Financial Advisor Email Database

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April 10, 2025

by a searcher from Drexel University in New York, NY, USA

Has anyone put together or has seen a database of financial advisors with their contact information? We are looking for additional outreach streams beyond traditional brokers.

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commentor profile
Reply by a professional
in Omaha, NE, USA
Thanks ^redacted‌.

^redacted‌, We’d be happy to help with your request. I recommend starting by searching NAICS codes###-###-#### Financial Advisory Services) and###-###-#### Independent Financial Advisors) using the Data Axle Companies list-building tool within Searchfunder (you’ll find it at the top of the screen or in the left-hand menu). If you’d prefer, feel free to reach out to me directly, we can review your specific needs together. I can provide a tailored list from our database and, if you're interested, we also offer support for marketing execution across direct mail, email, and digital campaigns. Looking forward to helping however I can!
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Reply by a searcher
from Hobart and William Smith Colleges in Cohasset, MA, USA
Thanks for the tag, redacted I utilized a Forbes list of "Best in State Financial Advisors" and leveraged a cost-effective VA from Upwork. I provided the list and gave them simple instructions. Turnaround was within a few days for 200+ contacts

Focus: Wealth Advisors / Financial Advisors (LOCATED IN [Insert State/Region}) Focus on Partners or Senior Level individuals (10+ years in the business) Let's build the list to 200 contacts, and then we can assess the next steps.
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