Financial advisors and lenders · Florida

Financial advisors and lenders in Aventura, FL

135 financial advisors in Aventura with phone numbers, 16 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Aventura list freeSee a sample
135
businesses
100%
have a phone number
12%
have an email address (16)
4.3★
average Google rating
Sample

A sample of financial advisors and lenders in Aventura

Twelve of the 135 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
US Century BankBank; Financial Service; Legal Service—Yes(305) •••-••••Available
Quote Life NowFinancial Service; Legal Service—Yes(833) •••-••••Available
Bank RoverFinancial Service; Legal Service—Yes(800) •••-••••Available
Reliable Insurance Claims AdjustersFinancial Service; Legal Service—Yes(561) •••-••••Available
Kawa Capital ManagementFinancial Service—Yes(305) •••-••••Available
Louis BerlinFinancial Service; Legal Service—Yes(305) •••-••••Available
Divorce Mediation Center of South FloridaFinancial Service; Legal Service—Yes(305) •••-••••Available
Hardmoney CompanyFinancial Service; Legal Service—Yes(305) •••-••••Available
Edward Kleinman - Raymond JamesFinancial Service; Legal Service—Yes(305) •••-••••Available
Miami Insurance BrokersFinancial Service; Legal Service—Yes(866) •••-••••Available
Atlantic Property AdjustersFinancial Service; Legal Service—Yes(305) •••-••••Available
Omnia Family WealthFinancial Planner—Yes(305) •••-••••Available

Showing 12 of 135. Data refreshed October 2026.

The market

What Aventura's financial advisors look like

50% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
2 carry a perfect 5.0★ rating; 127 have no rating yet — prime prospects for review and reputation services.
10 (7%) have no website listed — a ready-made list for web design and SEO offers.
15% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service44
  • Financial Service; Legal Service; Business Service33
  • Financial Planner12
  • Loans Agency6
  • Real Estate Agency; Financial Service; Legal Service2
  • Bank; Financial Service; Legal Service2

Area codes

  • (305)107
  • (786)8
  • (954)5
  • (800)4
  • (212)4
  • (888)3
Playbook

How to sell to financial advisors in Aventura

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 Aventura financial advisors leads

How many financial advisors and lenders in Aventura, FL are in the database?
135 financial advisors and lenders in Aventura, FL, as of October 2026. 135 of them have a phone number and 16 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 Aventura list of 135 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

Miami, FLTampa, FLOrlando, FLJacksonville, FLFort Lauderdale, FLFort Myers, FLSaint Petersburg, FLTallahassee, FLAll financial advisors and lenders →

Other businesses in Aventura

Medical clinicsRestaurantsSalons and spasReal estate officesEverything in Aventura →

Start calling Aventura financial advisors today

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

Get these leads freeSee pricing