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financial advisor database
Verified owner contacts & email list
Access the most comprehensive database of financial advisor businesses in the US. Get verified financial advisor owner contacts, verified email lists, and verified phone numbers for 70K+ financial advisors.
70K+
US financial advisor businesses
97%
Verified accuracy
30+
Data points
Weekly
Updates
Preview our verified financial advisor owner database
See real financial advisor business data with verified owner contact information. Our financial advisor email list includes verified direct emails, verified phones, and 30+ enriched fields for every business.
Sample verified database
Get full access| Business name | Verified owner / contact | Title | EmailVerified | PhoneVerified | Address | Website | Employees | Revenue | Specialization |
|---|---|---|---|---|---|---|---|---|---|
| Summit Wealth Partners | Gregory Evans | Owner | gregory@summitwealth.com | (303) 555-•••• | Denver, CO | example.com | 10-20 | $1M-$3M | Wealth Management |
| RetireRight Advisors | Patricia Moore | Owner | patricia@retireright.com | (617) 555-•••• | Boston, MA | example.com | 10-20 | $1M-$3M | Retirement Planning |
| ClearPath Financial | Andrew Kim | Owner | andrew@clearpathfinancial.com | (469) 555-•••• | Dallas, TX | example.com | 10-20 | $1M-$3M | Tax Planning |
Showing 3 of 70K+ financial advisors verified records. Sign up to unlock full database →
What's included in the financial advisor database?
Our financial advisor owner contacts are enriched with 30+ data points to help you segment, personalize, and convert your ideal prospects.
First and last name of managing partners and owners
Direct B2B email addresses verified in real-time
Office and direct dial numbers for decision-makers
Exact titles like Owner, Partner, Managing Director, Principal
Complete street address, city, state, and ZIP code
Domain names and online presence information
Number of employees to filter by firm size
Annual revenue ranges for targeting high-value firms
Professional LinkedIn URLs for owners and key staff
Founding year and business longevity data
Facebook, Twitter, Instagram business accounts
Total branch and office count across regions
Operating hours and availability information
Google, Yelp, and industry review scores
First and last name of managing partners and owners
Direct B2B email addresses verified in real-time
Office and direct dial numbers for decision-makers
Exact titles like CPA, Managing Partner, Tax Director
Complete street address, city, state, and ZIP code
Domain names and online presence information
Number of employees to filter by firm size
Annual revenue ranges for targeting high-value firms
CPA, tax prep, bookkeeping, audit, forensic accounting
Professional LinkedIn URLs for owners and key staff
Founding year and business longevity data
Software used (QuickBooks, Xero, Sage, etc.)
Facebook, Twitter, Instagram business accounts
Total branch and office count across regions
Operating hours and availability information
Google, Yelp, and industry review scores
Verticals served (healthcare, real estate, tech, etc.)
Average transaction or engagement value per client
Why buy financial advisor leads from Openmart?
The most accurate financial advisor owner database for B2B sales, marketing, and business development teams targeting financial advisor businesses.
Most comprehensive financial advisor database
Access the largest database of financial advisor businesses in the US — 70K+ financial advisors with verified owner contact information across all 50 states.
Verified financial advisor owner contacts
Get direct financial advisor email lists and phone numbers for owners, executives, and key decision-makers. Our financial advisor owner database is verified in real-time for 97% accuracy.
Weekly financial advisor database updates
Our financial advisor business database is refreshed weekly with new businesses, updated owner contact information, and the latest business intelligence to keep your email list current.
Built-in email sequencing
Launch multi-step email campaigns directly to financial advisor owner contacts without exporting. Send personalized outreach to your financial advisor email list with our built-in tools.
How to use the financial advisor database
From search to outreach in minutes. No complex setup, no data exports, no third-party tools required.
Search financial advisor businesses
Use our local business search to find financial advisor businesses by location, wealth management, or business size.
Filter & segment
Build targeted lists of Wealth Management, Retirement Planning, Tax Planning. Filter by city, state, or custom criteria.
Launch email sequences
Send personalized email campaigns directly to financial advisor owner contacts with our built-in sequencing tool.
Track & optimize
Monitor open rates, reply rates, and conversions. Refine your financial advisor email list based on engagement data.
Industry contact lists by city
Browse company email and phone list by location. Choose a city to get a targeted database for your outreach.
Who uses our financial advisor owner contacts?
When you buy financial advisor leads from Openmart, you get direct access to decision-makers. Here is how our clients use the financial advisor business database.
Software vendors (SaaS)
Sell scheduling, CRM, and management tools directly to financial advisor business owners using our verified email list.
"Openmart's financial advisor database transformed our outreach. The direct owner emails let us reach advisors who actually make platform decisions."
— VP of Sales at AdvisorTech
Financial services
Offer business lending, merchant services, and insurance products to financial advisor owners using verified contact data.
"We used Openmart's financial advisor contacts to reach 150+ firms in one quarter. The verified emails were incredibly accurate."
— Director of Business Development at FinanceFirst
Marketing agencies
Provide local SEO, digital marketing, and lead generation to financial advisor owners using our verified email list.
"Openmart's financial advisor database is the best source for finding qualified leads. We closed 10 new clients in the first month."
— Agency Owner at GrowthLocal
B2B service providers
Offer equipment, supplies, and professional services to financial advisor owners through targeted outreach.
"The verified financial advisor database from Openmart helped us scale our custodial services to 200+ advisory firms nationwide."
— Founder at CustodialConnect
Frequently asked questions
Yes! Every new Openmart account includes a free trial with 100 credits to explore the verified financial advisor owner database before committing to a plan. Sign up for free →
There are approximately 70K+ financial advisors in the US. Openmart continuously adds new financial advisor owner contacts as new businesses open across all 50 states.
The financial advisor owner database is verified in real-time and maintains a 97% accuracy rate. Each financial advisor email address and phone number is checked for deliverability before it's included.
Yes. You can filter the financial advisor database by city, state, zip code, specialization, business size, or revenue range. Build hyper-targeted lists of financial advisor owner contacts in any US market.
Every record includes: owner or partner name, verified email address, direct phone number, job title, full business address, company website, employee count, estimated revenue, LinkedIn profiles, years in business, social media profiles, number of locations, business hours, and reviews & ratings.
The financial advisor database is refreshed weekly. New businesses are added, closed businesses are removed, and existing owner contacts are re-verified to ensure your email list stays accurate and deliverable.
Yes. Openmart lets you filter financial advisor leads by type — wealth management, retirement planning, tax planning, estate planning. You can also filter by location and business size to build the most targeted financial advisor owner contact list for your use case.
Sign up at app.openmart.com to access the full financial advisor database immediately. Search by location or category, unlock owner contacts with credits, and launch email sequences directly from the platform.
The database covers every major US city, including New York City, Los Angeles, Chicago, Houston, Dallas, Atlanta, Miami, Phoenix, Seattle, and San Diego. All 50 states are covered.
Explore other industry databases
Access verified owner contacts across multiple industries. Each database includes verified emails, phones, and 30+ enriched data points.
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100 free verified contacts
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