Financial Advisor Email List
32,964 financial advisors in all 50 states and DC, each with their firm, and with their professional designations where they list them.
Checked September 2026. Updated when the rows are checked again, not on a schedule.
What's in the file
Share of rows with each column filled
Where they are
The 15 largest states. All 51 are in the state picker above.
Largest cities
Rows per city.
Designations
Designations are listed for 42% of rows. Advisors often hold more than one, so the bars overlap.
When it was checked
Rows by the month they were last checked
A masked sample
10 real rows from this file, one per firm
| Name | Firm | City | State | |
|---|---|---|---|---|
| Nimai Chokshi | Chokshi & Queen Wealth Advisors | San Diego | California | n***@voyafa.com |
| Michael Imparl | Mediqus Asset Advisors Inc. | Chicago | Illinois | m***@mediqus.com |
| David Liska | Kaufman Rossin Wealth Llc | Miami | Florida | d***@kaufmanrossinwealth.com |
| Austin Rodriguez | Catalyst Wealth Management Llc | Houston | Texas | 2***@catalystfg.com |
| James Abbruzzese | Needham & Company Llc | New York | New York | j***@needhamco.com |
| Gabe Praamsma | Rai Wealth | Naperville | Illinois | g***@raiwealth.com |
| Gabriel Karslo | O'hagan Group Inc. | Bethlehem | Pennsylvania | g***@theohagangroup.net |
| Nicholas Abruzzo Analyst | Lubert-Adler Management Company L.P. | Philadelphia | Pennsylvania | n***@lubertadler.com |
| Rachel Atwood | Demars Financial Group Llc | Spokane Valley | Washington | r***@demarsfinancial.com |
| Steve Holland | The Holland Group Retirement Wealth Advisors Llc | Clearwater | Florida | r***@pristineflorida.org |
Emails are partly hidden here. Your file has them in full.
About this list
42% of rows list at least one designation. CFP is the most common (6,920), then AAMS (5,358) and ChFC (2,756). That lets you write to planners, retirement specialists and advisors with insurance designations separately from one purchase.
Every row names the firm and 83% have a phone number. The advisors come from 731 firms, so many share a firm and its email domain: useful when you sell to a branch network, and worth knowing if you cap sends per domain.
Texas, California and Illinois are the largest states, and every state is covered. Every row is priced: there are no personal addresses in this file.
Who buys it
- Wealth and planning software
- TAMPs and model portfolio providers
- Annuity and insurance wholesalers
- Compliance and archiving tools
- Designation and CE programs
- Advisor recruiting