Financial advisors and lenders · North Carolina

Financial advisors and lenders in Charlotte, NC

1,200+ financial advisors in Charlotte with phone numbers, 347 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Charlotte list freeSee a sample
1,200+
businesses
100%
have a phone number
28%
have an email address (347)
—
average Google rating
Sample

A sample of financial advisors and lenders in Charlotte

Twelve of the 1,200+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Efird CorporationLoans Agency—Yes(704) •••-••••Available
Edward Jones - Financial Advisor: Nathan B SessionsFinancial Service; Legal Service—Yes(704) •••-••••Available
The Lopez Law FirmFinancial Service; Legal Service—Yes(704) •••-••••Available
Gateway Financial GroupLoans Agency—Yes(704) •••-••••Available
Reliable FundingFinancial Service; Legal Service; Structure—Yes(704) •••-••••Available
Edward Jones - Financial Advisor: Gary Chmielewski, CFP®Financial Service; Legal Service—Yes(704) •••-••••Available
ROAD to RESOLUTIONFinancial Service; Legal Service; Miscellaneous Store—Yes(980) •••-••••Available
Globe Life Family Heritage Division: Schneider AgenciesFinancial Service; Legal Service—Yes(919) •••-••••Available
Bradley ThomkaLoans Agency—Yes(980) •••-••••Available
Kevin Crigler - Loan Officer, NMLS #1727036Financial Service; Legal Service—Yes(704) •••-••••Available
Movement Mortgage, 39179 - Adam Kelly, 1156760Financial Service; Legal Service—Yes(843) •••-••••Available
ClearPoint Credit Counseling SolutionsFinancial Service; Legal Service—Yes(704) •••-••••Available

Showing 12 of 1,200+. Data refreshed October 2026.

The market

What Charlotte'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; 1,200+ have no rating yet — prime prospects for review and reputation services.
188 (15%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service587
  • Financial Planner204
  • Loans Agency137
  • Financial Service; Legal Service; Business Service69
  • Insurance Agency; Financial Service; Legal Service68
  • Financial Service42

Area codes

  • (704)1,000+
  • (980)105
  • (800)16
  • (888)15
  • (803)11
  • (198)9
Playbook

How to sell to financial advisors in Charlotte

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 Charlotte financial advisors leads

How many financial advisors and lenders in Charlotte, NC are in the database?
1,200+ financial advisors and lenders in Charlotte, NC, as of October 2026. 1,200+ of them have a phone number and 347 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 Charlotte list of 1,200+ 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

Raleigh, NCGreensboro, NCDurham, NCWilmington, NCCary, NCWinston-Salem, NCAsheville, NCFayetteville, NCAll financial advisors and lenders →

Other businesses in Charlotte

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Start calling Charlotte financial advisors today

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