FINANCIAL ADVISORS EMAIL LIST IN USA
Complete database of financial advisors, wealth managers, and investment professionals across 48 states.
One-time $295 — no subscription. CSV delivered within 24 hours. Hard bounces are refunded proportionally.
Owner names and owner emails: owner list, $995.
- Contacts
- 21,133, deduplicated by email address
- States
- 47 (no records in ME, VT, WV)
- Phone number
- 21,028 records (99%)
- Website
- 21,010 records (99%)
- Email domain
- 96% on the business's own domain, 4% on free mail
- Google listing
- 5% claimed; average rating 4.35 across 11,312 records
- Fields
- Business name, email, phone, website, category, street address, city, state, ZIP
- Counts computed
- September 3, 2026
- Delivery
- CSV within 24 hours of order
- Price
- $295 one-time, unlimited use
Want us to run the campaign instead? Done-for-you outbound to financial advisors from $2,000/month. See pricing.
Benchmarks: cold email statistics.
"80% of our 2023 growth came from the outreach efforts done by Sales.co."
"The quality of leads lately are all in our Product Market Fit sweet spot. This is what I was always needing."
"IO signed. Terrific lead! What's amazing about this sale is it didn't even require a meeting."
"A++++ lead. You guys crushed it"
"Looks like they got a $425m post-IPO debt round. Great lead!"
"This is a tremendous lead - Well done! 🚀"
"...impressive getting 4 leads in 12 hours 🙂"
"Damn good lead! Thank you!"
"Sales.co is executing the most current cold email playbook out there today - we have not got a bad lead from them!"
"80% of our 2023 growth came from the outreach efforts done by Sales.co."
"The quality of leads lately are all in our Product Market Fit sweet spot. This is what I was always needing."
"IO signed. Terrific lead! What's amazing about this sale is it didn't even require a meeting."
"A++++ lead. You guys crushed it"
"Looks like they got a $425m post-IPO debt round. Great lead!"
"This is a tremendous lead - Well done! 🚀"
"...impressive getting 4 leads in 12 hours 🙂"
"Damn good lead! Thank you!"
"Sales.co is executing the most current cold email playbook out there today - we have not got a bad lead from them!"
WHY TARGET FINANCIAL ADVISORS?
Financial advisors manage over $30 trillion in client assets and are voracious consumers of technology, marketing services, and practice management tools. They have high discretionary budgets and actively seek solutions to grow their practices.
The wealth management industry is experiencing massive consolidation and technology disruption. Independent RIAs are the fastest-growing segment, creating opportunities for vendors serving breakaway advisors and growing practices.
Our financial advisor list covers financial planners, advisory firms, wealth managers and investment service businesses as they are listed publicly.
WHO BUYS FINANCIAL ADVISORS EMAIL LISTS?
Companies across multiple industries use our financial advisor contact database to grow their business
CRM, financial planning software, and portfolio management platform companies
Schwab, Fidelity, Pershing, and other custodians recruiting RIA assets
Agencies specializing in advisor marketing, content, and lead generation
RegTech firms selling compliance, supervision, and archiving tools
Carriers selling annuities, life insurance, and E&O coverage through advisors
CFP education, advanced designations, and practice management coaching
FINANCIAL ADVISORS INDUSTRY OVERVIEW
Key market data and statistics about the financial advisor industry in the United States
WHAT IS A FINANCIAL ADVISORS EMAIL LIST?
A financial advisor email list, also sold as a financial adviser mailing list or a wealth manager contact database, is a downloadable file of contact records for investment professionals in the United States. The Sales.co list contains 21,133 contacts covering financial planners, investment advisory firms, wealth managers and investment service businesses across 48 states, for $295 one time.
Each record includes a direct email address, phone number and mailing address, delivered as a ready-to-use CSV file.
Financial advisors manage over $30 trillion in client assets and buy technology and services with high discretionary budgets. Independent RIAs are the fastest-growing segment of the industry, which is why vendors targeting breakaway advisors and newly registered firms treat this segment as a priority market.
Buyers use this database to reach advisors by geography, channel, and firm type: wealth-tech and CRM vendors, custodians recruiting RIA assets, compliance and RegTech firms, annuity and insurance carriers, advisor marketing agencies, and CFP education providers.
COMPREHENSIVE DATABASE COVERAGE
The file covers 47 states and 21,133 financial advisors, counted on 2026-09-03.
TOP 12 STATES BY CONTACTS
| State | Contacts | Share |
|---|---|---|
| California (CA) | 3,286 | 15.5% |
| Texas (TX) | 2,025 | 9.6% |
| Florida (FL) | 1,588 | 7.5% |
| New York (NY) | 1,102 | 5.2% |
| Colorado (CO) | 799 | 3.8% |
| Illinois (IL) | 754 | 3.6% |
| Arizona (AZ) | 717 | 3.4% |
| Ohio (OH) | 703 | 3.3% |
| North Carolina (NC) | 631 | 3% |
| Michigan (MI) | 618 | 2.9% |
| Washington (WA) | 605 | 2.9% |
| Massachusetts (MA) | 556 | 2.6% |
The file covers 47 states. No records in ME, VT, WV.
TOP 15 CITIES
| City | Contacts |
|---|---|
| New York, NY | 502 |
| Houston, TX | 355 |
| Chicago, IL | 302 |
| Atlanta, GA | 292 |
| Dallas, TX | 270 |
| San Diego, CA | 245 |
| Los Angeles, CA | 236 |
| San Francisco, CA | 211 |
| Denver, CO | 206 |
| Charlotte, NC | 197 |
| Scottsdale, AZ | 192 |
| Austin, TX | 191 |
| Boston, MA | 188 |
| Miami, FL | 185 |
| Phoenix, AZ | 179 |
3,751 of 21,133 records sit in these 15 cities.
BY LISTING CATEGORY
| Category | Records | Share |
|---|---|---|
| Financial planner | 12,094 | 57.2% |
| Financial Advising | 2,721 | 12.9% |
| Financial Advisor | 2,660 | 12.6% |
| Investment service | 1,313 | 6.2% |
| Financial advisor | 1,049 | 5% |
| Financial advising | 942 | 4.5% |
| Financial service | 285 | 1.3% |
| Financial Services | 42 | 0.2% |
| Financial consultant | 20 | 0.1% |
| Financial Service | 5 | 0% |
| Financial Planner | 2 | 0% |
11 listing categories appear in the file; the 11 above cover 100% of it.
WHO WE TARGET
We reach verified decision-makers across the entire financial services industry spectrum
CRM, financial planning software, and portfolio management platform companies
Schwab, Fidelity, Pershing, and other custodians recruiting RIA assets
Agencies specializing in advisor marketing, content, and lead generation
RegTech firms selling compliance, supervision, and archiving tools
Carriers selling annuities, life insurance, and E&O coverage through advisors
CFP education, advanced designations, and practice management coaching
CUSTOMIZE YOUR FINANCIAL ADVISORS EMAIL LIST BY
Filter the file by the fields it contains: state, city, ZIP and listing category.
Need custom filtering? Contact us to build a tailored list that matches your exact targeting criteria.
REQUEST CUSTOM FILTERINGHOW IT WORKS
Simple three-step process to get your financial advisor email list
PURCHASE
Pay $295 one-time fee for the complete database
RECEIVE
Get download link via email within a few hours
USE
Import CSV into your CRM or email platform and start outreach
WHY OUR LIST LEADS THE INDUSTRY
Better data quality at a fraction of the cost
Hard bounces are refunded proportionally.
Ask for a state, city or ZIP cut and the file is built to that spec when you order.
$295 for 21,133 contacts, or $0.0140 per contact. Unlimited usage rights, no subscription.
Done-for-you outbound to financial advisors. From $2,000/month, month-to-month, live in 7 days.
We handle list building, copy, sending infrastructure, and reply handling.
ABOUT THE FINANCIAL ADVISORS EMAIL DATABASE
The list is compiled from public business listings and business websites. The counts on this page were computed on September 3, 2026 from 31,021 US records in 11 listing categories; 21,133 of them carry a usable email address after deduplication by email and cover 47 states. The list you receive is built to your spec when you order and enriched from additional sources, so it is not limited to the records on file. Addresses are delivered as found. Hard bounces are refunded proportionally.
WHO SHOULD TARGET FINANCIAL ADVISORS?
Our financial advisor outreach works best for businesses selling to the financial services industry
CRM, financial planning software, and portfolio management platform companies
Schwab, Fidelity, Pershing, and other custodians recruiting RIA assets
Agencies specializing in advisor marketing, content, and lead generation
RegTech firms selling compliance, supervision, and archiving tools
Carriers selling annuities, life insurance, and E&O coverage through advisors
CFP education, advanced designations, and practice management coaching
SIMPLE PRICING
One-time payment. Unlimited usage. No hidden fees.
The list is built to your spec when you order and enriched from sources beyond the records already on file, so the delivered file is not limited to the counts shown on this page.
SAMPLE RECORDS (25 OF 21,133 ON FILE)
Real records on file today. Emails and phone numbers are masked in this preview.
| Business | City | State | Category | Website | Phone (masked) | Email (masked) |
|---|---|---|---|---|---|---|
| Premier Plans | Little Rock | AR | Financial Advising | premierplans.com | (501) 907-***1 | s***@premierplans.com |
| Investors Edge Real Estate | Phoenix | AZ | Investment service | cyndiwilsonpropertygroup.com | (480) 900-***7 | c***@cbrealty.com |
| Arizona Investment Advisors | Tucson | AZ | Financial advising | aiatucson.com | (520) 323-***6 | a***@aol.com |
| Perry Financial Network | Folsom | CA | Financial planner | perryfn.com | (877) 475-***4 | c***@perryfinancial.net |
| Family Wealth Leadership | Irvine | CA | Investment service | familywealthleadership.com | (949) 468-***0 | k***@familywealthleadership.com |
| Summit Financial Advisory Services | San Francisco | CA | Financial Advising | summitfinancialsf.com | (415) 469-***2 | a***@summitfinancialsf.com |
| Montanti Advisory Services LLC | Boca Raton | FL | Financial planner | montanti.com | (561) 620-***0 | v***@lpl.com |
| Welcome Funds | Boca Raton | FL | Financial Advising | welcomefunds.com | (561) 862-***4 | j***@welcomefunds.com |
| Clarity Wealth | Newberry | FL | Financial planner | claritywealthplan.com | (352) 607-***7 | o***@claritywealthplan.com |
| Glide Capital | North Miami Beach | FL | Financial Advisor | glideplatform.com | (305) 783-***6 | a***@smart-invest.com |
| Icon Investments | Braintree | MA | Financial service | iconinvestments.com | (781) 380-***7 | f***@iconinvestments.com |
| ArchBridge Family Office | St. Louis | MO | Investment service | archbridge.com | (314) 727-***0 | i***@archbridge.com |
| Cornerstone Wealth Planning | Charlotte | NC | Financial planner | cornerstone4planning.com | (704) 849-***3 | c***@cornerstone4planning.com |
| Guideboat Financial | Buffalo | NY | Financial Advisor | guideboatfinancial.com | (716) 812-***9 | c***@guideboatfinancial.com |
| Stratos Wealth Management | Beachwood | OH | Financial planner | stratoswealthmanagement.com | (866) 553-***2 | r***@stratoswm.com |
| First Mate Financial Advisors LLC | Tulsa | OK | Financial Advisor | firstmatefa.com | (918) 794-***4 | j***@firstmatefa.com |
| Berkley Specialty Underwriting | Philadelphia | PA | Financial service | berkley.com | (215) 241-***6 | m***@berkley.com |
| Philadelphia Financial Consultants LLC | Wayne | PA | Financial Advisor | philafinance.com | (267) 270-***2 | i***@philafinconsultants.com |
| Research Financial Strategies | Nashville | TN | Financial advising | adamsinsurancestrategies.com | (615) 730-***2 | a***@adamsinsurancestrategies.com |
| Fiesta Loans | Arlington | TX | Financial service | loaninusa.com | (817) 226-***6 | m***@loaninusa.com |
| Wealth Solutions | Austin | TX | Financial planner | wealthsolutionsria.com | (512) 600-***0 | v***@wealthsolutionsria.com |
| USAvsDEBT-Holdings | Dallas | TX | Financial Advising | settle.usavsdebt.com | (800) 648-***1 | f***@usavsdebt.com |
| Camden Wealth Advisors | Houston | TX | Financial planner | camdenwealthadvisors.com | (713) 341-***0 | l***@camdenwealth.com |
| Heritage Financial Partners | Norfolk | VA | Financial Advising | heritagefinancialpartners.com | (757) 627-***3 | t***@firstgenesisva.com |
| Verus Wealth Management LLC | De Pere | WI | Financial planner | veruswealthmgmt.com | (920) 328-***3 | m***@veruswealthmgmt.com |
FREQUENTLY ASKED QUESTIONS ABOUT FINANCIAL ADVISORS EMAIL LISTS
You can pull them one at a time from SEC and state registration filings and firm websites, or buy them as one list. This list gives you 21,133 financial advisor contacts with emails, phones, and addresses in a single CSV for $295, which is the same work without the manual research time.
Investment advisers, investment advisors and financial advisors are the same market under different spellings, and the file holds the businesses listed under those names and under categories such as financial planner and investment service. There is no SEC or state registration field.
Yes, wealth managers and wealth advisers are included in this database alongside financial planners and RIAs. You get direct contact records rather than firm switchboard numbers, so outreach reaches the advisor.
Records are businesses and practices rather than individual registrants, so each reaches the firm's published email address. There is no field that marks a principal or an SEC or state registration, so the file cannot be cut to independent RIA principals.
Only as listed businesses. The file has no broker-dealer affiliation or FINRA field, so it cannot be cut to registered representatives.
Yes. It is a one-time purchase with unlimited use, so you can send as many campaigns to these contacts as you want.
Records are firm and practice listings with business name, email, phone, website, listing category and address. There is no SEC or state registration field and no firm data such as assets under management.
No. There is no assets under management field in the file.
Insurance agencies are in our separate insurance agents list.
No. There is no designation or certification field in the file.
No. The file has no registration history or broker-dealer affiliation, so it cannot identify advisors who recently registered a new RIA or changed firms.
You receive a CSV (comma-separated values) file that works with Excel, Google Sheets, any CRM system, and all email marketing platforms.
Hard bounces are refunded proportionally.
The counts and fields on this page come from the database pull of September 3, 2026. The file you receive is built to your spec when you order and enriched from additional sources, so it is not limited to the records on file.
Yes! Purchase once, use unlimited times. There are no restrictions on how many times you can email the contacts or how you use the data.
Contact names or job titles are included when they form part of the email address. The file carries email addresses, websites, physical addresses and phone numbers where the record has them.
Yes. We run done-for-you outbound from $2,000/month, month-to-month. See pricing.
Yes! We can customize your list to target specific states, regions, counties, cities, or ZIP codes. Contact us to discuss your geographic targeting requirements and we'll prepare a filtered list for you.
Yes. Hard bounces are refunded proportionally.
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READY TO GET YOUR FINANCIAL ADVISORS EMAIL LIST?
21,133 financial advisor contacts for $295, delivered as a CSV within 24 hours.
Hard bounces are refunded proportionally. Unlimited usage rights. Delivered within 24 hours.