your shortcut to verified financial advisors
Find Verified Financial Advisors' Email Lists in Seconds
Build a verified financial advisors email list for fintech and wealthtech, custodians, CRM, lead-gen, and compliance software teams selling into wealth management firms, RIAs, broker-dealers, banks, and independent practices. Pull real-time emails and direct dials from 852M+ contacts, and only pay for what's verified.
Megan Carlson
financial advisor · Edward Jones
Daniel Reyes
financial advisor · Morgan Stanley
Priya Shah
financial advisor · Fisher Investments
Anthony Okafor
financial advisor · Charles Schwab
Trusted by 25,000+ businesses worldwide
300K+
financial advisor contacts
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98%
Avg. verification rate
What you get
What's inside your financial advisors' email list
Every contact in your financial advisors email list ships with 30+ data points, including verified emails, direct dials, CFP, Series 7 and 65, and CRD number. Verified across 9 premium data sources.
| Name | Title | Company | Industry | Headcount | Revenue | Funding | ||
|---|---|---|---|---|---|---|---|---|
 Aaron Sandoval | Financial Advisor | Fisher Investments | Investment Advisory | 12,000 | $2B | Private | a.sandoval@fi.com | |
 Marcus Greene | Wealth Advisor | Creative Planning | Investment Advisory | 2,800 | $600M | PE-backed | m.greene@creativeplanning.com | |
 Lena Cho | Financial Advisor, CFP | Edelman Financial Engines | Investment Advisory | 3,000 | $1.4B | PE-backed | l.cho@edelmanfinancial.com | |
 Ravi Bhatt | Private Wealth Advisor | Mariner Wealth Advisors | Investment Advisory | 2,200 | $500M | PE-backed | r.bhatt@marinerwealthadvisors.com | |
 Sofia Delgado | Financial Advisor | Carson Group | Investment Advisory | 1,000 | $300M | PE-backed | s.delgado@carsongroup.com |
How it works
Get your financial advisor email list in three simple steps
Sign up free in 30 seconds
Create your account and grab up to 50 free credits. No card needed, verify the data quality before you commit.
Ask Sage in plain English
Type what you need and Sage, our AI, translates it into a precise search. Or layer 75+ filters yourself: industry, funding stage, headcount, hiring signals, tech stack, and more.
“Find independent financial advisors at RIAs with $100M+ AUM in California, plus CFP holders in the same metro”
Reveal verified financial advisor profiles
Verified emails, direct dials, and 30+ data fields per financial advisor, checked across 9 providers in real time. Only pay for verified results.
Build targeted financial advisor lists with smart filters
Whether you sell fintech and wealthtech, custodian, CRM, lead-gen, or compliance software, filter by RIAs, wirehouse advisors, independent advisors, and financial planners, plus AUM, certifications, and location to build a financial advisors email list that fits exactly what you're after.
Independent financial advisors at RIAs with $100M+ AUM in California
Filters used
Aaron Sandoval
Financial Advisor · Fisher Investments
Marcus Greene
Wealth Advisor · Creative Planning
Lena Cho
Financial Advisor, CFP · Edelman Financial Engines
Ravi Bhatt
Private Wealth Advisor · Mariner Wealth Advisors
Sofia Delgado
Financial Advisor · Carson Group
The honest pitch
Most financial advisor email lists are stale before you hit send.
Financial advisors change employers, break away to launch RIAs, and relocate constantly. That's why we verify every contact the moment you reveal it, so you're never working from an outdated record.
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From list to reply
Building the financial advisors email list is the easy part
Verified data gets you to the right inbox. Getting a reply from a financial advisor, people pitched by fintech reps and platform vendors all week, takes a little more. Three things move the needle.
Get Up to 50 Financial Advisor Emails FREE- MCVerified
Megan Carlson
financial advisor · Edward Jones
- DRVerified
Daniel Reyes
financial advisor · Morgan Stanley
- PSVerified
Priya Shah
financial advisor · Fisher Investments
- AOVerified
Anthony Okafor
financial advisor · Charles Schwab
↓ three things that actually move the needle
- 01
Time it to a trigger
A cold email on a quiet week gets archived. The same email lands when an advisor breaks away to launch an RIA, switches custodians, joins a new firm, or starts hiring junior advisors. Filter your financial advisors email list by these signals and reach out right after something changes.
- 02
Lead with their world, not your pitch
Advisors can spot a generic blast in one line. Use the firm type, AUM band, certification, and book of business on every record to write an opener that could only be for them. Speak to client retention, compliance load, and growth. One specific sentence beats a long pitch.
- 03
Don't rely on email alone
Advisors spend most of their day with clients, not in an inbox. Every record carries a verified direct dial and LinkedIn profile, not just an address. An advisor who skips your email may still take a call or accept a connection, so run all three from one sequence. Multi-channel outreach lifts reply rates.
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Customer reviews
Teams booking meetings with financial advisors
Real feedback from teams using Saleshandy to grow their pipeline.
92%
email verification rate
“We pulled 3,000 contacts for a campaign — 92% of emails verified on first try. The data accuracy is unreal. Nothing else we've used comes close.”
Thomas Foley
Founder · HighTouch
23%
higher accuracy vs Apollo
“We ran a side-by-side test vs Apollo and ZoomInfo. Saleshandy Lead Finder had 23% higher email accuracy and cost us a fraction of the price. Switched our entire team over.”
Gareth Hayter
Founder & CEO · Slyce Software Ltd
3%
bounce rate (down from 12%)
“Lead Finder gives me real-time verified emails — not stale data from 6 months ago. My team's bounce rate dropped from 12% to under 3%.”
Julia M.
Director of Sales · Small Business
1,713+ verified reviews across platforms
Financial Advisors email list FAQs
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