Financial advisors and lenders · Missouri

Financial advisors and lenders in Columbia, MO

137 financial advisors in Columbia with phone numbers, 52 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Columbia list freeSee a sample
137
businesses
100%
have a phone number
38%
have an email address (52)
—
average Google rating
Sample

A sample of financial advisors and lenders in Columbia

Twelve of the 137 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: J R Lawless, CFP®Financial Service; Legal Service—Yes(573) •••-••••Available
The Trust CompanyFinancial Service; Legal Service—Yes(573) •••-••••Available
MoresourceFinancial Service; Legal Service; Miscellaneous Store—Yes(573) •••-••••Available
Community First Home LoansFinancial Service; Legal Service—Yes(800) •••-••••Available
Premier Home MortgageLoans Agency—Yes(573) •••-••••Available
Edward Jones - Financial Advisor: Gary L AndersonFinancial Service; Legal Service—Yes(573) •••-••••Available
Richard Cloud Bail BondingFinancial Service; Legal Service—Yes(573) •••-••••Available
Erickson Financial SolutionsFinancial Planner—Yes(573) •••-••••Available
Shelter Insurance - Chuck WilsonFinancial Service; Legal Service—Yes(573) •••-••••Available
Movement Mortgage-John Brison,546292Financial Service; Legal Service—Yes(573) •••-••••Available
Edward Jones - Financial Advisor: Eric R Willmeth, CFP®Financial Service; Legal Service—Yes(573) •••-••••Available
Anselm Insurance SolutionsFinancial Service; Legal Service—Yes(573) •••-••••Available

Showing 12 of 137. 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; 137 have no rating yet — prime prospects for review and reputation services.
27 (20%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service67
  • Loans Agency20
  • Financial Planner19
  • Insurance Agency; Financial Service; Legal Service6
  • Financial Service4
  • Financial Service; Legal Service; Law Office3

Area codes

  • (573)130
  • (800)2
  • (803)2
  • (888)2
  • (314)1
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, MO are in the database?
137 financial advisors and lenders in Columbia, MO, as of October 2026. 137 of them have a phone number and 52 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 137 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

St Louis, MOKansas City, MOSpringfield, MOSt. Charles, MOChesterfield, MOJefferson City, MOSaint Peters, MOAll financial advisors and lenders →

Other businesses in Columbia

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesConsultantsEverything 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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