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9 regions · 113 financial advisors · CAN-SPAM-aware

United States Financial Advisors Email List — 113 verified financial advisors

PublicLeads offers a verified list of 113 Financial Advisors across the United States. This national bundle provides direct contact information for professionals operating in multiple states and cities.

Total Financial Advisors
113
Across 9 states
With Email
28
25% of listings · 82% corporate domain
Avg Rating
2.27
2,246 reviews
Cities Covered
12
With verified data

The United States financial advisors list has 113 businesses, 28 of them with a business email. Each record has the business name, phone, address, website and Google rating. One-time $99 USD — download Excel and CSV right after checkout, no subscription.

/ 01 — All statesBrowse by state

/ 02 — Largest marketsTop cities by financial advisors count

/ The biggest statesFinancial advisors by state

All 9 states with financial advisors in the United States are listed below, 113 businesses between them. California has the most, 103, followed by Florida (2) and Pennsylvania (2).

StateBusinessesWith emailEmail shareAvg rating
California1032625%2.3
Florida2150%2.5
Pennsylvania200%2.5
Minnesota100%4.6
Missouri100%4.9
New York11100%0.0
Ohio100%0.0
Oklahoma100%2.8
Wisconsin100%0.0

/ The dataUnited States financial advisors: ratings, email, hours and categories

Google ratings

All 113 financial advisors in the United States have a Google rating. Of those, 44 are rated 4.5 or higher, 4 between 4.0 and 4.4, 4 between 3.0 and 3.9 and 61 below 3.0. 4 have 100 or more Google reviews.

4.5 and higher44
39%
4.0 – 4.44
4%
3.0 – 3.94
4%
Below 3.061
54%
No rating yet0
0%

Email addresses

28 of the 113 have an email address we could verify. Of those, 23 are on the business's own domain and 5 on another domain, such as Gmail or Outlook. The other 85 have no verified email.

Own-domain email23
20%
Other email (Gmail, Outlook …)5
4%
No email85
75%

Opening hours

101 of the 113 list their opening hours on Google. Of those, 7 are open on Saturday or Sunday, 4 on Sunday and 5 around the clock.

Hours listed101
89%
Open at the weekend7
6%
Open on Sunday4
4%
Open 24 hours5
4%

Google categories

Google files these 101 financial advisors under 10 categories. The most common are Financial consultant (40), Financial planner (37), Investment service (13), Financial institution (3) and Financial advisor (2).

Financial consultant40
35%
Financial planner37
33%
Investment service13
12%
Financial institution3
3%
Financial advisor2
2%

/ 04 — QuestionsFrequently asked

What does the United States financial advisors list include?+

113 financial advisors in the United States, each with business name, phone, full address, website, Google rating and review count; 28 of them also have a business email. Records are businesses, not individual contacts.

How many financial advisors in the United States have an email address?+

28 of 113 (25%) have a business email on file. The others still come with phone, address and website.

How much does the United States financial advisors list cost?+

$99 USD, one time, for the whole United States list (113 financial advisors). A single state is $19 and a single city $9.

Is it a subscription like Apollo or ZoomInfo?+

No. You pay $99 USD once and keep the file — no seats, credits, contract or renewal. If a list you bought grows later, the updated file is sent to you free.

What format is the file?+

Excel (.xlsx) and CSV, with 16 columns: Business Name, Email, Email Type, Phone, Address, City, State/Province, Country, Rating, Reviews, Website, Email Quality, Audit Date, Other Emails (found), Other Phones (found) and Found On.

How fast do I get the list?+

Right after checkout: the download link appears on the page and is emailed to you, and downloads don't expire.

How current is the data?+

Data is refreshed quarterly. Each file is built from the database at the moment you download it.

Can I filter the list by state or city?+

Yes, while this is a national bundle, you can filter the CSV file after download to target specific states like Florida or Pennsylvania, or any of the 12 cities covered in the United States.

What makes the national bundle a good value?+

The national bundle for United States Financial Advisors is priced at $99. Buying individual state lists would cost $171, making the bundle a significant saving for broad market access.

Data sourcing, update frequency, bundle pricing & refunds →

/ DirectoryBrowse Financial Advisors in United States

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Paramount Tax & Accounting - Rancho Bernardo

★ 5.0 · 128 reviews
Financial Advisor · San Diego

PracticeCFO

★ 5.0 · 109 reviews
Financial Advisor · San Diego

Bull Oak Financial Advisors

★ 5.0 · 30 reviews
Financial Advisor · Rancho Santa Fe

Momentum Financial and Insurance Services LLC

★ 5.0 · 24 reviews
Financial Advisor · San Diego

Imeson Wealth Partners LLC

★ 5.0 · 18 reviews
Financial Advisor · San Diego

Heritage Wealth Management, Inc.

★ 5.0 · 17 reviews
Financial Advisor · San Diego

ATLAS CPAs & Advisors PC

★ 5.0 · 11 reviews
Financial Advisor · San Diego

C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298

★ 5.0 · 11 reviews
Financial Advisor · San Diego

Cody Roulier | Financial Planner - LPL Financial

★ 5.0 · 7 reviews
Financial Advisor · San Diego

Financial Security Designs

★ 5.0 · 6 reviews
Financial Advisor · San Diego

Merited Wealth

★ 5.0 · 4 reviews
Financial Advisor · North Bay Village

Edward Jones - Financial Advisor: Michael A Ortiz, CFP®

★ 5.0 · 3 reviews
Financial Advisor · San Diego

Stifel

★ 5.0 · 3 reviews
Financial Advisor · San Diego

Blake Gallion, CFP

★ 5.0 · 3 reviews
Financial Advisor · San Diego

P M Tax & Financial Services

★ 5.0 · 3 reviews
Financial Advisor · San Diego

Nan Hong - Prudential Financial

★ 5.0 · 2 reviews
Financial Advisor · Melrose Park

Wisdom Wealth Management - Ameriprise Financial Services, LLC

★ 5.0 · 2 reviews
Financial Advisor · San Diego

Melbrod Wealth Management

★ 5.0 · 2 reviews
Financial Advisor · San Diego

Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC

★ 5.0 · 2 reviews
Financial Advisor · Poway

Edward Jones - Financial Advisor: Bill Bauerle

★ 5.0 · 1 review
Financial Advisor · Poway

Sage Capital Advisors, LLC

★ 5.0 · 1 review
Financial Advisor · San Diego

Morgan Stanley Financial Advisors

★ 5.0 · 1 review
Financial Advisor · San Diego

Heartland Investment Advisory Services

★ 5.0 · 1 review
Financial Advisor · San Diego

Capital Financial

★ 5.0 · 1 review
Financial Advisor · Poway

Merrill Lynch Financial Advisor Frances

★ 5.0 · 1 review
Financial Advisor · San Diego

Weber | CFO

★ 5.0 · 1 review
Financial Advisor · Poway

Ethos Wealth Management/LPL Financial

★ 5.0 · 1 review
Financial Advisor · San Diego

Robinson Wealth Management of Raymond James

★ 5.0 · 1 review
Financial Advisor · San Diego

Raymond James & Associates

★ 5.0 · 1 review
Financial Advisor · San Diego

Raymond James Financial Services

★ 5.0 · 1 review
Financial Advisor · San Diego

Glenda K. Moehlenpah, CPA

★ 5.0 · 1 review
Financial Advisor · Poway

The Peart-Foster-Hill Financial Advisory Group, Wells Fargo Advisors

★ 5.0 · 1 review
Financial Advisor · San Diego

Rancho Bernardo, CA Branch Office - UBS Financial Services Inc.

★ 5.0 · 1 review
Financial Advisor · San Diego

Danielle V. Financial

★ 5.0
Financial Advisor · Poway

PDS Debt

★ 4.9 · 1,429 reviews
Financial Advisor · San Diego

TaliMar Financial

★ 4.9 · 78 reviews
Financial Advisor · San Diego

Vanguard Resource Group

★ 4.9 · 74 reviews
Financial Advisor · San Diego

Larry James Bankston: Primerica - Financial Services

★ 4.9 · 10 reviews
Financial Advisor · Raytown

Nautica Wealth Advisors

★ 4.8 · 5 reviews
Financial Advisor · San Diego

College Planning Source

★ 4.8
Financial Advisor · San Diego

H&R Block

★ 4.7 · 105 reviews
Financial Advisor · Poway

Thrivent Financial New Hope Group

★ 4.6 · 9 reviews
Financial Advisor · New Hope

Fidelity Investments - Rancho Bernardo

★ 4.5 · 8 reviews
Financial Advisor · San Diego

Andrew Norolahi - Private Wealth Advisor, Ameriprise Financial Services, LLC

★ 4.5 · 2 reviews
Financial Advisor · San Diego

Bellavia Joseph V CPA

★ 4.4 · 7 reviews
Financial Advisor · Poway

Charles Schwab

★ 4.3 · 15 reviews
Financial Advisor · San Diego

Family Tax Office

★ 4.0 · 10 reviews
Financial Advisor · Poway

Innovative Pension Strategies

★ 4.0 · 3 reviews
Financial Advisor · Poway

Succession Link

★ 3.9 · 43 reviews
Financial Advisor · San Diego

Western Financial Corporation

★ 3.0 · 2 reviews
Financial Advisor · San Diego

/ HelpCommon Questions

How do I choose a reliable financial advisor in United States?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in United States?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — collected by our own crawl. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Go to publicleads.com/your-business. You can remove your business or an email address, or fix your phone or email there; we email a confirmation link first, and nothing changes until it is used. For anything else, email support@publicleads.com.

Is your business on this list? Remove it or fix its phone or email. Not on it? Add your business.