Email lists / Financial advisor email list

Build your own financial advisor email list from 79,159 verified US contacts.

Emailchaser's Lead Finder holds 79,159 US contacts with a financial advisor job title with a verified work email (live count, 3 November 2026). Searching is free. Each person you add uses 1 lead credit, every plan includes at least 1,500 credits a month, and you send the campaign from the same account.

Start my free trial$0 today. 7-day free trial with 500 lead credits.
Lead Finder · Search database

Filters

Job titleFinancial Advisor ×Financial Adviser ×
LocationUnited States ×
SeniorityAny
Company sizeAny
≈ 79,159 people matchCounting is free. You pay 1 credit for each person you add.
Add to campaign
PersonFirmLocation
B••• N.Financial AdvisorExample Wealth Partners11-50 employeesCharlotte, NC
C••• R.Senior Financial AdvisorExample Retirement Planning1-10 employeesScottsdale, AZ
L••• P.Financial Advisor, PartnerExample Advisory Group11-50 employeesMinneapolis, MN
H••• K.Financial AdvisorExample Family Wealth51-200 employeesBoston, MA
V••• T.Associate Financial AdvisorExample Investment Services201-500 employeesOmaha, NE

Example rows, invented for this page; the count is real. Lead Finder shows a first name and last initial until you add someone.

Here is how many financial advisors you can reach in five of the largest US states.

Every number is a live Lead Finder count of contacts with a financial advisor job title whose work email has a verified status. Pick one state, a few cities or the whole country before you add anyone.

Financial advisor contacts with a verified work email, by state

Lead Finder live counts, 3 November 2026

StateContacts
California5,940
New York5,512
Texas4,726
Florida4,518
Illinois2,758
United States79,159

Source: Emailchaser Lead Finder audience counts, job titles "Financial Advisor" and "Financial Adviser", verified work email only, read 3 November 2026.

Every contact you add comes with a verified work email and nine more fields.

Lead Finder only returns people whose work address has a verified status, and Emailchaser checks each address again as you add it.

  • Verified work email
  • First and last name
  • Job title
  • Seniority, such as owner or partner
  • LinkedIn profile
  • Firm name
  • Firm website
  • Firm size, in employee bands
  • Industry
  • City, state and country

Lead Finder lists work emails, not phone numbers.

BN
Example contact
Financial Advisor at Example Wealth Partners
Work email
b•••@example.com  Verified
Seniority
Partner
Firm
Example Wealth Partners
Website
example.com
Firm size
11-50 employees
Industry
Financial Services
Location
Charlotte, North Carolina, United States
LinkedIn
linkedin.com/in/••••••

Example record. The person and the firm are invented.

Building your own financial advisor list costs 2.3 to 3.6 cents a contact, and the same plan sends the emails.

A prebuilt file is a one-time download that starts going stale the day you buy it. In Lead Finder you choose exactly which financial advisors go in, add more whenever you need them, and the plan that pays for the credits also sends the emails.

Way to get the listWhat you payCost per contact
Emailchaser Pro$97 a month with 5,000 lead credits and 125,000 emails a month included2.3 cents
Emailchaser Starter$47 a month with 1,500 lead credits and 5,000 emails a month included3.5 cents
Emailchaser extra credits$33 per 1,000 credits, or $20 per 1,000 when you buy 5,000 or more; bought credits never expire2.3 to 3.6 cents

Sources: Emailchaser plans and credit prices from emailchaser.com/pricing, read 17 October 2026 (1 lead credit adds 1 person; plan credits refresh monthly). Each Emailchaser cost includes checking the address at most twice, $0.0034, which is on by default. Cost per contact is the price divided by the contacts it buys.

Three steps take you from a financial advisor search to a sent campaign.

Everything happens in one account, so there is no file to download, clean and upload somewhere else.

1. Search

Lead Finder filters

Job title: Financial AdvisorState: California
≈ 5,940
people match. Counting costs nothing.

Filter by industry, state or city, seniority, company size and more, and see the count before you spend a credit.

2. Add

Add to campaign

People to add500
CampaignFinancial advisors, client reviews
Lead credits used500
Already in your accountFree

Pick how many to add. People already in your workspace cost nothing, and an address that fails the check uses no credit.

3. Send

Step 1 of 3 · Example email

Client review notes at {{company}}

Hi {{first_name}}, our tool turns a client review call into notes, follow-up tasks and a summary email in a few minutes, so you stop typing them up after hours. Want to try it on your next review?

Write a short sequence with follow-ups, and Emailchaser sends it from your own mailboxes on a schedule.

Example campaign and email, invented for this page. The count is real.

Planning software vendors, marketing agencies and compliance providers use financial advisor lists to reach advisors who run their own practice.

Many advisors own or co-own a small practice, or work as independent advisors who rent their systems from a larger broker-dealer or custodian. An independent advisor picks their own planning software, website and marketing, while an advisor at a bank or a large brokerage usually cannot buy anything without head office approval. Filter by company size 1-10 to find independent practices, and by seniority "owner" or "partner" for the person who signs.

Financial planning and portfolio softwarePlans, risk profiles, rebalancing and performance reports.
Client meeting and document toolsScheduling, call notes, e-signature and secure file sharing.
Marketing agencies built for advisorsWebsites, newsletters and seminar invitations that stay inside advisor advertising rules.
Compliance and email archiving providersRecords and reviews of client email and social posts.
Insurance, annuity and lending partnersProducts an advisor places for clients who need cover or a loan.
Practice brokers and acquirersBuyers and succession matches for advisors nearing retirement.

These are the questions people ask about financial advisor email lists.

How many financial advisors can I reach with Emailchaser?

Lead Finder holds 79,159 US contacts with a financial advisor job title with a verified work email, from a live count on 3 November 2026. The count changes as people change jobs, so the number you see in Lead Finder on the day you search is the one that counts.

Can I filter financial advisors by state, city or company size?

Yes. Lead Finder filters by country, state and city, by seniority (for example owner, partner or director), by company size from 1-10 employees up to 10,001+, and by job title, revenue and the technology a company uses. Combine them freely, and the count updates before you spend anything.

How much does a financial advisor email list cost on Emailchaser?

Searching and counting are free. Each person you add uses 1 lead credit. Plans include 1,500 credits a month on Starter ($47), 5,000 on Pro ($97) and 10,000 on Max ($358), and extra credits cost $33 per 1,000, or $20 per 1,000 when you buy 5,000 or more. Checking each address is billed apart from credits, at $0.0017 a check. The 7-day free trial includes 500 lead credits.

Does this list include wealth managers and financial planners?

Only when the job title contains the words financial advisor or financial adviser. A title such as "Wealth Manager" or "Certified Financial Planner" is not in the count, so add those as job titles in Lead Finder if you sell to them.

Can I keep the list to independent advisors and leave out advisors at big banks?

Yes, mostly. Filter by company size 1-10 or 11-50 in Lead Finder to keep small practices, and by seniority "owner" or "partner" to keep the people who run them. A small office that belongs to a large network can still slip in, so check a few rows before you send.

Are the emails verified?

Lead Finder only returns people whose work email has a verified status. When you add them, Emailchaser checks each address again (on by default, $0.0017 a check, one or two checks an address), and an address that fails is dropped without using a credit.

Is it legal to send cold email to financial advisors?

In the United States, the CAN-SPAM Act allows commercial email to business addresses when you identify yourself honestly, use an accurate subject line, include a postal address and honour every opt-out. Rules are stricter in some other countries, such as under GDPR in Europe.

Here are the other industry and profession email lists you can build in Lead Finder.

US contacts with a verified work email, Lead Finder live counts, 17 October 2026 to 3 November 2026. See every industry list

Find your first 500 financial advisors during your free trial.

The 7-day trial includes 500 lead credits and everything you need to send the campaign.