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Financial Advisor Database of United States Latest August 2026 Updated

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Financial Advisor Database of United States Latest August 2026 Updated 4.9 ★★★★★ ★★★★★ 8 reviews
Updated: Aug 12, 2026

🌐 Financial Advisor Database of United States Latest August 2026 Updated

Unlock actionable insights and supercharge your sales pipeline. Download this verified, analysis-ready dataset today.

Rows (Regular)149,999
Rows (Extended)299,998
Sales35
Views26
CountryUnited States
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Coverage across United States

This dataset covers 299,998 verified records spread across 56+ states in United States. 299,998 records carry a verified phone number and 104,999 include a business website — directly usable for outreach, segmentation, and CRM import.

The highest-density states are California (23,164 listings), Texas (18,363 listings), Florida (12,631 listings), New York (12,550 listings), Illinois (9,978 listings), Ohio (9,520 listings), Pennsylvania (8,863 listings), and Washington (8,558 listings).

Additional coverage spans Virginia (7,825), North Carolina (7,688), District of Columbia (7,484), Georgia (7,021), Massachusetts (6,773), New Jersey (6,678), Colorado (6,332), Minnesota (6,195), Tennessee (6,021), Arizona (5,930), Wisconsin (5,888), Michigan (5,854) , plus 36 more states.

Coverage in United States — by state

Total rows:299,998 With mobile:299,998 With website:104,999
States Total With mobile With website
California 23,164 23,164 8,107
Texas 18,363 18,363 6,427
Florida 12,631 12,631 4,421
New York 12,550 12,550 4,393
Illinois 9,978 9,978 3,492
Ohio 9,520 9,520 3,332
Pennsylvania 8,863 8,863 3,102
Washington 8,558 8,558 2,995
Virginia 7,825 7,825 2,739
North Carolina 7,688 7,688 2,691
District of Columbia 7,484 7,484 2,619
Georgia 7,021 7,021 2,457
Massachusetts 6,773 6,773 2,371
New Jersey 6,678 6,678 2,337
Colorado 6,332 6,332 2,216
Minnesota 6,195 6,195 2,168
Tennessee 6,021 6,021 2,107
Arizona 5,930 5,930 2,076
Wisconsin 5,888 5,888 2,061
Michigan 5,854 5,854 2,049
Missouri 5,810 5,810 2,034
Maryland 5,587 5,587 1,955
Indiana 5,432 5,432 1,901
Oregon 5,134 5,134 1,797
Utah 4,978 4,978 1,742
Connecticut 4,963 4,963 1,737
Louisiana 4,923 4,923 1,723
Nevada 4,548 4,548 1,592
Alaska 4,496 4,496 1,574
Nebraska 3,708 3,708 1,298
Hawaii 3,670 3,670 1,285
South Carolina 3,514 3,514 1,230
Iowa 3,382 3,382 1,184
Kentucky 3,373 3,373 1,181
Oklahoma 3,371 3,371 1,180
Kansas 3,326 3,326 1,164
North Dakota 3,179 3,179 1,113
South Dakota 3,178 3,178 1,112
Alabama 3,050 3,050 1,068
Idaho 2,845 2,845 996
Delaware 2,745 2,745 961
Arkansas 2,735 2,735 957
New Hampshire 2,671 2,671 935
Wyoming 2,542 2,542 890
Maine 2,455 2,455 859
New Mexico 2,411 2,411 844
Rhode Island 2,409 2,409 843
Montana 2,355 2,355 824
Mississippi 2,316 2,316 811
West Virginia 2,282 2,282 799
Vermont 2,080 2,080 728
Puerto Rico 1,963 1,963 687
Guam 1,667 1,667 583
U.S. Virgin Islands 1,318 1,318 461
Northern Mariana Islands 1,214 1,214 425
American Samoa 1,052 1,052 368
All states (56) 299,998 299,998 104,999

Zone roll-ups 6 regional bundles

Buy a multi-state zone in one file — cheaper than the country pack, wider than any single state.

Financial Advisors Database — United States

The Financial Advisors database for United States includes 299,998+ verified businesses with company name, address, city, state, phone, email, website and GPS coordinates. The file is delivered as a CSV ready for CRM import or BI analysis.

Ebony (US) bought 7 hours ago · Monica (US) bought 10 hours ago · Gordon (US) bought 12 hours ago · Camron (AU) bought 16 hours ago · Damini (US) bought 1 day ago

How to use this data

  • Partnership discovery — surface financial advisors businesses in United States that fit your co-marketing criteria.
  • Risk + concentration audit — identify United States pincodes with financial advisors-cluster over-exposure.
  • Verticalised plays — build separate cadences per United States state for the financial advisors segment.

Frequently asked about this dataset

How many businesses are in the Financial Advisors database for United States?

The Financial Advisors database for United States contains 299,998+ verified businesses as of 2026, each with phone, email, address, website and GPS coordinates. The full record count is shown on this page above.

Where can I download a Financial Advisors database for United States?

The complete Financial Advisors database for United States is available on this page from Data2Sales AI as an instant CSV download. Every record carries verified contact details and is delivered immediately after checkout.

What fields are included in the Financial Advisors dataset?

Each record includes: Business name, Street address, City, State / Region, Postal code, Country, Phone number, Email address and more. The file is delivered as a UTF-8 CSV that opens in Excel, Google Sheets or any standard CRM importer.

How accurate is the Financial Advisors data for United States?

Every record is cross-referenced across public business registries, Google Maps and licensed directory partners before it ships. Closed businesses, disconnected phones and duplicates are stripped on every monthly refresh, so the dataset reflects the live financial advisors footprint in United States.

Is the Financial Advisors dataset updated regularly?

Yes. The Financial Advisors dataset is rebuilt on a rolling 30-day cycle. New entrants come in through registrar filings; closures are detected from negative signals and dropped before export.

Can I use the Financial Advisors data for marketing and outreach?

Yes — the dataset is licensed for commercial use after purchase. Common use cases include cold outbound, geo-targeted advertising, market research, supplier sourcing and territory planning. Only publicly listed business contact information is included.

What format do I receive the Financial Advisors database in?

You receive a UTF-8 encoded CSV. It opens in Excel, Google Sheets, Power BI, Looker Studio and every major CRM (HubSpot, Salesforce, Zoho, Pipedrive). XLSX is available on request.

How quickly can I download the dataset after purchase?

Within 30 seconds of successful payment. The CSV is generated fresh from the live database at purchase time. You also get 7 days of unlimited re-downloads from a secure link sent to your email.

About the Financial Advisors Database in United States

Looking to reach world wide data decision-makers in United States? This database aggregates 299,998+ verified records through the Data2Sales AI engine, pulling from verified public registries, official websites, social profiles, and licensed data partners. Dead numbers, closed storefronts, and duplicates are stripped before export — you receive a clean, CRM-ready CSV.

License Option
Licenses terms
Accuracy 95–98% Instant download Refreshed monthly CSV / Excel

Last Update:

Aug 12, 2026 05:45 AM

Published:

May 11, 2026 03:15 AM

Rows (Regular):

149,999

Rows (Extended):

299,998

Category:

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