Home / Email lists / Financial consultant

Sample rows

10 of the 6,167 rows. Emails and phone numbers are masked here; the CSV has them in full.

What the list shows

California has the most listings: 732 businesses, 512 of them with an email address. Florida follows with 550.

1,236 rows (20%) carry one of 12 names used by 10 or more listings, led by Edward Jones with 917. 4,687 businesses have a name used only once, and 3,954 of those have an email address.

The median Google rating of the 3,704 rated businesses is 5.0, and 2,365 have a perfect 5.0.

Of the 4,317 email addresses, 1,965 (46%) are role addresses such as info@, 2,089 (48%) name a person and 263 (6%) are free mail.

Source: ProfessionLens, November 2026.

What is in this financial consultant email list?

The list has 6,167 Google Maps listings filed as Financial consultant, counted on 9 November 2026. A row is an advisory or planning business: an independent financial planner working from a small office, a wealth management boutique, or a branch of a national brokerage that happens to use this category. One planner with a listing is one row.

Of those rows, 4,317 carry an email address that appears on the business's own website, one per business. Phone numbers are on 6,024 rows and a website on 5,242. The median Google rating is 5.0.

The category is the same on all rows, so the split between independents and branch networks comes from the business name.

How can you segment the file?

Open the CSV in Excel or Google Sheets and filter by column.

The business name column matters most here because one firm dominates. Edward Jones has 917 listings in the file and no email on any of them. Charles Schwab has 76 listings and 70 emails, Morgan Stanley Financial Advisors 48 and none, and Merrill Edge 263 and none. A row named Financial institution, 69 of them, is a generic label and no email shows on any. Remove these repeated names and 4,687 rows remain whose name appears once. Those are the independent planners, and they are the ones whose owner can actually say yes to your offer.

State and city sort by territory. Financial planners usually serve clients near them, so a local seminar host, a CPA referral program or a regional insurance wholesaler can work city by city.

The email type column shows 2,090 named-person addresses, 1,965 role addresses and 263 free-mail addresses. A named-person address at a small advisory firm tends to be the advisor who owns it.

• Business name: independent planners against the large brokerage branches.
• State and city: territory for wholesalers, hosts and local partnerships.
• Email type: advisor-owner or office staff.
• Website: 5,242 rows, to read a firm's services before writing.

Who buys a financial consultant email list?

Advisors buy tools and services in several clear groups. Client relationship management and financial planning software vendors pitch independent planners. Portfolio and rebalancing platforms, turnkey asset management programs and custodians court advisors who are deciding where to place client accounts. Insurance carriers and annuity wholesalers look for planners who place coverage. Compliance consultants and email archiving vendors sell to firms that must keep records of client communications.

Marketing agencies that build advisor websites, run seminar campaigns and manage reviews write to the same inboxes. Outsourced paraplanning and back-office services offer relief for a one-advisor office. Professional liability insurance brokers, continuing education providers for planning credentials and practice transition firms that match retiring advisors with buyers also use the list.

Accountants and estate attorneys seek referral relationships with planners, and so do mortgage brokers.

How do you run outreach to financial consultants?

Independent advisors run their own firm, which makes them both the user and the buyer. The 2,090 named-person addresses are the best entries. Write to the advisor about their own practice: how many clients a solo planner can handle, how a tool fits the way they review portfolios, what your service costs against the time they spend.

The 1,965 role addresses reach an administrator or client service associate. This person screens vendor mail. Write a short note that asks for the right contact and states in a sentence what the offer does for advisors.

Advisors are cautious about what they open, and anything that looks like a mass promotion gets deleted. Use the firm name in the first line. The website column lets you note whether the firm lists retirement planning, tax planning or insurance, and tie the pitch to it.

Skip the branches of large brokerages. A branch advisor at Edward Jones or Schwab works inside a firm that picks the tools and vendors, and the file shows only 70 emails across all those branches. Dedupe by website, send in small batches and note bounces by domain.

What email rules apply when you contact financial advisors?

Include your company's valid street address and a working opt-out in every message, and remove anyone who asks, which a small firm's administrator will often do on the advisor's behalf.

Which states and cities should you start with?

California is on top with 732 listings and 512 emails, and Florida is next with 550 listings and 385 emails, which is a better rate. Texas has 478 listings and 335 emails, New York 314 and 220, Ohio 281 and 197, Illinois 226 and 158. Michigan has 183 and 5, North Carolina 178 and 10, Washington 145 and 10.

Among cities, New York has 110 listings, Dallas 79, Tampa 69, San Diego 56, Chicago and Houston 53 each, Atlanta 52, Miami 50, and Los Angeles and Orlando 48 each.

Tampa and Orlando both make the top ten, which, with Miami, puts three Florida metros on the list. A Florida campaign can therefore be split across three metros.

What is in the list

Source: ProfessionLens, November 2026. Counted 9 November 2026.

Questions

Related email lists

All 1497 email lists

Source: ProfessionLens, November 2026. Counted 9 November 2026.

We pull the data fresh for every order. The share of businesses with an email address varies by niche.