Financial Advisors Database
A verified database of 58,800 individual financial advisors, CFPs, and financial planners across North America, including Certified Financial Planners, Registered Representatives, and Independent Financial Advisors with verified work emails.
Fields included
Perfect For
Lead Generation
Verified decision-maker contacts for outbound SDR campaigns.
ABM Campaigns
Build precise account lists and personalise at scale.
Partnerships
Find companies for channel deals and integration partners.
Market Research
Map your total addressable market and competitive landscape.
About This Dataset
The Financial Advisors Database is the largest dataset in the Finance & Insurance category, covering 58,800 verified individual financial advisors — CFP® professionals, registered representatives, independent financial planners, insurance-licensed advisors, and fee-only financial coaches across North America.
Every record includes the individual advisor — Certified Financial Planner (CFP), Registered Representative, Independent Financial Advisor, or Financial Planner — with a confirmed work email, LinkedIn URL, advisor type (fee-only RIA, commission-based, dually registered), client segment focus (mass market, HNW, UHNW), affiliation (wirehouse, independent BD, RIA), and full contact profile.
This database targets individual practitioners, not firms — making it fundamentally different from the Wealth Management Firms database (firm-level RIA contacts). Financial advisors are the end decision-makers for: financial planning software subscriptions, client prospecting tools, CE and licensing platforms, and compliance monitoring services.
With 58,800 contacts, this is the definitive outreach resource for any company selling products or services to the individual financial advisor market. Advisor type and affiliation flags allow precise segmentation. Updated quarterly with 95%+ email deliverability.
Sample Companies
Showing a preview full database: 58,800 verified companies
| Company | Location | Industry | Size | Country |
|---|---|---|---|---|
| Coastal Media Group | Los Angeles, CA | Media & Advertising | 51-200 | USA |
| NexGen IT Services | Austin, TX | Managed IT Services | 11-50 | USA |
| Heritage Hospitality | Orlando, FL | Hospitality | 201-500 | USA |
| Horizon Retail Group | Dallas, TX | Retail | 51-200 | USA |
| DataBridge Analytics | Chicago, IL | Data Analytics | 11-50 | USA |
| Green Valley Foods | Chicago, IL | Food & Beverage | 51-200 | USA |
| BlueRiver Banking | Charlotte, NC | Banking | 201-500 | USA |
| BrightStone Mfg | Detroit, MI | Manufacturing | 201-500 | USA |
* Sample data shown for preview. Actual dataset contains 58,800 companies with full contact details.
Inside Your Dataset
Field Coverage
Industry Distribution
Decision-Maker Titles Included
Primary Contacts
Secondary Contacts
Data Sources & Freshness
Data Sourced From
- LinkedIn public profiles
- Company websites & career pages
- SEC & Companies House filings
- B2B business directories
- Job boards & press releases
Works With Your Existing Stack
CSV / Excel format imports directly into any tool, no technical setup needed.
95%+ Accuracy Guarantee
If email deliverability drops below 95% within 30 days, we replace records or issue a full refund no questions asked.
Compliance Certified
Request a Free Sample
Get 100 verified contacts no strings attached, no credit card required.
Who Buys This Data?
Built for revenue teams who need verified, actionable B2B contacts.
Financial planning software vendors (eMoney, MoneyGuidePro)
Build targeted prospect lists and hit quota faster with verified decision-maker contacts.
Client prospecting and lead generation tools
Power cold email, LinkedIn ads, and ABM programs with enriched company data.
Continuing education and licensing platforms
Run client outreach campaigns without expensive per-seat subscriptions.
Compliance monitoring and supervision technology
Source passive candidates by targeting companies and roles in your niche.
How Delivery Works
From purchase to inbox in under 2 hours.
Choose your volume and complete checkout one-time payment.
Team pulls verified records matching your filters and runs QA.
Receive CSV / Excel directly in your inbox within 2 hours.
Import into your CRM, email tool, or spreadsheet right away.
Data Methodology
- FINRA BrokerCheck registered rep database
- CFP Board certificant directory cross-reference
- SEC IA representative registry
- Email ping validation
- Quarterly refresh
Common Tech Stack in This Dataset
Firmographic vs Competitors
See why teams switch from expensive subscriptions to a one-time data purchase.
| Platform | Starting Price | Pricing Model | Annual Cost | Firmographic |
|---|---|---|---|---|
| ZoomInfo | $14,995/yr | Annual contract, per-seat license billed upfront, auto-renews | ~$14,995–$50,000+/yr | $199 one-time · no renewal No seat limits No credit system Own data forever Cancel anytime (nothing to cancel) Full CSV ownership |
| Apollo.io | $49/seat/mo | Monthly credits each email export costs credits, unused credits expire | ~$588–$2,400+/yr per seat | |
| Lusha | $22.45/seat/mo | Credit-based monthly plan limited reveals per month, upgrades costly | ~$269–$1,200+/yr per seat | |
| UpLead | $74/seat/mo | Monthly subscription + credit limits data access stops if you cancel | ~$888–$3,600+/yr per seat |
Competitor pricing sourced from public pricing pages. Actual costs may vary by contract size and negotiation.
What Our Customers Say
We booked 34 demos in the first month. The accuracy is genuinely impressive almost no bounces.
I've tried Apollo, ZoomInfo, Lusha Firmographic is more accurate and a fraction of the cost.
I use Firmographic for all my client campaigns now. One-time pricing is perfect for agencies.
A game-changer for our outreach. We can target exactly the right decision-makers with verified contacts.
Delivery was fast and the data was clean. The free sample matched exactly what we needed.
Our ABM campaigns finally have the targeting they need. Data quality consistently above 95%.
You May Also Need
More verified datasets in the same category.
ROI Calculator
Estimate your pipeline from this dataset. Adjust the sliders to match your team's metrics.
Based on industry-average B2B cold email benchmarks. Actual results vary by industry, offer, and copywriting quality.
Frequently Asked Questions
Ready to Buy Financial Advisors Database?
One-time payment · 95%+ email accuracy · CSV delivered in 2 hours · Full ownership forever