Financial advisors and lenders · Maryland

Financial advisors and lenders in Columbia, MD

199 financial advisors in Columbia with phone numbers, 61 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Columbia list freeSee a sample
199
businesses
100%
have a phone number
31%
have an email address (61)
—
average Google rating
Sample

A sample of financial advisors and lenders in Columbia

Twelve of the 199 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
McFarlin Insurance Agency, LLPFinancial Service; Legal Service—Yes(410) •••-••••Available
Capitol Metro Financial ServicesFinancial Planner—Yes(410) •••-••••Available
Brown V W Insurance ServiceFinancial Service; Legal Service; Office—Yes(301) •••-••••Available
FAI Wealth ManagementFinancial Service; Legal Service—Yes(410) •••-••••Available
Harper Advisory Group, Inc.Financial Service; Legal Service—Yes(410) •••-••••Available
Titan Investigative AllianceFinancial Planner—Yes(410) •••-••••Available
Helder Brandao Farmers InsuranceFinancial Service; Legal Service—Yes(410) •••-••••Available
Mortgage XpertFinancial Service; Legal Service—Yes(443) •••-••••Available
Rachel Regan | Cummings & Co. RealtorsReal Estate Agency; Financial Service; Legal Service—Yes(301) •••-••••Available
McGonigal LawFinancial Service; Legal Service—Yes(410) •••-••••Available
Onyx Asset & Wealth Management, LLCFinancial Service; Legal Service—Yes(443) •••-••••Available
Joseph Rolando - Mutual of Omaha MortgageFinancial Service; Legal Service—Yes(410) •••-••••Available

Showing 12 of 199. Data refreshed October 2026.

The market

What Columbia'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; 199 have no rating yet — prime prospects for review and reputation services.
26 (13%) have no website listed — a ready-made list for web design and SEO offers.
29% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service84
  • Financial Planner37
  • Financial Service; Legal Service; Business Service22
  • Loans Agency22
  • Law Office; Financial Service; Legal Service8
  • Insurance Agency; Financial Service; Legal Service6

Area codes

  • (410)120
  • (443)45
  • (301)11
  • (240)7
  • (346)3
  • (877)2
Playbook

How to sell to financial advisors in Columbia

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 Columbia financial advisors leads

How many financial advisors and lenders in Columbia, MD are in the database?
199 financial advisors and lenders in Columbia, MD, as of October 2026. 199 of them have a phone number and 61 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 Columbia list of 199 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

Baltimore, MDRockville, MDSilver Spring, MDGaithersburg, MDBethesda, MDAnnapolis, MDFrederick, MDTowson, MDAll financial advisors and lenders →

Other businesses in Columbia

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasGyms and fitness studiosReal estate officesIT service companiesConsultantsEverything in Columbia →

Start calling Columbia financial advisors today

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

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