Advisory Email Lists

Advisory professionals including financial planners and investment advisors serving individuals and businesses.

271,440+
Verified Contacts
3
Specialties

Browse by Specialty

Financial Consultants

+9% annually

Financial advisory professionals providing investment and financial planning services

106,071
contacts
$135K median annual
avg revenue

Financial Planners

+8% annually

Financial planning professionals providing investment advice and retirement planning services

116,467
contacts
$125K median annual
avg revenue

Investment Services

+9% annually

Investment advisory services providing portfolio management and financial planning

74,643
contacts
$185K median annual
avg revenue

Industry Overview

Advisory professionals including financial planners and investment advisors serving individuals and businesses.

Market Size

271,440+ verified contacts advisory contacts aggregated from profession data

Growth Trends & Opportunities

  • Increasing demand for holistic financial planning
  • Growth in fee-based and fiduciary advisory models
  • Digital platforms enabling hybrid advisory services

Bulk Marketing Opportunities

  • Wealth management and planning software
  • Compliance and risk management tooling
  • Client engagement and onboarding platforms

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Industry Pain Points

  • •Client acquisition in competitive markets
  • •Regulatory compliance and suitability
  • •Portfolio management and reporting efficiency

Best Contact Seasons

Q1 and Q3 planning cycles.

Decision Makers

Advisors, partners, and practice owners.

Budget Indicators

  • ✓AUM growth and client onboarding
  • ✓Investments in compliance and planning tech
  • ✓Hiring of advisors or support staff