Financial advisors and lenders · Texas

Financial advisors and lenders in Allen, TX

96 financial advisors in Allen with phone numbers, 23 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Allen list freeSee a sample
96
businesses
100%
have a phone number
24%
have an email address (23)
—
average Google rating
Sample

A sample of financial advisors and lenders in Allen

Twelve of the 96 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Foundation Wealth PartnersFinancial Service; Legal Service—Yes(972) •••-••••Available
FincloreFinancial Service; Accounting and Bookkeeping Service—Yes(469) •••-••••Available
Financial Fitness & Insurance ServicesFinancial Service; Legal Service—Yes(877) •••-••••Available
Brightway Insurance, The O'Donnell AgencyFinancial Service; Legal Service; Insurance Agency—Yes(972) •••-••••Available
Atrium Financial ServicesFinancial Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Torsten Holmes, AAMS®Financial Service; Legal Service—Yes(469) •••-••••Available
Edward Jones - Financial Advisor: Tamara Warfield, AAMS®|CRPC®Financial Service; Legal Service—Yes(972) •••-••••Available
American National Bank of TexasBank; Financial Service; Legal Service—Yes(972) •••-••••Available
Silvestri Asset ManagementBusiness Service; Financial Service; Legal Service—Yes(214) •••-••••Available
Radical Insurance Agency LLCInsurance Agency; Financial Service; Legal Service—Yes(214) •••-••••Available
Xact Numbers LLCFinancial Service; Legal Service—Yes(214) •••-••••Available
Kamran Ansari CPAFinancial Service; Legal Service—Yes(469) •••-••••Available

Showing 12 of 96. Data refreshed October 2026.

The market

What Allen'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; 96 have no rating yet — prime prospects for review and reputation services.
11 (11%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service59
  • Financial Planner12
  • Loans Agency8
  • Insurance Agency; Financial Service; Legal Service4
  • Real Estate Agency; Financial Service; Legal Service2
  • Financial Service; Legal Service; Structure2

Area codes

  • (972)38
  • (214)24
  • (469)22
  • (817)2
  • (866)2
  • (877)1
Playbook

How to sell to financial advisors in Allen

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 Allen financial advisors leads

How many financial advisors and lenders in Allen, TX are in the database?
96 financial advisors and lenders in Allen, TX, as of October 2026. 96 of them have a phone number and 23 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 Allen list of 96 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.

Financial advisors and lenders in other cities

Houston, TXDallas, TXSan Antonio, TXAustin, TXFort Worth, TXEl Paso, TXPlano, TXArlington, TXAll financial advisors and lenders →

Other businesses in Allen

Construction companiesMedical clinicsRestaurantsSalons and spasReal estate officesEverything in Allen →

Start calling Allen financial advisors today

25 free credits, no card. Search "financial advisors in Allen" and unlock your first 25 contacts.

Get these leads freeSee pricing