Financial advisors and lenders · Virginia

Financial advisors and lenders in Charlottesville, VA

168 financial advisors in Charlottesville with phone numbers, 59 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Charlottesville list freeSee a sample
168
businesses
100%
have a phone number
35%
have an email address (59)
—
average Google rating
Sample

A sample of financial advisors and lenders in Charlottesville

Twelve of the 168 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Jackmiller & CompanyFinancial Planner—Yes(434) •••-••••Available
Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS®Financial Service; Legal Service—Yes(434) •••-••••Available
Nuckols Insurance AgencyBusiness Service; Financial Service; Legal Service—Yes(434) •••-••••Available
Edward Jones - Financial Advisor: James S Clark, AAMS®Financial Service; Legal Service—Yes(434) •••-••••Available
Movement Mortgage - Ben Aliff,202242Financial Service; Legal Service—Yes(434) •••-••••Available
Wills & Associates, PCFinancial Service; Legal Service—Yes(434) •••-••••Available
Crown Mortgage ServicesLoans Agency—Yes(434) •••-••••Available
Movement Mortgage, 39179 - Jon Higginbotham, 368716Financial Service; Legal Service—Yes(540) •••-••••Available
Member OptionsLoans Agency—Yes(434) •••-••••Available
Clarity Wealth PartnersBusiness Service; Financial Service; Legal Service—Yes(434) •••-••••Available
Charlottesville Settlment CompanyFinancial Service; Legal Service; Law Office—Yes(434) •••-••••Available
Wellington FinancialFinancial Planner—Yes(434) •••-••••Available

Showing 12 of 168. Data refreshed October 2026.

The market

What Charlottesville'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; 168 have no rating yet — prime prospects for review and reputation services.
32 (19%) have no website listed — a ready-made list for web design and SEO offers.
34% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service54
  • Financial Planner47
  • Loans Agency26
  • Business Service; Financial Service; Legal Service9
  • Insurance Agency; Financial Service; Legal Service8
  • Financial Service; Legal Service; Business Service5

Area codes

  • (434)160
  • (540)2
  • (855)1
  • (443)1
  • (866)1
  • (804)1
Playbook

How to sell to financial advisors in Charlottesville

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 Charlottesville financial advisors leads

How many financial advisors and lenders in Charlottesville, VA are in the database?
168 financial advisors and lenders in Charlottesville, VA, as of October 2026. 168 of them have a phone number and 59 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 Charlottesville list of 168 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

Virginia Beach, VARichmond, VAAlexandria, VAFairfax, VAArlington, VAChesapeake, VANorfolk, VANewport News, VAAll financial advisors and lenders →

Other businesses in Charlottesville

RestaurantsSalons and spasAuto repair shopsReal estate officesConsultantsEverything in Charlottesville →

Start calling Charlottesville financial advisors today

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

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