Financial advisors and lenders · Texas

Financial advisors and lenders in Addison, TX

139 financial advisors in Addison with phone numbers, 56 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Addison list freeSee a sample
139
businesses
100%
have a phone number
40%
have an email address (56)
—
average Google rating
Sample

A sample of financial advisors and lenders in Addison

Twelve of the 139 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Mile27 RealtyReal Estate Agency; Financial Service; Legal Service—Yes(855) •••-••••Available
Price KubeckaFinancial Service; Legal Service—Yes(972) •••-••••Available
Petra Lending GroupLoans Agency—Yes(214) •••-••••Available
Preservation of Wealth USAFinancial Planner—Yes(972) •••-••••Available
Holly M. Nicholas CPAFinancial Service; Legal Service—Yes(972) •••-••••Available
Stoneway FinancialFinancial Planner—Yes(866) •••-••••Available
Ryan Perrenoud at CrossCountry MortgageFinancial Service—Yes(661) •••-••••Available
John Punch - Preferred RateFinancial Service; Legal Service—Yes(214) •••-••••Available
RCO & Associates LLCFinancial Service; Legal Service—Yes(972) •••-••••Available
Income By DesignFinancial Service; Legal Service—Yes(469) •••-••••Available
Weaver Injury Law FirmFinancial Service; Legal Service—Yes(972) •••-••••Available
Snow Financial GroupFinancial Service; Legal Service—Yes(469) •••-••••Available

Showing 12 of 139. Data refreshed October 2026.

The market

What Addison's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 139 have no rating yet — prime prospects for review and reputation services.
15 (11%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service46
  • Financial Planner34
  • Loans Agency26
  • Financial Service6
  • Insurance Agency; Financial Service; Legal Service5
  • Financial Service; Legal Service; Business Service5

Area codes

  • (972)66
  • (214)36
  • (469)18
  • (800)3
  • (817)3
  • (855)2
Playbook

How to sell to financial advisors in Addison

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.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Addison financial advisors leads

How many financial advisors and lenders in Addison, TX are in the database?
139 financial advisors and lenders in Addison, TX, as of October 2026. 139 of them have a phone number and 56 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Addison list of 139 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

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Start calling Addison financial advisors today

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