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List of Financial planners in New York City

There are 3722 Financial planners in New York City as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 1979 Financial planners which is 53.17% of all Financial planners in New York City are single-owner operations, while the remaining 1743 which is 46.83% are part of larger brands. Average age of Financial planners in New York City is 6 years and 7 months.

Financial planners are also establishing a strong digital presence across various platforms: 1734 have LinkedIn profiles, 981 have Facebook Pages, 663 are active on Instagram, 1429 have X (formerly Twitter) handles, 11 are on TikTok, and 1117 have YouTube channels. About 2724 Financial planners have their own website and the remaining 998 don’t have their own website.

  • 981

    Facebook Profiles

  • 663

    Instagram Handles

  • 1429

    X Handles

  • 11

    TikTok Profiles

  • 1117

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in New York City

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
Pell Wealth Partners - Ameriprise Financial Services, LLCAddressNew York CityNew YorkUnited StatesEmailPhone00Link
Global Giving Advisors LLCAddressNew York CityNew YorkUnited StatesEmailPhone00Link
Victor Fugarov Vanderbilt Financial GroupAddressNew York CityNew YorkUnited StatesEmailPhone00Link
Bank of America Financial CenterAddressNew York CityNew YorkUnited StatesEmailPhone452.8Link
Drucker Wealth ManagementAddressNew York CityNew YorkUnited StatesEmailPhone644.9Link
Bank of America Financial CenterAddressNew York CityNew YorkUnited StatesEmailPhone813Link
Bank of America (with Drive-thru ATM)AddressNew York CityNew YorkUnited StatesEmailPhone143.3Link
Bank of America ATM (Drive-thru)AddressNew York CityNew YorkUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressNew York CityNew YorkUnited StatesEmailPhone33.7Link
Bank of America Financial CenterAddressNew York CityNew YorkUnited StatesEmailPhone1113.9Link
[
  {
    "name": "Pell Wealth Partners - Ameriprise Financial Services, LLC",
    "address": "30**********",
    "phone": "********8800",
    "email": "Ri**********@am******",
    "lat": 40.7480655,
    "lng": -73.972862,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,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": "Victor Fugarov Vanderbilt Financial Group",
    "address": "11**********",
    "phone": "********2382",
    "email": "in**@va**********",
    "lat": 40.5986399,
    "lng": -73.96095,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "29**********",
    "phone": "********7625",
    "email": "al**********@ml****",
    "lat": 40.7060233,
    "lng": -74.013404,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 2.8,
    "rating_count": 45,
    "category_name": "Financial consultants,Financial planners,Banks"
  },
  {
    "name": "Drucker Wealth Management",
    "address": "2 **********",
    "phone": "********0460",
    "email": "br*****@dr**********",
    "lat": 40.7463337,
    "lng": -73.9824637,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 4.9,
    "rating_count": 64,
    "category_name": "Financial planners,Financial consultants,Financial audits"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "15**********",
    "phone": "********0475",
    "email": "er*******@ml****",
    "lat": 40.7091863,
    "lng": -74.0101499,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 3,
    "rating_count": 81,
    "category_name": "Financial consultants,Financial planners,Banks"
  },
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "38**********",
    "phone": "********8583",
    "email": "sh**********@ml****",
    "lat": 40.5438496,
    "lng": -74.164067,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 3.3,
    "rating_count": 14,
    "category_name": "Financial planners,Banks,Financial consultants"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "38**********",
    "phone": "********8500",
    "email": "sh**********@ml****",
    "lat": 40.5438496,
    "lng": -74.164067,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "ATMs,Financial planners,Financial consultants"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "64**********",
    "phone": "********8500",
    "email": "st**********@ml****",
    "lat": 40.6559752,
    "lng": -73.8682521,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 3.7,
    "rating_count": 3,
    "category_name": "ATMs,Financial planners,Financial consultants"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "91**********",
    "phone": "********0358",
    "email": "ro********@ml****",
    "lat": 40.7067725,
    "lng": -73.7929772,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "New York City",
    "star_count": 3.9,
    "rating_count": 111,
    "category_name": "Banks,Financial planners,Financial consultants"
  }
]

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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 City or a Financial planners IG profile list in New York City, 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 City, 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 City 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 City 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 City.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in New York City 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 City 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 City, Financial planners phone list in New York City, 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.

How many Financial planners are there in New York City?

There are a total of 3722 Financial planners in New York City as of October 15, 2025.

Number of Financial planners in New York City with Phone Number

3607

Number of Financial planners in New York City with Email

722

List of Financial planners in New York City with Social Media Accounts

981

Facebook Profiles

663

Instagram Handles

1734

LinkedIn Profiles

1429

X Handles

11

TikTok Profiles

1

WhatsApp Numbers

1117

YouTube Channels

Download sales qualified leads of Financial planners in the New York City

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

Data of Financial planners in New York City with/without Website

Download the list of Financial planners in New York City as of October 15, 2025 with and without website information.

2724

Number of Financial planners in New York City with website

998

Number of Financial planners in New York City without website

List of Financial planners in New York City By Ratings

Download the data of the number of star-rated Financial planners in New York City as of October 15, 2025.

74

Number of 1 star-rated Financial planners in New York City

45

Number of 2 star-rated Financial planners in New York City

187

Number of 3 star-rated Financial planners in New York City

199

Number of 4 star-rated Financial planners in New York City

516

Number of 5 star-rated Financial planners in New York City

  • 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 planners in New York City is 3722.

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

You can download the complete dataset of sales qualified leads of Financial planners in New York City 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 City dataset costs $99.

There are 3607 Financial planners in New York City with phone numbers.

There are 722 Financial planners in New York City with email addresses.

There are 1036 Financial planners in New York City with both phone numbers and email lists.

There are 1734 Financial planners in New York City with LinkedIn Profiles.

There are 981 Financial planners in New York City with Facebook Profiles.

There are 663 Financial planners in New York City with Instagram Handles.

There are 1429 Financial planners in New York City with X Handles.

There are 11 Financial planners in New York City with TikTok Profiles.

There are 1117 Financial planners in New York City with YouTube Channels.

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

The total count of Financial planners in New York City with a website is 2724.

The total count of Financial planners in New York City without a website is 998.

There are 516 5-star rated Financial planners in New York City.

There are 199 4-star rated Financial planners in New York City.

There are 187 3-star rated Financial planners in New York City.

There are 45 2-star rated Financial planners in New York City.

There are 74 1-star rated Financial planners in New York City.

The average age of Financial planners in New York City is 6 years and 7 months.

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.