Lead directory · Financial advisors and lenders

Financial advisors and lenders leads in Canada and the US

260,000+ financial advisors with phone numbers, 84,000+ with email addresses, across 12,000+ cities. Filter by city, see ratings, and unlock the ones worth calling.

Search financial advisors freeBrowse by city
260,000+
businesses
100%
have a phone number
32%
have an email address (84,000+)
4.4★
average Google rating
12,000+
cities covered
Playbook

Selling to financial advisors

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
By city

Financial advisors and lenders by city

CityBusinessesWith emailAvg rating
New York, NY3,500+909—
Houston, TX3,100+9354.8★
Chicago, IL2,600+774—
Dallas, TX2,000+575—
Los Angeles, CA1,900+495—
Atlanta, GA1,700+4673.7★
San Diego, CA1,700+496—
Las Vegas, NV1,500+493—
Miami, FL1,400+4574.7★
Austin, TX1,400+501—
San Antonio, TX1,300+472—
Tampa, FL1,300+377—
Phoenix, AZ1,200+377—
Charlotte, NC1,200+347—
Denver, CO1,100+3464.1★
San Francisco, CA1,100+322—
Scottsdale, AZ1,000+339—
Irvine, CA982254—
Boston, MA965278—
Orlando, FL911301—
St Louis, MO906313—
Cincinnati, OH900232—
Seattle, WA8742784.4★
Boca Raton, FL850215—
Jacksonville, FL843243—
Indianapolis, IN823257—
Philadelphia, PA818261—
Raleigh, NC807241—
Portland, OR802246—
Minneapolis, MN768217—
Fort Lauderdale, FL750216—
Pittsburgh, PA733258—
Columbus, OH727234—
Fort Worth, TX701252—
Colorado Springs, CO701257—
Nashville, TN696204—
San Jose, CA696196—
Sacramento, CA689210—
Brooklyn, NY687207—
Tucson, AZ655206—
Louisville, KY648206—
Tulsa, OK619150—
Oklahoma City, OK606201—
Newport Beach, CA605153—
Washington, DC583171—
Albuquerque, NM582174—
Plano, TX562138—
Memphis, TN548160—
Honolulu, HI537148—
Knoxville, TN514154—
Sarasota, FL502148—
Baltimore, MD497127—
Baton Rouge, LA487171—
Naples, FL485132—
El Paso, TX481152—
Grand Rapids, MI478128—
Milwaukee, WI475121—
Bellevue, WA473132—
Reno, NV469149—
Vancouver, WA462156—
Mesa, AZ454158—
Overland Park, KS454153—
Kansas City, MO439134—
Fort Myers, FL439157—
Alpharetta, GA42981—
Virginia Beach, VA418121—
Birmingham, AL418140—
Richmond, VA417120—
Fresno, CA415142—
Pasadena, CA413104—
Saint Petersburg, FL412131—
Santa Ana, CA410113—
West Palm Beach, FL410124—
Columbia, SC409127—
Cleveland, OH405118—
Greenville, SC399120—
Marietta, GA398123—
Salt Lake City, UT397132—
Greensboro, NC394115—
Beverly Hills, CA39086—
Roseville, CA386116—
Walnut Creek, CA38494—
Wilmington, DE381100—
New Orleans, LA378109—
Henderson, NV37590—
Rochester, NY372110—
Lexington, KY370129—
Spokane, WA359116—
Troy, MI35985—
Saint Paul, MN35799—
Chattanooga, TN357100—
Melville, NY34985—
Riverside, CA346110—
Little Rock, AR344114—
Clearwater, FL338108—
Wilmington, NC322100—
Greenwood Village, CO32088—
Omaha, NE319111—
Tallahassee, FL31888—
Fort Collins, CO314105—
Fort Wayne, IN312111—
Madison, WI31094—
Springfield, MO309103—
Long Beach, CA30584—
Wichita, KS30578—
Carlsbad, CA30190—
Glendale, CA30099—
Bakersfield, CA29993—
Arlington, TX29992—
Boise, ID29886—
Fairfax, VA298100—
Oakland, CA29486—
Tempe, AZ29388—
Rockville, MD29296—
Boulder, CO29083—
Woodland Hills, CA28990—
Chandler, AZ28674—
Coral Gables, FL284734.1★
Anaheim, CA282100—
Torrance, CA28068—
Tacoma, WA27981—
Stamford, CT27961—
Lafayette, LA27782—
Brentwood, TN27692—
Lake Oswego, OR27685—
Naperville, IL27499—
Detroit, MI27254—
Lincoln, NE270100—
Huntington Beach, CA267102—
Santa Rosa, CA26596—
Franklin, TN26580—
Chesterfield, MO26579—
Costa Mesa, CA26476—
Irving, TX26383—
Bronx, NY26270—
Dayton, OH26186—
Ann Arbor, MI26194—
Metairie, LA25985—
Bethesda, MD25969—
Anchorage, AK25795—
Annapolis, MD25789—
Mobile, AL25484—
Frisco, TX25494—
Greenwich, CT25250—
Gilbert, AZ25169—
Charleston, SC24885—
Durham, NC24779—
Huntsville, AL24770—
Toledo, OH24764—
Orange, CA24788—

By province and state

California 33,000+Texas 21,000+Florida 20,000+New York 13,000+Illinois 12,000+Pennsylvania 9,400+Ohio 8,800+Georgia 8,800+New Jersey 7,600+Michigan 7,500+North Carolina 7,400+Washington 6,300+Colorado 6,000+Massachusetts 5,900+Arizona 5,800+Minnesota 5,700+Virginia 5,600+Missouri 5,400+Tennessee 5,100+Wisconsin 4,900+
Sample

A sample of financial advisors and lenders

BusinessCityRatingWebsitePhoneEmail
Lindsey Masch - Gateway MortgageMidland, TX—Yes(432) •••-••••Available
American Mortgage Investment PartnersSeal Beach, CA—Yes(562) •••-••••Available
McGehee Capital ManagementLittle Rock, AR—Yes(501) •••-••••Available
My Merchant SolutionsBritton, MI—Yes(248) •••-••••Available
Rlr ConsultantsEnglewood Cliffs, NJ—Yes(201) •••-••••Available
FiSol DVOPhoenix, AZ—Yes(888) •••-••••Available
MultiQuote Business InsuranceOklahoma City, OK—Yes(888) •••-••••Available
Emg & AssociatesRiverside, CA—Yes(951) •••-••••Available
Edward Jones - Financial Advisor: Brandon R RobertsEmory, TX—Yes(903) •••-••••Available
Smith Auctioneer's AuctioneerBrogue, PA—Yes(717) •••-••••Available

Showing 10 of 260,000+. Data refreshed October 2026.

FAQ

Questions about financial advisors leads

How many financial advisors and lenders are in the database?
260,000+ across 12,000+ cities in Canada and the United States, as of October 2026. 84,000+ have an email address and 260,000+ have a phone number.
Can I filter financial advisors by city or province?
Yes. Type something like "financial advisors in New York" into the search box, or use the filters for trade, province/state and city.
What does each lead include?
Business name, phone number, email (when published), website, full address, Google rating, category and social links where available.
How much do financial advisors leads cost?
25 credits free to start. After that, 1 credit per contact — about 1.6¢ on the Starter plan ($39 for 2,500 credits). See pricing.

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