LeadQuasar lists 1,310 retirement planning contacts. 86% include a person's name, 96% have a phone number, and 403 (31%) have an email address. This is a list of people at retirement planning practices, not consumers looking for a planner. If you sell to advisors, it is a small, named list you can work carefully, mostly by phone.
Be clear about which "leads" these are
"Retirement planning leads" means two different things online. Advisors use it to mean pre-retirees who might become clients. This list is the other kind: the retirement planning businesses and the people who run them.
That makes it useful for anyone who sells to advisory practices:
- Marketing agencies, seminar organisers and content services for advisors
- CRM, planning and portfolio software
- Practice consultants, succession planners and M&A advisors
- Insurance and annuity wholesalers
- Referral partners such as CPAs and estate planning attorneys
If you want consumers, this is not that data: LeadQuasar is a B2B database.
How a retirement planning practice buys
Many retirement planning practices are small, built around one or two advisors who own the client relationships. The advisor-owner makes most purchasing decisions, sometimes with an operations or office manager who handles the systems.
Two things make them different from a typical small business:
They answer to compliance. Many advisors work under a broker-dealer or a registered investment adviser, and marketing materials, communication tools and some vendors need approval above them. Ask early whether your product needs sign-off and who gives it. A yes from the advisor can stall for weeks if you did not know that step existed.
They buy on trust. An advisor's business is relationships built over years. They are wary of anything that could embarrass them in front of a client. Specific references from other practices, a clear explanation of what you do with client data, and no pressure will get further than urgency.
The states and cities that hold the retirement planning list
The list covers 38 states. The largest:
| State | Contacts | With email | With phone |
|---|---|---|---|
| Florida | 186 | 89 | 184 |
| Illinois | 172 | 22 | 169 |
| Texas | 167 | 32 | 154 |
| California | 124 | 26 | 113 |
| Massachusetts | 78 | 48 | 77 |
| North Carolina | 78 | 8 | 77 |
Arizona has 68, Pennsylvania 62, Ohio 60, Connecticut 54 and Virginia 48.
Email coverage varies a lot by state. Florida has 89 emails from 186 contacts and Massachusetts 48 from 78, so both suit a short email sequence. Illinois and North Carolina are almost entirely phone lists.
By city, Chicago accounts for 165 of Illinois's 172 contacts. Charlotte has 77, Phoenix 63, San Francisco 61, Dallas 59, Columbus 46 and San Diego 45.
At 1,310 contacts this is a small list. Treat it as a set of named practices to work one by one, not a mass campaign.
Research each practice first
73% of records include a website, and an advisor's website says a lot:
- Who they serve. Retirees, business owners, public employees, medical professionals, a religious community. The niche shapes what they need.
- How they find clients. Seminars, a radio show, a podcast, workshops at the library. Each tells you what kind of marketing help they already pay for.
- Their affiliation. Disclosures at the bottom of the page usually name the broker-dealer or advisory firm. That tells you whose approval your product may need.
- Team size. A team page shows whether you are talking to the only advisor or one of several.
Reaching advisors
- Call during market hours, but not at the open. Mid-morning and early afternoon are usually better than the first hour of trading or late afternoon.
- Use the name. 86% of records carry one. Ask for the advisor directly.
- Lead with their clients. "Helping you keep retirees informed through a volatile quarter" lands better than a feature list.
- Expect a slow cycle. Advisors rarely switch tools on a first call. Offer something useful, like a sample or a short case study, and follow up.
When you email, keep it short and professional, and expect it may be read by compliance. Follow CAN-SPAM and any state rules that apply. The cold email guide covers structure.
Related lists
If you need more advisory practices, LeadQuasar has neighbouring industries: financial advisors, financial planners and wealth management. Retirement specialists may be listed under any of them, so check all three.
Turning retirement planning records into calls
- Browse retirement planning leads by state. Search and filtering are free.
- Check the tier first: 399 records are CONNECTED, 868 STANDARD and 43 LEAN.
- Unlock a state. A free account covers 50 contacts a day with no card, enough for most states on this list in a day or two.
- Read each website, then call or email depending on what the record has.
- If you combine this with the neighbouring advisor lists, go unlimited for $3.99/month and export to CSV.
Frequently asked questions
How many retirement planning contacts does LeadQuasar have?
1,310 contacts across 38 states. 1,130 include a name, 1,263 have a phone number and 403 have an email address.
Are these consumers who want retirement planning?
No. These are contacts at retirement planning businesses. They are for companies that sell products and services to advisors, not for advisors seeking clients.
Which state has the most retirement planning contacts with email?
Florida, with 89 emails from 186 contacts. Massachusetts is next with 48 from 78.
Do I need compliance approval to sell to advisors?
That depends on what you sell and on the advisor's firm, and we cannot advise on it. Ask the advisor early whether your product needs sign-off from their broker-dealer or advisory firm.
Browse retirement planning leads free, then create a free account to unlock 50 contacts a day with no card.