Financial advisors and lenders · Illinois

Financial advisors and lenders in Chicago, IL

2,600+ financial advisors in Chicago with phone numbers, 774 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Chicago list freeSee a sample
2,600+
businesses
100%
have a phone number
29%
have an email address (774)
—
average Google rating
Sample

A sample of financial advisors and lenders in Chicago

Twelve of the 2,600+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Legal Advantage, LLC - Patent Illustrations & Patent SearchFinancial Service; Legal Service—Yes(312) •••-••••Available
Dynamite Tax ServicesFinancial Service; Legal Service—Yes(872) •••-••••Available
GLL InvestorsFinancial Planner—Yes(773) •••-••••Available
Altman AdvisorsFinancial Planner—Yes(312) •••-••••Available
Land of Lincoln HealthFinancial Service; Legal Service—Yes(844) •••-••••Available
Edward Jones - Financial Advisor: James M Daniels, AAMS®|CRPC®Financial Service; Legal Service—Yes(773) •••-••••Available
Integra CreditFinancial Service—Yes(855) •••-••••Available
Law Office of Andrew WeisbergLaw Office; Financial Service; Legal Service—Yes(773) •••-••••Available
Neighborhood Loans: Pulaski - NMLS ID: 222982Financial Service; Legal Service—Yes(773) •••-••••Available
Urban Real Estate Research IncFinancial Service; Legal Service; Employment Agency—Yes(312) •••-••••Available
Credit Solutions LawLaw Office; Financial Service; Legal Service—Yes(312) •••-••••Available
ChicagoIlLoansFinancial Service; Legal Service—Yes(773) •••-••••Available

Showing 12 of 2,600+. Data refreshed October 2026.

The market

What Chicago'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; 2,600+ have no rating yet — prime prospects for review and reputation services.
602 (23%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service1,000+
  • Financial Planner519
  • Loans Agency254
  • Financial Service; Legal Service; Business Service213
  • Insurance Agency; Financial Service; Legal Service122
  • Financial Service113

Area codes

  • (312)1,300+
  • (773)929
  • (847)53
  • (708)49
  • (630)43
  • (800)40
Playbook

How to sell to financial advisors in Chicago

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 Chicago financial advisors leads

How many financial advisors and lenders in Chicago, IL are in the database?
2,600+ financial advisors and lenders in Chicago, IL, as of October 2026. 2,600+ of them have a phone number and 774 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 Chicago list of 2,600+ costs less than one month of Pro ($99 for 12,500 credits). 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

Naperville, ILSchaumburg, ILRockford, ILSpringfield, ILArlington Heights, ILAurora, ILNorthbrook, ILPeoria, ILAll financial advisors and lenders →

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Start calling Chicago financial advisors today

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