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List of Financial planners in North Carolina

There are 2925 Financial planners in North Carolina as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 1205 Financial planners which is 41.20% of all Financial planners in North Carolina are single-owner operations, while the remaining 1720 which is 58.80% are part of larger brands. The top three cities with the most Financial planners are Charlotte with 617 Financial planners, Raleigh with 509 Financial planners, Greensboro with 175 Financial planners. Average age of Financial planners in North Carolina is 6 years and 11 months.

Financial planners are also establishing a strong digital presence across various platforms: 1597 have LinkedIn profiles, 1310 have Facebook Pages, 686 are active on Instagram, 1284 have X (formerly Twitter) handles, 13 are on TikTok, and 847 have YouTube channels. About 2597 Financial planners have their own website and the remaining 328 don’t have their own website.

  • 1310

    Facebook Profiles

  • 686

    Instagram Handles

  • 1284

    X Handles

  • 13

    TikTok Profiles

  • 847

    YouTube Channels

Data updated on April 1, 2026
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Download list of Financial planners in North Carolina

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
First Command Financial Advisor - Samuel Furna, MBAAddressJacksonvilleNorth CarolinaUnited StatesEmailPhone05Link
Inspired Financial Planners, LLCHendersonvilleNorth CarolinaUnited StatesEmailPhone00Link
Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLCAddressCharlotteNorth CarolinaUnited StatesEmailPhone15Link
First Command Financial Advisor - John BeraudAddressJacksonvilleNorth CarolinaUnited StatesEmailPhone05Link
Tyler Thomas - RBC Wealth Management Financial AdvisorAddressWilmingtonNorth CarolinaUnited StatesEmailPhone00Link
William W Hadley - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressCharlotteNorth CarolinaUnited StatesEmailPhone00Link
Mark K Lear - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressWest CantonNorth CarolinaUnited StatesEmailPhone00Link
Josh Patterson - Financial Advisor, Ameriprise Financial Services, LLCAddressCharlotteNorth CarolinaUnited StatesEmailPhone00Link
Raymond James Financial ServicesAddressDavidsonNorth CarolinaUnited StatesEmailPhone00Link
Raymond James Financial ServicesAddressLouisburgNorth CarolinaUnited StatesEmailPhone00Link
[
  {
    "name": "First Command Financial Advisor - Samuel Furna, MBA",
    "address": "20**********",
    "phone": "********8772",
    "email": "SL*****@fi**********",
    "lat": 34.760045,
    "lng": -77.3775293,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Jacksonville",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Inspired Financial Planners, LLC",
    "address": "",
    "phone": "********8750",
    "email": "TK******@IN**********",
    "lat": 35.3244015,
    "lng": -82.455048,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Hendersonville",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Service establishments,Companies"
  },
  {
    "name": "Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC",
    "address": "45**********",
    "phone": "********2347",
    "email": "er*******@am******",
    "lat": 35.1506008,
    "lng": -80.8285887,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Charlotte",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "First Command Financial Advisor - John Beraud",
    "address": "20**********",
    "phone": "********1177",
    "email": "JL******@fi**********",
    "lat": 34.7600543,
    "lng": -77.3773697,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Jacksonville",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Tyler Thomas - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********9511",
    "email": "th**********@rb*****",
    "lat": 34.2388936,
    "lng": -77.827053,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Wilmington",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "William W Hadley - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "45**********",
    "phone": "********6884",
    "email": "Wi*********@am******",
    "lat": 35.1505784,
    "lng": -80.8286482,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Charlotte",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Mark K Lear - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "30**********",
    "phone": "********0183",
    "email": "Ma*********@am******",
    "lat": 35.532305,
    "lng": -82.853515,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "West Canton",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Josh Patterson - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "45**********",
    "phone": "********6921",
    "email": "Jo**********@am******",
    "lat": 35.1505467,
    "lng": -80.8287019,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Charlotte",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial consultants,Financial planners"
  },
  {
    "name": "Raymond James Financial Services",
    "address": "10**********",
    "phone": "********3600",
    "email": "su*****@In**********",
    "lat": 35.6048767,
    "lng": -80.9038288,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Davidson",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Financial planners"
  },
  {
    "name": "Raymond James Financial Services",
    "address": "10**********",
    "phone": "********1511",
    "email": "su*****@In**********",
    "lat": 36.099526,
    "lng": -78.30086,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "Louisburg",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial consultants,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 North Carolina or a Financial planners IG profile list in North Carolina, 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 North Carolina, 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 North Carolina 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 North Carolina 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 North Carolina.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in North Carolina 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 North Carolina 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 North Carolina, Financial planners phone list in North Carolina, 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
Charlotte 874.58K617
Raleigh 451.07K509
Greensboro 285.34K175
Winston-Salem 241.22K142
Wilmington 115.93K130
Asheville 88.51K101
Durham 257.64K91
Fayetteville 201.96K62
Chapel Hill 59.57K61
Huntersville 52.70K61
Hickory 40.37K55
Davidson 12.21K34
Greenville 90.60K31
Rocky Mount 55.81K30
Hendersonville 13.81K28
High Point 110.27K24
Burlington 52.47K22
Wilson 49.64K22
Salisbury 34.02K20
Jacksonville 67.36K19
Cornelius 28.09K18
Asheboro 26.10K17
Pinehurst 15.75K17
Southern Pines 13.54K17
Gastonia 74.54K16
Kernersville 23.81K16
New Bern 30.07K16
Statesville 26.22K16
Morehead City 9.35K15
Goldsboro 35.83K12
Kannapolis 46.14K11
Matthews 30.68K9
Sanford 29.14K9
Southport 3.48K9
Washington 9.79K9
Boone 18.16K8
Concord 87.70K8
Lexington 19.33K8
Shelby 20.19K8
Forest City 7.28K7
Graham 14.65K7
Lincolnton 10.90K7
Lumberton 21.67K7
Marion 7.86K7
Monroe 34.62K7
Newton 13.04K7
Albemarle 16.00K6
Belmont 10.53K6
Brevard 7.74K6
Clemmons 19.84K6
Henderson 15.27K6
Mint Hill 25.63K6
Mooresville 36.01K6
Morganton 16.69K6
Mount Airy 10.35K6
Waynesville 9.81K6
Harrisburg 14.54K5
Lenoir 17.89K5
Smithfield 12.02K5
Thomasville 27.06K5
Wallace 3.96K5
Westport 4.03K5
Wilkesboro 3.53K5
Bermuda Run 2.56K4
Clinton 8.77K4
Kenly 1.45K4
Kinston 21.34K4
Nags Head 2.91K4
Reidsville 14.07K4
Banner Elk 1.14K3
Belville 1.94K3
Claremont 1.36K3
Cramerton 4.33K3
Elizabethtown 3.59K3
Emerald Isle 3.72K3
Hillsborough 6.42K3
Hoopers Creek 1.06K3
Indian Trail 37.07K3
King 7.06K3
Kitty Hawk 3.45K3
Locust 2.97K3
Mount Holly 14.18K3
Oxford 8.74K3
Pittsboro 4.20K3
Rockingham 9.22K3
Seven Lakes 4.89K3
Sylva 2.62K3
Trinity 6.67K3
Whiteville 5.59K3
Yadkinville 2.93K3
Aberdeen 7.34K2
Benson 3.59K2
Black Mountain 8.28K2
China Grove 4.18K2
Eden 15.40K2
Elizabeth City 17.99K2
Elon 10.02K2
Farmville 4.76K2
Franklin 3.94K2
Havelock 20.36K2
Lillington 3.48K2
Louisburg 3.55K2
Lowesville 2.94K2
Mebane 13.70K2
Mills River 7.16K2
Mocksville 5.15K2
Mount Pleasant 1.82K2
Murphy 1.61K2
North Wilkesboro 4.23K2
Pembroke 3.00K2
Roxboro 8.33K2
Spruce Pine 2.13K2
Sunset Beach 3.80K2
Tabor City 3.93K2
Troutman 2.54K2
Troy 3.43K2
Tryon 1.72K2
West Canton 1.25K2
Advance 1.14K1
Andrews 1.75K1
Archer Lodge 4.71K1
Ayden 5.05K1
Bakersville 452.001
Beaufort 4.21K1
Belhaven 1.60K1
Biscoe 1.69K1
Blowing Rock 1.29K1
Broadway 1.26K1
Brogden 2.63K1
Bryson City 1.46K1
Burgaw 4.10K1
Buxton 1.27K1
Calabash 2.12K1
Carthage 2.40K1
Cary 159.77K1
Chadbourn 1.79K1
Clayton 19.30K1
Columbus 994.001
Creedmoor 4.42K1
Denton 1.66K1
Denver 2.31K1
Elkin 4.06K1
Fairmont 2.70K1
Gaston 1.07K1
Gibsonville 6.77K1
Hampstead 4.08K1
Hayesville 364.001
Holly Springs 31.38K1
Hudson 3.72K1
Jamestown 3.74K1
Jefferson 1.61K1
Kenansville 870.001
Kill Devil Hills 7.06K1
La Grange 2.80K1
Lake Norman of Catawba 5.08K1
Laurinburg 15.51K1
Lewisville 13.57K1
Liberty 2.68K1
Madison 2.20K1
Mars Hill 2.26K1
Marvin 6.18K1
Morrisville 23.82K1
Moyock 3.76K1
Newland 686.001
Pilot Mountain 1.47K1
Pineville 8.43K1
Richlands 1.69K1
Robbins 1.18K1
Robbinsville 598.001
Rockwell 2.14K1
Rose Hill 1.67K1
Royal Pines 4.27K1
Saint Pauls 2.04K1
Siler City 8.40K1
Snow Hill 1.57K1
Stallings 15.27K1
Stanley 3.69K1
Stoneville 1.04K1
Swannanoa 4.58K1
Swansboro 3.15K1
Tarboro 11.16K1
Taylorsville 2.08K1
Wadesboro 5.58K1
Waxhaw 13.49K1
Wendell 6.29K1
Wesley Chapel 8.36K1
West Jefferson 1.31K1
Yanceyville 2.00K1
Youngsville 1.22K1
Zebulon 4.96K1

How many Financial planners are there in North Carolina?

There are a total of 2925 Financial planners in North Carolina as of April 01, 2026.

Number of Financial planners in North Carolina with Phone Number

2880

Number of Financial planners in North Carolina with Email

788

List of Financial planners in North Carolina with Social Media Accounts

1310

Facebook Profiles

686

Instagram Handles

1597

LinkedIn Profiles

1284

X Handles

13

TikTok Profiles

1

WhatsApp Numbers

847

YouTube Channels

Download sales qualified leads of Financial planners in the North Carolina

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

Related Financial planners Leads By Location

Data of Financial planners in North Carolina with/without Website

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

2597

Number of Financial planners in North Carolina with website

328

Number of Financial planners in North Carolina without website

List of Financial planners in North Carolina By Ratings

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

54

Number of 1 star-rated Financial planners in North Carolina

10

Number of 2 star-rated Financial planners in North Carolina

114

Number of 3 star-rated Financial planners in North Carolina

181

Number of 4 star-rated Financial planners in North Carolina

943

Number of 5 star-rated Financial planners in North Carolina

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The total number of Financial planners in North Carolina is 2925.

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

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

There are 2880 Financial planners in North Carolina with phone numbers.

There are 788 Financial planners in North Carolina with email addresses.

There are 1156 Financial planners in North Carolina with both phone numbers and email lists.

There are 1597 Financial planners in North Carolina with LinkedIn Profiles.

There are 1310 Financial planners in North Carolina with Facebook Profiles.

There are 686 Financial planners in North Carolina with Instagram Handles.

There are 1284 Financial planners in North Carolina with X Handles.

There are 13 Financial planners in North Carolina with TikTok Profiles.

There are 847 Financial planners in North Carolina with YouTube Channels.

There are 1 Financial planners in North Carolina with WhatsApp Numbers.

The total count of Financial planners in North Carolina with a website is 2597.

The total count of Financial planners in North Carolina without a website is 328.

There are 943 5-star rated Financial planners in North Carolina.

There are 181 4-star rated Financial planners in North Carolina.

There are 114 3-star rated Financial planners in North Carolina.

There are 10 2-star rated Financial planners in North Carolina.

There are 54 1-star rated Financial planners in North Carolina.

The average age of Financial planners in North Carolina is 6 years and 11 months.

Charlotte, Raleigh, and Greensboro are the top 3 cities with the most number of Financial planners in North Carolina. Charlotte leads at the top with 617 Financial planners, at 21.09%. Raleigh follows with 509 Financial planners, at 17.40%. Greensboro comes third with 175 Financial planners, accounting for 5.98% of its total.

Charlotte, with the most number of Financial planners, is the best city for Financial planners in North Carolina. It tops with 617 Financial planners, which is 21.09% of the total Financial planners in North Carolina.

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.