Financial Consultants email list
The financial consultant market includes 106,000+ businesses across the United States, with our verified database containing 45,500+ financial consultants with verified email contacts. This comprehensive directory serves fintech companies, investment platforms, and business service providers targeting financial consulting professionals.
Financial advisory professionals providing investment and financial planning services
Ready-to-contact leads
Unique email records
Monthly demand
Avg. Google searches
Growth trend
Industry trajectory
Avg. annual revenue
Per firm
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| Company | Location | Phone | Website | |
|---|---|---|---|---|
| The HUB at Providence | Fort Smith, AR | +14794785103 | nswanson@erc.com | www.thehuberc.com |
| New School // Restaurant Consulting | Los Angeles, CA | +12132657770 | hi@newschool.la | newschoolconsulting.com |
| The Credit Card Lady- POS & Merchant Services | Abilene, TX | +13254370048 | mary@mymoneyfees.com | www.mymoneyfees.com |
| Cirrus Restaurant Consulting | Bel Air, MD | +14106610300 | hello@cirrus-consulting.com | cirrus-consulting.com |
| Eden Advisory Services LLC and Cafe | Albany, NY | +15189773771 | info@edenasc.com | edenasc.com |
| RELM | Washington, DC | +12029151234 | info@gorelm.com | www.gorelm.com |
| The Golden Hive | Flagstaff, AZ | +19284405030 | tracy.ellen@yahoo.com | goldenbeeswax.com |
| Foster's Coin, Consulting & Stamp Co | Berkeley, CA | +15108453015 | fiatpapermoneybook@gmail.com | fiatpapermoney.net |
| Bank of America (with Drive-thru ATM) | Chesterfield, MO | +16365363670 | alex.maierhoffer@ml.com | locators.bankofamerica.com/mo/chesterfield/financial-centers-chesterfield-15838.html?utm_source=GMBlisting&utm_medium=organic |
| Times Square Great Falls | Great Falls, MT | +14062688733 | info@timesquaregreatfalls.com | timessquaregreatfalls.com |
+ 106,061 more verified contacts | ||||
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Database Overview
What You Get
- Full CSV/Excel export
- Location & specialization filters
- Verified contact information
- Company business profiles
Coverage Statistics
Top Cities
- Houston, TX1,100 firms
- New York, NY1,000 firms
- Miami, FL800 firms
Top States
- California10,600 firms
- Florida8,000 firms
- Texas7,700 firms
What they do
Financial consultants providing investment advice, portfolio management, and financial planning services to individuals, businesses, and institutional clients to help them achieve their financial goals and optimize investment strategies.
Daily responsibilities
- Analyze client financial situations and develop customized investment strategies
- Monitor market conditions and adjust portfolio allocations based on performance
- Prepare detailed financial reports and investment performance summaries
- Meet with clients to review portfolios and discuss financial planning objectives
- Stay current with SEC regulations, market trends, and investment product developments
Required skills
- Investment analysis and portfolio management expertise
- Knowledge of financial markets, securities regulations, and investment products
- Strong mathematical and analytical skills for risk assessment and modeling
- Client relationship management and communication capabilities
- Professional certifications (CFA, CFP, Series 7/66) and regulatory compliance knowledge
Compensation snapshot
- Average annual: $135,000 median for financial consultants
- Salary range: $75K-$300K depending on specialization and clients
- Top earners: Corporate finance consultants: $250K-$600K+
- Commission per sale: 0.5-1.5% of transaction value
- Hourly rate: $200-$500/hour for specialized consulting
How they get started
Finance education → Financial services experience → Professional certifications → Independent practice
- Minimum education: Bachelor's degree in finance, economics, business, or related field
- Time to get started: 5-10 years of relevant experience plus certifications before independent consulting
Required certifications
- Securities licenses (Series 7, 66) and insurance licenses where applicable
- Professional certifications like CFP, CFA, ChFC, or CPA depending on specialization
- Continuing education requirements for license maintenance (typically 15-30 hours annually)
Financial advisory professionals providing investment and financial planning services
Peak season
September-November
Most buyers close deals here
Slow season
December-January
Great for nurturing and demos
Monthly demand
41,000
Average Google searches
Growth
+9% annually
Year-over-year trend
Business focus
7,637 operate primarily in this category, with 42.7% running no more than two service lines.
Best time to reach out
Tuesday-Thursday, 9-11 AM or 2-4 PM, avoiding client service hours
Subject lines that get replies
- Portfolio management software increases AUM by 35%
- Client reporting automation saves 10 hours per week
- Risk analysis tool improves investment returns by 15%
Value props to highlight
- Wealth management software and portfolio optimization tools
- Financial planning calculators and retirement projections systems
- Risk assessment models and investment advisory platforms
Pain points you can solve
- Business development and client relationship management
- Competitive pressure from robo-advisors and low-cost platforms
- Regulatory changes and compliance burden management
- Technology adoption for client reporting and portfolio analytics
- Specialization positioning in crowded consulting markets
Ideal company size
- Independent advisors (50-150 clients, $50M+ AUM): Need portfolio management and reporting tools
- Small advisory firms (3-8 advisors, $200M+ AUM): Require CRM systems and compliance management platforms
- Mid-size practices (8+ advisors, $500M+ AUM): Focus on advanced analytics and client portal systems
- Financial consulting companies: Need institutional-grade platforms and risk management systems
Budget indicators
- Investment in financial planning software, portfolio analysis tools, or CRM platforms
- Spending on compliance systems, regulatory reporting software, or cybersecurity solutions
- Professional development in certifications like CFP, CFA, or specialized financial planning credentials
- Technology investments in client portals, digital onboarding systems, or automated investment platforms
Discovery questions
- What's your current assets under management and average client account size?
- Do you focus on individual wealth management, corporate finance, or institutional consulting?
- How do you currently handle investment analysis, portfolio reporting, and client communication?
- What are your biggest challenges with client acquisition, regulatory compliance, or operational efficiency?
Who signs off
Practice owners, managing partners, and senior consultants make technology and service purchasing decisions.
Average firm size: Independent financial consultants typically work solo or with 1-2 staff, while consulting firms employ 5-20 professionals.