Financial advisors and lenders · Texas

Financial advisors and lenders in Carrollton, TX

121 financial advisors in Carrollton with phone numbers, 41 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Carrollton list freeSee a sample
121
businesses
100%
have a phone number
34%
have an email address (41)
—
average Google rating
Sample

A sample of financial advisors and lenders in Carrollton

Twelve of the 121 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Just MortgagesLoans Agency—Yes(214) •••-••••Available
Freddie MacLoans Agency—Yes(972) •••-••••Available
Asa Information ServiceFinancial Planner—Yes(972) •••-••••Available
David Daniel - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Shawn ArthurFinancial Service; Legal Service—Yes(972) •••-••••Available
Allegiant InvestigationsBusiness Service; Electronics Store; Financial Service—Yes(469) •••-••••Available
MGA Insurance GroupFinancial Service; Legal Service—Yes(214) •••-••••Available
Blueknight FinancialFinancial Service; Legal Service; Credit Union—Yes(469) •••-••••Available
Altiras AdvisorsFinancial Planner—Yes(888) •••-••••Available
Williams Financial GroupFinancial Planner—Yes(972) •••-••••Available
HealthMarkets Insurance - Lori Peer CollierInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Fousie Wealth ManagementFinancial Service; Legal Service—Yes(972) •••-••••Available

Showing 12 of 121. Data refreshed October 2026.

The market

What Carrollton'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; 121 have no rating yet — prime prospects for review and reputation services.
32 (26%) have no website listed — a ready-made list for web design and SEO offers.
30% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service45
  • Loans Agency21
  • Financial Planner16
  • Insurance Agency; Financial Service; Legal Service15
  • Financial Service10
  • Financial Service; Legal Service; Insurance Agency3

Area codes

  • (972)78
  • (469)21
  • (214)15
  • (833)1
  • (888)1
  • (877)1
Playbook

How to sell to financial advisors in Carrollton

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 Carrollton financial advisors leads

How many financial advisors and lenders in Carrollton, TX are in the database?
121 financial advisors and lenders in Carrollton, TX, as of October 2026. 121 of them have a phone number and 41 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 Carrollton list of 121 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.

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Other businesses in Carrollton

Construction companiesDental clinicsMedical clinicsRestaurantsCafes and bakeriesSalons and spasAuto repair shopsReal estate officesConsultantsEverything in Carrollton →

Start calling Carrollton financial advisors today

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

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