Financial advisors and lenders · Maryland

Financial advisors and lenders in Baltimore, MD

497 financial advisors in Baltimore with phone numbers, 127 with email addresses. Search the list, unlock the ones you want and start calling today.

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497
businesses
100%
have a phone number
26%
have an email address (127)
—
average Google rating
Sample

A sample of financial advisors and lenders in Baltimore

Twelve of the 497 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Baltimore Capital ManagementFinancial Planner—Yes(410) •••-••••Available
Pure Finance GroupFinancial Service; Legal Service—Yes(410) •••-••••Available
AmeritaxFinancial Service; Legal Service—Yes(410) •••-••••Available
Scott Garvey - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(443) •••-••••Available
Facet WealthFinancial Planner—Yes(443) •••-••••Available
Dana Marchelle RiversFinancial Service; Legal Service—Yes(443) •••-••••Available
Federal Hill MortgageLoans Agency—Yes(410) •••-••••Available
Federal Hill MortgageFinancial Service; Legal Service—Yes(800) •••-••••Available
HealthMarkets Insurance - Ephraim LiebesInsurance Agency; Financial Service; Legal Service—Yes(410) •••-••••Available
24 Hour Notary Of MarylandFinancial Service; Legal Service—Yes(443) •••-••••Available
CARCHEXFinancial Service; Legal Service—Yes(877) •••-••••Available
Fitzwater InvestigationsFinancial Planner—Yes(443) •••-••••Available

Showing 12 of 497. Data refreshed October 2026.

The market

What Baltimore'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; 497 have no rating yet — prime prospects for review and reputation services.
99 (20%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service205
  • Financial Planner101
  • Financial Service; Legal Service; Business Service63
  • Loans Agency39
  • Insurance Agency; Financial Service; Legal Service17
  • Financial Service10

Area codes

  • (410)369
  • (443)87
  • (800)8
  • (301)5
  • (240)5
  • (667)4
Playbook

How to sell to financial advisors in Baltimore

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 Baltimore financial advisors leads

How many financial advisors and lenders in Baltimore, MD are in the database?
497 financial advisors and lenders in Baltimore, MD, as of October 2026. 496 of them have a phone number and 127 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 Baltimore list of 497 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

Rockville, MDSilver Spring, MDGaithersburg, MDColumbia, MDBethesda, MDAnnapolis, MDFrederick, MDTowson, MDAll financial advisors and lenders →

Other businesses in Baltimore

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Start calling Baltimore financial advisors today

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