Datacircle

Financial advisor email list: 6,809 US financial advisors, free to download

6,809 U.S. financial advisors in Datacircle's free 10M+ U.S. dataset have an email or a mobile phone: 4,170 with an email, 4,836 with a mobile, 2,197 with both. They work at companies of 11 to 500 employees, by the current job title on their LinkedIn profile, in our October 2026 release.

One download, free with a work email; the list is one query on it. Below, the financial advisors counted by state, industry and company size, with their titles as written. People are counted here, never named.

Download the financial advisor email list

Sign up with your work email: the 10M+ U.S. dataset is on your dashboard, one zip of two Parquet files. Unzip it into a folder named us_10m, then run this in Python (pip install duckdb). It writes the 6,809 financial advisors with an email or a mobile to a CSV, each with their company, its website, industry and size, and their LinkedIn URL:

import duckdb

duckdb.sql(r"""
  copy (
    select p.FULL_NAME, p.CURRENT_JOB_TITLE, c.NAME as COMPANY, c.URL as WEBSITE, c.LINKEDIN_INDUSTRY as INDUSTRY,
           c.EMPLOYEE_COUNT_RANGE as EMPLOYEES, p.EMAIL, p.MOBILE_PHONE, p.CITY, p.STATE_CODE, p.LINKEDIN_URL
    from 'us_10m/us_smb_mid_market_persons.parquet' p
    join 'us_10m/us_smb_mid_market_companies.parquet' c on c.LINKEDIN_ID = p.CURRENT_JOB_COMPANY_LINKEDIN_ID
    where regexp_matches(p.CURRENT_JOB_TITLE, '\bfinancial (advisor|adviser|planner)\b', 'i')
      and (p.EMAIL is not null or p.MOBILE_PHONE is not null)
  ) to 'us_financial_advisors.csv'
""")

The pattern takes a title as written on LinkedIn, in any letter case. To cut it by state, add and p.STATE_CODE = 'CA'; by size, and c.EMPLOYEE_COUNT_RANGE = '11-50'. Every column of the file and its fill rate: the free US B2B leads dataset.

Their titles, as written on LinkedIn

The titles the most financial advisors of the list hold, word for word. Titles held by fewer than 10 people aren't shown.

The most common titles of the financial advisors with an email or a mobile, October 2026
TitlePeople
Financial Advisor3,752
Financial Planner606
Senior Financial Advisor222
Associate Financial Advisor165
Certified Financial Planner133
Senior Financial Planner90
Associate Financial Planner64
Independent Financial Advisor61
Financial Adviser51
Lpl Financial Advisor44

US financial advisors by state

By the state on their LinkedIn profile. California holds 9.9% of them, New York 7.0%.

US financial advisors with an email or a mobile by state, October 2026
StateWith an email or a mobileShare
California6749.9%
New York4767.0%
Florida4736.9%
Texas4606.8%
Pennsylvania4516.6%
Ohio3154.6%
Michigan2463.6%
Illinois2263.3%
Indiana2133.1%
Massachusetts2073.0%
Minnesota1922.8%
Virginia1842.7%
North Carolina1782.6%
Georgia1752.6%
New Jersey1742.6%
Tennessee1732.5%
Missouri1472.2%
Arizona1462.1%
Wisconsin1392.0%
Washington1352.0%
Maryland1332.0%
Colorado1281.9%
Connecticut1121.6%
Kansas1111.6%
Utah951.4%
South Carolina861.3%
Oregon701.0%
Kentucky661.0%
Nebraska620.9%
Iowa590.9%
New Hampshire440.6%
Nevada410.6%
District of Columbia400.6%
Louisiana380.6%
Oklahoma380.6%
Arkansas370.5%
Alabama340.5%
Delaware310.5%
Rhode Island280.4%
Maine230.3%
Idaho210.3%
Mississippi190.3%
New Mexico180.3%
Hawaii160.2%
Montana140.2%
North Dakota140.2%
West Virginia140.2%
Vermont120.2%
Wyoming80.1%
South Dakota70.1%
Alaska60.1%

US financial advisors by industry

By their company's industry on LinkedIn, the 10 largest. Financial Services comes first, with 85.3% of them.

US financial advisors with an email or a mobile by their company's industry, October 2026
IndustryWith an email or a mobile
Financial Services5,811
Investment Management437
Banking97
Insurance90
Accounting40
Investment Banking23
Business Consulting and Services22
Real Estate16
Advertising Services11
Hospitals and Health Care11

US financial advisors by company size

By the employee range on their company's LinkedIn page. The free file holds companies of 11 to 500 employees. The 50M+ dataset holds every size: 69,891 financial advisors, 32,397 with an email and 34,234 with a mobile. It unlocks once 3 people you invited sign up.

US financial advisors with an email or a mobile by company size, October 2026
EmployeesWith an email or a mobileShare
11-502,99744.0%
51-2002,32834.2%
201-5001,48421.8%

How recent the emails are

Each email in the file comes with EMAIL_VALIDATED_AT, the date it was last verified: 4,163 of the 4,170 emails of these financial advisors (99.8%) were last verified on or after August 1, 2026. A person's job as it is today, their title and company, is the LinkedIn profile behind their URL: the LinkedIn profile API, $1.25 per 1,000 through Up2Data.

Other job titles

Questions

How many financial advisors are in Datacircle's free file?

10,573 people in the free 10M+ US dataset (October 2026) have a current job title of financial advisor, by the title on their LinkedIn profile. 6,809 of them have an email or a mobile phone: 4,170 an email, 4,836 a mobile, 2,197 both.

Can I download a financial advisor email list for free?

Yes. Sign up at datacircle.dev with your work email and download the free 10M+ US dataset from your dashboard: one zip with the people and the companies they work at. The financial advisors are one query on it, printed on this page, which writes them to a CSV with their company, email, mobile phone and LinkedIn URL.

Which state has the most financial advisors?

California, with 674 of the 6,809 who have an email or a mobile (9.9%), then New York (476) and Florida (473). The state is the one on their LinkedIn profile.

How recent are the emails?

Each email comes with EMAIL_VALIDATED_AT, the date it was last verified. 4,163 of the 4,170 emails of these financial advisors (99.8%) were last verified on or after August 1, 2026.

Does it cover companies of every size?

The free file holds people at companies of 11 to 500 employees. Every size is in the 50M+ US dataset: 69,891 financial advisors, 48,154 with an email or a mobile. It unlocks once 3 people you invited sign up.

Sign up at datacircle.dev with your work email: a $5 credit, that's 4,000 LinkedIn profiles at $1.25 per 1,000. Free: 10M+ U.S. B2B leads, as a flat file. Download it at datacircle.dev.

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