Firm-size proxying
Review count and office count are a reliable proxy for headcount. Use them to route small firms to self-serve and larger firms to a demo.
Financial advisors — verified contact data
170,000 records on file · from $59 for 250 · down to $0.09/record at volume
Independent financial and wealth advisers. Law firms, accountants, agencies and IT providers sit on healthy margins and reinvest continuously in software, staffing and lead generation. Records cover the firm rather than individual partners: registered trading name, main line, general enquiry inbox, office address and the rating that increasingly decides which firm a prospect calls first.
Financial advisors are roughly 8% of the professional services firms we track, which works out to about 170,000 records in the United States. Because the filter is narrower than the parent category, records cost slightly more per name — and convert considerably better, because your copy can actually name what the business does.
Extra columns for this vertical
DisciplinePartner count bandRegulatory registrationSector focusFounded year
Build your list
170,000 available Records
$59 $0.24 per record
- Delivered within 24 hours
- 95% valid or we re-run it free
- One-off payment — no subscription
170,000 Records available 6 countries
95% Have an email Syntax + MX verified
97% Have a phone Published business line
84% Have a Google rating With review count
97% Have a website The rest are a wedge
24h Delivery 8h with rush
Sample records
Financial advisors in 6 countries
| Business name | Category | Location | Phone | Website | Rating | Reviews | Verified | |
|---|---|---|---|---|---|---|---|---|
| Mercer Financial Planning | Financial Advisors | Des Moines, IA | (771) 01•-•••• | he•••@mercerfinancialplanning.com | mercerfinancialplanning.com | 4.7 | 318 | 20d ago |
| Whitfield Overland Park Advisory | Financial Advisors | Overland Park, KS | (256) 68•-•••• | en•••••••@whitfieldoverlandparkadvis.com | whitfieldoverlandparkadvis.com | 4.0 | 21 | 10d ago |
| Petrov & Sinclair | Financial Advisors | Charleston, SC | (255) 73•-•••• | en•••••••@petrovandsinclair.net | petrovandsinclair.net | 4.2 | 408 | 18d ago |
| Keane & Kowalski | Financial Advisors | Omaha, NE | (878) 30•-•••• | of••••@keaneandkowalski.com | keaneandkowalski.com | 4.4 | 247 | 18d ago |
| Duarte Financial Planning | Financial Advisors | Fairbanks, AK | (550) 48•-•••• | ad•••@duartefinancialplanning.com | duartefinancialplanning.com | 4.4 | 51 | 22d ago |
| The Kingsley Wealth | Financial Advisors | Cleveland, OH | (829) 45•-•••• | ad•••@thekingsleywealth.com | thekingsleywealth.com | 4.4 | 327 | 8d ago |
| Pemberton Financial Planning | Financial Advisors | Henderson, NV | (872) 94•-•••• | of••••@pembertonfinancialplanning.net | pembertonfinancialplanning.net | 4.0 | 554 | 25d ago |
| Financial Planning Studio | Financial Advisors | San Antonio, TX | (595) 11•-•••• | ad•••@financialplanningstudio.co | financialplanningstudio.co | 4.6 | 301 | 3d ago |
How buyers use it
Three angles that work on financial advisors
Written from what actually converts in this vertical, not generic outbound advice.
Discipline-specific copy
A conveyancing firm and a litigation practice have nothing in common operationally. Split by discipline before you write a single line.
Website-quality signal
Professional firms with weak or missing web presence are the softest target for digital services — and this is the vertical where they can afford it.
Who buys financial advisors data
- Vertical SaaS and practice-management vendors
- B2B lead-generation and appointment setters
- Recruitment and outsourced-talent providers
- Insurance, banking and finance products
- Conference and trade-media sponsors
Pricing for this slice
all markets pricing, all the way up
Country-wide rate. Narrowing to a single state or region costs more per record and puts everything inside your service area.
| Batch size | Total | Per record | You save | With social profiles | Buy |
|---|---|---|---|---|---|
| 250 records | $59 | $0.236 | — | $71 | Select |
| 500 records | $109 | $0.218 | −8% | $127 | Select |
| 1,000 records | $189 | $0.189 | −17% | $221 | Select |
| 2,500 records Best value | $389 | $0.156 | −33% | $457 | Select |
| 5,000 records | $669 | $0.134 | −42% | $785 | Select |
| 10,000 records | $1,109 | $0.111 | −52% | $1,301 | Select |
| 25,000 records | $2,309 | $0.092 | −60% | $2,709 | Select |
All prices in USD, one-off. 95% email validity guaranteed or we re-run the batch free.
Financial advisors by country
Country-wide pulls start at $59 for 250 records.
Other professional services sub-categories
Other industries
FAQ
Financial advisors in 6 countries — common questions
How many financial advisors can I get in the markets we cover?
Around 170,000 records are currently on file. You can order any batch from 250 up to 25,000 in one go. If you need more than we hold for this slice, we will tell you before charging you rather than padding the file with near-misses.
What does a financial advisors list cost?
$59 for 250 records and $189 for 1,000 — that is $0.19 per record, down from $0.24. The per-record price keeps falling to $0.09 at 25,000. Adding social media profiles is the most common extra.
What is included in each firm record?
Business name, email address, phone number, website URL, full street address split into columns, Google star rating, review count, primary category, coordinates and the date we last verified it. 95% of professional services firms in this vertical carry a usable email and 97% have a live website — a blank website field usually means the business genuinely has none, which is a useful signal in itself.
How do you identify financial advisors specifically?
We match on the primary category the business publishes about itself, then cross-check against its own website and menu or service listings. Financial advisors that also trade under a broader label still get caught, and businesses that merely mention the term in passing get filtered out.
Who typically buys financial advisors data?
Vertical SaaS and practice-management vendors, B2B lead-generation and appointment setters, Recruitment and outsourced-talent providers, Insurance, banking and finance products — plus a steady stream of individual founders testing an offer before committing to a bigger spend. The 250-record batch exists for exactly that.
How fast will I get the file?
Within 24 hours of payment, usually much sooner. You get a download link by email with both CSV and XLSX. Rush delivery drops that to 8 hours for $39.
How it works
From this page to a delivered file
- 01
Pick your slice
Choose an industry, narrow to a sub-category if you want, then pick a country or a single state. The price updates as you go — no forms, no sales call.
- 02
Set the batch size
From 250 records up to 25,000. The per-record price drops at every tier, so a bigger batch is always cheaper per name.
- 03
Pay in about a minute
Card checkout, no account to create. Add social profiles or decision-maker names on the way through if you want them.
- 04
File lands within 24 hours
We build and QA the batch, then email you a CSV and XLSX download link. Usually much sooner than 24 hours.