Financial advisors and lenders · Georgia

Financial advisors and lenders in Alpharetta, GA

429 financial advisors in Alpharetta with phone numbers, 81 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Alpharetta list freeSee a sample
429
businesses
100%
have a phone number
19%
have an email address (81)
—
average Google rating
Sample

A sample of financial advisors and lenders in Alpharetta

Twelve of the 429 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Movement Mortgage - Randy Crisp,214416Financial Service; Legal Service—Yes(404) •••-••••Available
Angel Oak Home LoansLoans Agency—Yes(404) •••-••••Available
Edward Jones - Financial Advisor: Bob Cook, CFP®Financial Service; Legal Service—Yes(770) •••-••••Available
Garrett Schafer - State Farm Insurance AgentOffice; Insurance Agency; Financial Service—Yes(770) •••-••••Available
Ashworth Sullivan Wealth AdvisorsFinancial Service; Legal Service; Business Service—Yes(770) •••-••••Available
Exclusive Business SolutionsFinancial Service; Legal Service—Yes(770) •••-••••Available
Williams & Williams Law Firm, LLCFinancial Service; Legal Service; Law Office—Yes(770) •••-••••Available
Afintrix Advisory AnalyticsFinancial Service; Accounting and Bookkeeping Service; Financial Planner—Yes(877) •••-••••Available
Julia Jackson Motto Mortgage AvalonLoans Agency—Yes(423) •••-••••Available
The Paty GroupFinancial Service; Legal Service—Yes(888) •••-••••Available
The Siemon Law FirmLaw Office; Financial Service; Legal Service—Yes(770) •••-••••Available
Southern Keystone ServicesFinancial Service; Legal Service—Yes(770) •••-••••Available

Showing 12 of 429. Data refreshed October 2026.

The market

What Alpharetta'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; 429 have no rating yet — prime prospects for review and reputation services.
97 (23%) 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 Service136
  • Financial Planner92
  • Loans Agency81
  • Financial Service; Legal Service; Business Service54
  • Insurance Agency; Financial Service; Legal Service16
  • Financial Service13

Area codes

  • (770)187
  • (678)144
  • (404)49
  • (470)16
  • (888)6
  • (800)4
Playbook

How to sell to financial advisors in Alpharetta

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 Alpharetta financial advisors leads

How many financial advisors and lenders in Alpharetta, GA are in the database?
429 financial advisors and lenders in Alpharetta, GA, as of October 2026. 429 of them have a phone number and 81 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 Alpharetta list of 429 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

Atlanta, GAMarietta, GASavannah, GALawrenceville, GAAugusta, GADecatur, GARoswell, GADuluth, GAAll financial advisors and lenders →

Other businesses in Alpharetta

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Start calling Alpharetta financial advisors today

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