Financial advisors and lenders · Texas

Financial advisors and lenders in Austin, TX

1,400+ financial advisors in Austin with phone numbers, 501 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Austin list freeSee a sample
1,400+
businesses
100%
have a phone number
35%
have an email address (501)
—
average Google rating
Sample

A sample of financial advisors and lenders in Austin

Twelve of the 1,400+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Leader OneFinancial Service—Yes(512) •••-••••Available
Movement Mortgage, 39179 - Sam Whitworth, 220131Financial Service; Legal Service—Yes(512) •••-••••Available
Senior Resource CenterFinancial Service; Legal Service—Yes(512) •••-••••Available
Weinheimer Wealth ManagementFinancial Service; Legal Service—Yes(512) •••-••••Available
MortgageATX.comLoans Agency—Yes(512) •••-••••Available
Edward Jones - Financial Advisor: Billy JohnsonFinancial Service; Legal Service—Yes(512) •••-••••Available
DiafiLawLaw Office; Miscellaneous Store; Financial Service—Yes(512) •••-••••Available
Agrow Credit CorporationLoans Agency—Yes(512) •••-••••Available
Skelton & WoodyFinancial Service; Legal Service; Law Office—Yes(512) •••-••••Available
Investor's AdvantageFinancial Planner—Yes(512) •••-••••Available
Skip the HireFinancial Service; Legal Service—Yes(512) •••-••••Available
Ark Financial GroupFinancial Service; Legal Service—Yes(512) •••-••••Available

Showing 12 of 1,400+. Data refreshed October 2026.

The market

What Austin'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; 1,400+ have no rating yet — prime prospects for review and reputation services.
227 (16%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service718
  • Financial Planner188
  • Loans Agency125
  • Financial Service; Legal Service; Business Service77
  • Real Estate Agency; Financial Service; Legal Service71
  • Financial Service48

Area codes

  • (512)1,200+
  • (737)40
  • (888)15
  • (866)13
  • (800)12
  • (210)10
Playbook

How to sell to financial advisors in Austin

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 Austin financial advisors leads

How many financial advisors and lenders in Austin, TX are in the database?
1,400+ financial advisors and lenders in Austin, TX, as of October 2026. 1,400+ of them have a phone number and 501 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 Austin list of 1,400+ 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

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Other businesses in Austin

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Start calling Austin financial advisors today

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

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