Financial Planners email list
Access 116,500 financial planners across the U.S. — from solo advisors to large wealth management firms. Selling financial software, investment platforms, or compliance tools? This database connects you with CFP professionals and practice owners.
Financial planning professionals providing investment advice and retirement planning services
Ready-to-contact leads
Unique email records
Monthly demand
Avg. Google searches
Growth trend
Industry trajectory
Avg. annual revenue
Per firm
Sample Preview
Preview the exact data you'll receive.
| Company | Location | Phone | Website | |
|---|---|---|---|---|
| Northridge Plaza | Pierre, SD | +16052246331 | information@zmidwest.com | shopnorthridgeplaza.com |
| 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 |
| BSNB Ballston Spa | Ballston Spa, NY | +15183638150 | bsnb.hr@bsnb.com | www.bsnb.com |
| Insurance Brokers of MN (Clark Johnson) | Cambridge, MN | +17636899491 | insbrokers@usa.net | insurancebrokersmn.com/clark-johnson |
| Turner Financial | Greenfield, IN | +13172046497 | andy@turnerfinancial.biz | turnerfinancial.biz |
| Main Street Financial Solutions, LLC - John P. Hammack, CFP | Toms River, NJ | +18488441017 | compliance@msfsolutions.com | www.msfsolutions.com |
| United Bank | Fredericksburg, VA | +15407100606 | helio.gomez@bankwithunited.com | locations.bankwithunited.com/va/fredericksburg/10800-courthouse-road-3150.html |
| Providence Forge Branch Manager | Providence Forge, VA | +18049662264 | cfbank@cffc.com | www.cffc.com |
| Frost Bank | Corpus Christi, TX | +18005137678 | webhelp@frostbank.com | locations.frostbank.com/corpus-christi/6230-s-staples-st?utm_source=Yext&utm_medium=LocationsPages |
| College Planning Cape Cod | Hyannis, MA | +15088154935 | support@collegeplanningcapecod.com | www.collegeplanningcapecod.com |
+ 116,457 more verified contacts | ||||
Get the Complete Database
Secure payment with Stripe. No subscription, one-time purchase.
Database Overview
What You Get
- Full CSV/Excel export
- Location & specialization filters
- Verified contact information
- Company business profiles
Coverage Statistics
Top Cities
- Houston, TX1,300 firms
- New York, NY1,300 firms
- Minneapolis, MN1,100 firms
Top States
- California12,100 firms
- Florida8,300 firms
- Texas7,700 firms
What they do
Financial planners manage client portfolios and create retirement strategies. Most are fee-based advisors who invest heavily in software and technology to serve affluent clients effectively.
Daily responsibilities
- Conduct comprehensive financial assessments and develop personalized financial plans
- Create retirement projections and savings strategies based on client goals and timelines
- Recommend investment portfolios and insurance products aligned with risk tolerance
- Monitor client progress toward financial goals and adjust plans as circumstances change
- Provide ongoing financial education and guidance on tax optimization and estate planning
Required skills
- Comprehensive knowledge of financial planning principles and investment strategies
- Proficiency in financial planning software (MoneyGuidePro, eMoney, NaviPlan, etc.)
- CFP certification and understanding of fiduciary responsibilities
- Strong analytical skills for retirement projections and tax planning scenarios
- Client relationship management and ability to explain complex financial concepts clearly
Compensation snapshot
- Average annual: $120,000 median for financial planners
- Salary range: $60K-$250K depending on experience and AUM
- Top earners: Wealth management specialists: $200K-$500K+
- Commission per sale: 1-2% of assets under management annually
- Hourly rate: $150-$400/hour for consulting services
How they get started
Finance education → Financial services experience → CFP certification → Independent planning practice
- Minimum education: Bachelor's degree in finance, business, economics, or related field
- Time to get started: 3-7 years of experience plus CFP certification before independent practice
Required certifications
- CFP (Certified Financial Planner) certification strongly preferred
- Securities licenses (Series 7, 66) and insurance licenses where applicable
- Continuing education requirements for CFP and license maintenance (30 hours CE every 2 years)
Financial planning professionals providing investment advice and retirement planning services
Peak season
September-November (year-end planning, tax strategies)
Most buyers close deals here
Slow season
December-January (holidays, client availability limited)
Great for nurturing and demos
Monthly demand
24,000
Average Google searches
Growth
+8% annually
Year-over-year trend
Business focus
32,261 operate primarily in this category, with 65.9% 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
- Cut client meeting prep time 75% with AI planning software
- How advisor Johnson grew AUM 40% with digital onboarding
- Estate planning tool — generate $50K in new revenue annually
Value props to highlight
- Comprehensive financial planning software and goal-tracking systems
- Tax-efficient investment strategies and estate planning tools
- Client relationship management and financial planning presentation platforms
Pain points you can solve
- Competition from robo-advisors and low-cost index funds
- Regulatory compliance costs consuming 15-20% of revenue
- Client acquisition costs rising while fee compression intensifies
- Technology integration challenges between multiple software platforms
- Succession planning and practice valuation uncertainties
Ideal company size
- Independent planners (30-100 clients, $25M+ AUM): Need financial planning software and CRM systems
- Small advisory practices (2-5 planners, $100M+ AUM): Require portfolio management and client reporting tools
- Mid-size firms (5+ planners, $300M+ AUM): Focus on scalable planning platforms and compliance systems
- Financial planning companies: Need integrated wealth management and institutional-grade analytics
Budget indicators
- Investment in financial planning software like MoneyGuidePro, eMoney, or similar comprehensive platforms
- Spending on portfolio management systems, rebalancing tools, or risk assessment software
- Professional development in CFP certification, continuing education, or specialized planning credentials
- Technology investments in client portals, digital document management, or cybersecurity solutions
Discovery questions
- How many clients do you serve and what's your average assets under management per household?
- Do you focus on retirement planning, comprehensive financial planning, or investment management?
- What financial planning software and portfolio management tools do you currently use?
- What are your biggest challenges with client acquisition, plan implementation, or regulatory compliance?
Who signs off
Practice owners control budgets of $25K-$200K+ annually for software, compliance, and marketing. They prioritize tools that improve client acquisition and portfolio management efficiency.
Average firm size: Independent financial planners typically work solo or with 1-3 staff, while advisory firms employ 5-15 professionals.