Financial Planners and Advisors Business Professionals Email List Email List

The Financial Planning and Advisors Business Professionals list reaches independent financial planners, registered investment advisors (RIA's), consultants, and independent broker-dealer affiliated advisors. They recommend, purchase, and trade investments for affluent clients with portfolios averaging $1.4 million per account. They work in institutions like banks, securities firms, brokerage houses, private practice, insurance firms, and investment houses. This audience has the purchasing power to buy products ranging from financial software to upscale office furnishings to grow the financial wealth of clients.

SEGMENTS COUNTS THROUGH 03/24/2025
27,585 TOTAL UNIVERSE / BASE RATE $265.00/M
 27,585 US EMAILS     $265.00/M
  TRANSMISSION     + $120.00/M
DESCRIPTION

The Financial Planning and Advisors Business Professionals list reaches independent financial planners, registered investment advisors (RIA's), consultants, and independent broker-dealer affiliated advisors. They recommend, purchase, and trade investments for affluent clients with portfolios averaging $1.4 million per account. They work in institutions like banks, securities firms, brokerage houses, private practice, insurance firms, and investment houses. This audience has the purchasing power to buy products ranging from financial software to upscale office furnishings to grow the financial wealth of clients.

ORDERING INSTRUCTIONS
POPULARITY: 98
MARKET: BUSINESS
CHANNELS: Email List  
SOURCE: DIRECT RESPONSE, MULTI SOURCED 
PRIVACY: OPT-OUT 
DMA?: YES - MEMBER
STATUS: PREFERRED PROVIDER
GEO: USA 
SELECTS
ASSET SIZE FOR FINANCIAL INSTITUTIONS   $20.00/M
GEOGRAPHY   $10.00/M
HTML SET UP FEE   $150.00/F
INCOME SOURCE   $20.00/M
JOB TITLES   $20.00/M
SUPPRESSION   $150.00/F
TRANSMISSION   $120.00/M
ADDRESSING
KEY CODING  $5.00/M
RELATED LISTS
ACCREDITED LICENSED PROFESSIONALS - FINANCIAL