LeadTaro
Navigation
PrivacyTerms

List Of All financial advisor Leads in La Plata

This page lists 25 financial advisor in La Plata, each with an address, phone number, and rating where available. The highest-rated listing here is Later Life Retirement Planning at 5.0★; across the full list, ratings average close to 5.0★. The list was last updated on 10/8/2026 - browse below for full contact details and a link to each business.

25 results · last updated 10/8/2026

Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new financial advisor appear in La Plata.
CompanyAddressRatingPhoneEmailWebsiteSocial
Later Life Retirement PlanningFinancial Advisor
First Floor, The Later Life Planning Group, 3 Cliffe Park Way, Bruntcliffe Rd, Morley, Leeds LS27 0RYView on Google Maps
5.0(145)
********993View in Leads Searchin**@l***.co.ukView in Leads Searchwww.laterliferetirementplanning.co.uk/-
The Financial Planning Centre LtdFinancial planner
City Mills Business Centre, Peel Street, Morley Offices FF04/05, Leeds LS27 8QLView on Google Maps
5.0(39)
*****7*8660View in Leads Searchja***@t*****.netView in Leads Searchwww.thefpc.net/
LinkedInFacebook
Portal Financial Planning - Independent Financial AdvisersFinancial Advisor
heritage exchange, 70 Plover Rd, Lindley, Huddersfield HD3 3HRView on Google Maps
5.0(37)
***8**99*00View in Leads Search-www.portalfp.co.uk/-
LFP Consultants LtdFinancial planner
Legacy House, 407 Preston Rd, Clayton-le-Woods, Chorley PR6 7JAView on Google Maps
5.0(18)
**77*****33View in Leads Search-lfp.co.uk/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing
LinkedInFacebook
Phoenix Financial Planning LtdFinancial Advisor
16 Market Pl, Howden, Goole DN14 7BLView on Google Maps
5.0(15)
******6**46View in Leads Searchin**@p********.co.ukView in Leads Searchphoenixfinancialplanning.co.uk/
InstagramFacebook
Lairgate FinancialFinancial planner
Rooms 5 & 6, The Hall, Lairgate, Beverley HU17 8HLView on Google Maps
5.0(9)
***8*86*700View in Leads Searchin**@l****************.co.ukView in Leads Searchlairgatefinancial.co.uk/
LinkedInFacebookX (Twitter)
Life IFAFinancial planner
34 Jervis Rd, Bishop's Stortford CM23 3TTView on Google Maps
5.0(6)
****6*8*725View in Leads Searchin**@l******.comView in Leads Searchwww.lifeifa.com/
LinkedInInstagramFacebook
Premium Financial Planning ServicesFinancial Advisor
37 Cromwell Rd, Hedon, Hull HU12 8GFView on Google Maps
5.0(3)
***8***9*61View in Leads Searchof****@p*********.comView in Leads Searchwww.premiumfinancialplanning.co.uk/
Facebook
FinliFinancial planner
Unit 5 Westgate Court SilkWood Park Ossett, Wakefield, Ossett WF5 9TTView on Google Maps
5.0(3)
**9******41View in Leads Searchen*******@f****.co.ukView in Leads Searchfinli.co.uk/office/wakefield
LinkedInInstagramFacebook
Wealth Management Partners, LLCFinancial planner
101 Centennial St Ste D, La Plata, MD 20646, United StatesView on Google Maps
5.0(2)
+****88**955View in Leads Searchjr*****@w***********************.bizView in Leads Searchwww.wealthmanagementpartners.biz/
InstagramFacebook
Edward Jones - Financial Advisor: Keven W KlingFinancial Advisor
204 Washington Ave Suite 100A, La Plata, MD 20646, United StatesView on Google Maps
5.0(2)
+*********91View in Leads Searchke*********@e**********.comView in Leads Searchwww.edwardjones.com/us-en/financial-advisor/keven-kling?y_source=1_OTM0MTYwMC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
LinkedInX (Twitter)
La Plata OfficeFinancial planner
305 Centennial St, La Plata, MD 20646, United StatesView on Google Maps
5.0(1)
+******9**32View in Leads Searchra***@l*****************.comView in Leads Searchwww.lakesfinancialserv.com/contact-
LH Financial Planning LTDFinancial advisor
The Old Cottage, Leicester Rd, Ashby-de-la-Zouch LE65 1DBView on Google Maps
5.0(1)
*********11View in Leads Search-lhfp.co.uk/-
Edward Jones - Financial Advisor: Mark G Walker, ChFC®|RICP®|AAMS®Financial Advisor
9375 Chesapeake St Suite 107, La Plata, MD 20646, United StatesView on Google Maps
5.0(1)
+****9****07View in Leads Searchma*********@e**********.comView in Leads Searchwww.edwardjones.com/us-en/financial-advisor/mark-walker?y_source=1_OTYzMDc2LTcxNS1sb2NhdGlvbi53ZWJzaXRl
LinkedInX (Twitter)
The Rosenfield Group - Morgan StanleyFinancial Advisor
107 Centennial St #102a, La Plata, MD 20646, United StatesView on Google Maps
5.0(1)
+****6**9*04View in Leads Search-advisor.morganstanley.com/the-rosenfield-group?y_source=1_MTA4MjY3OTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D-
Lakes Investment Solutions GroupFinancial Advisor
305 Centennial St Ste C, La Plata, MD 20646, United StatesView on Google Maps
-+******9**19View in Leads Searchra***@l*****************.comView in Leads Searchlakesfinancialserv.com/-
Josiah Wolf - Associate Financial Advisor, Ameriprise Financial Services, LLCFinancial planner
101 Charles St #106, La Plata, MD 20646, United StatesView on Google Maps
-+****9**9*19View in Leads Search-www.ameripriseadvisors.com/Josiah.Wolf/?cid=IP_local_google-
J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial planner
403 Charles St Ste 1A, La Plata, MD 20646, United StatesView on Google Maps
-+****9****20View in Leads Search-www.ameripriseadvisors.com/james.w.thomas/contact?cid=IP_local_google-
Edward Jones - Financial Advisor: Shaun E KlineFinancial Advisor
9375 Chesapeake St Suite 107, La Plata, MD 20646, United StatesView on Google Maps
-+*****97**08View in Leads Searchsh*********@e**********.comView in Leads Searchwww.edwardjones.com/us-en/financial-advisor/shaun-kline?y_source=1_MTA0OTc2MTc1MC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
LinkedInFacebookX (Twitter)
Morgan Stanley Financial AdvisorsFinancial Advisor
107 Centennial St #102a, La Plata, MD 20646, United StatesView on Google Maps
-+****6**9*04View in Leads Search-advisor.morganstanley.com/la-plata-branch?y_source=1_MjM2MTc2NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
Parker Financial, LLCFinancial planner
9300 Endowment Pl, La Plata, MD 20646, United StatesView on Google Maps
-+****7**7*53View in Leads Searchcp*****@p*********.comView in Leads Searchwww.pfadvisers.com/
LinkedInFacebook
David Lohff - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial planner
101 Charles St Ste 106, La Plata, MD 20646, United StatesView on Google Maps
-+****9**9*19View in Leads Search-www.ameripriseadvisors.com/David.C.Lohff/?cid=IP_local_google-
Connor Graham - Ameriprise Financial Services, LLCFinancial planner
109 St Marys Ave Ste 101, La Plata, MD 20646, United StatesView on Google Maps
-+****9**9*29View in Leads Search-www.ameripriseadvisors.com/Connor.Graham/?cid=IP_local_google-
The Vaughan Group - Morgan StanleyFinancial Advisor
107 Centennial St #102a, La Plata, MD 20646, United StatesView on Google Maps
-+****6**9*04View in Leads Search-advisor.morganstanley.com/the-vaughan-group?y_source=1_MTA4MjgxNjYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D-
CenterLight Strategic Wealth - Ameriprise Financial Services, LLCFinancial planner
101 Charles St Ste 106, La Plata, MD 20646, United StatesView on Google Maps
-+****9**9*19View in Leads Search-www.ameripriseadvisors.com/team/centerlight-strategic-wealth/?cid=IP_local_google-

Keep reading

Guides and playbooks on lead generation, cold outreach and prospecting.

Join 600+ businesses finding leads daily

Start finding leads today.

Join businesses using LeadTaro to discover, save, and reach their ideal customers worldwide.

600+
Active users
50K+
Leads found
4.9★
User rating
Trusted by 600+ businesses worldwide