Download the data of the number of star-rated Financial planners in New York as of April 01, 2026.

147

Number of 1 star-rated Financial planners in New York

46

Number of 2 star-rated Financial planners in New York

264

Number of 3 star-rated Financial planners in New York

466

Number of 4 star-rated Financial planners in New York

1551

Number of 5 star-rated Financial planners in New York

  • Essential data for sales, marketing professionals, investors, and analysts.
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The total number of Financial planners in New York is 6876.

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

You can download the complete dataset of sales qualified leads of Financial planners in New York 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 New York dataset costs $149.

There are 6746 Financial planners in New York with phone numbers.

There are 1942 Financial planners in New York with email addresses.

There are 2490 Financial planners in New York with both phone numbers and email lists.

There are 3426 Financial planners in New York with LinkedIn Profiles.

There are 2334 Financial planners in New York with Facebook Profiles.

There are 1043 Financial planners in New York with Instagram Handles.

There are 2834 Financial planners in New York with X Handles.

There are 23 Financial planners in New York with TikTok Profiles.

There are 1827 Financial planners in New York with YouTube Channels.

There are 1 Financial planners in New York with WhatsApp Numbers.

The total count of Financial planners in New York with a website is 5958.

The total count of Financial planners in New York without a website is 918.

There are 1551 5-star rated Financial planners in New York.

There are 466 4-star rated Financial planners in New York.

There are 264 3-star rated Financial planners in New York.

There are 46 2-star rated Financial planners in New York.

There are 147 1-star rated Financial planners in New York.

The average age of Financial planners in New York is 7 years .

New York City, Hempstead, and Huntington are the top 3 cities with the most number of Financial planners in New York. New York City leads at the top with 2734 Financial planners, at 39.76%. Hempstead follows with 332 Financial planners, at 4.83%. Huntington comes third with 209 Financial planners, accounting for 3.04% of its total.

New York City, with the most number of Financial planners, is the best city for Financial planners in New York. It tops with 2734 Financial planners, which is 39.76% of the total Financial planners in New York.

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.