Financial advisors and lenders · North Carolina

Financial advisors and lenders in Chapel Hill, NC

116 financial advisors in Chapel Hill with phone numbers, 32 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Chapel Hill list freeSee a sample
116
businesses
100%
have a phone number
28%
have an email address (32)
—
average Google rating
Sample

A sample of financial advisors and lenders in Chapel Hill

Twelve of the 116 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Wagner Law Firm, P.C.Financial Service; Legal Service—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Jessica L VillagranaFinancial Service; Legal Service—Yes(984) •••-••••Available
Movement Mortgage, 39179 - Alex Proctor, 394692Financial Service; Legal Service—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Chris Richards, AAMS®Financial Service; Legal Service—Yes(919) •••-••••Available
Team Wealth InvestmentsFinancial Planner—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Sharon A Dickens, AAMS®Financial Service; Legal Service—Yes(919) •••-••••Available
Amphora Wealth ManagementFinancial Planner—Yes(919) •••-••••Available
Carolina FinancialFinancial Planner—Yes(919) •••-••••Available
Tripoint LawFinancial Service; Legal Service; Miscellaneous Store—Yes(919) •••-••••Available
Woodward Financial AdvisorsFinancial Planner—Yes(919) •••-••••Available
Eller Capital PartnersFinancial Planner—Yes(919) •••-••••Available
Edward Jones - Financial Advisor: Tom HoltzFinancial Service; Legal Service—Yes(919) •••-••••Available

Showing 12 of 116. Data refreshed October 2026.

The market

What Chapel Hill'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; 116 have no rating yet — prime prospects for review and reputation services.
22 (19%) 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 Service36
  • Financial Planner32
  • Financial Service; Legal Service; Business Service16
  • Loans Agency12
  • Insurance Agency; Financial Service; Legal Service4
  • Real Estate Agency; Financial Service; Legal Service4

Area codes

  • (919)110
  • (984)4
  • (978)1
  • (617)1
Playbook

How to sell to financial advisors in Chapel Hill

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 Chapel Hill financial advisors leads

How many financial advisors and lenders in Chapel Hill, NC are in the database?
116 financial advisors and lenders in Chapel Hill, NC, as of October 2026. 116 of them have a phone number and 32 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 Chapel Hill list of 116 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

Charlotte, NCRaleigh, NCGreensboro, NCDurham, NCWilmington, NCCary, NCWinston-Salem, NCAsheville, NCAll financial advisors and lenders →

Other businesses in Chapel Hill

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Start calling Chapel Hill financial advisors today

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

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