Financial advisors and lenders · Ohio

Financial advisors and lenders in Columbus, OH

727 financial advisors in Columbus with phone numbers, 234 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Columbus list freeSee a sample
727
businesses
100%
have a phone number
32%
have an email address (234)
—
average Google rating
Sample

A sample of financial advisors and lenders in Columbus

Twelve of the 727 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Long Business Services & Advisors LLCFinancial Service; Legal Service—Yes(614) •••-••••Available
CrossCountry Mortgage Nunnely Mortgage TeamLoans Agency—Yes(614) •••-••••Available
Trade Investment Analysis GroupFinancial Planner—Yes(614) •••-••••Available
The Columbus DUI DefendersFinancial Service; Legal Service; Law Office—Yes(614) •••-••••Available
Marshall D. Cohen Co., LLCLaw Office; Financial Service; Legal Service—Yes(614) •••-••••Available
Dressel and Evans AgencyInsurance Agency; Financial Service; Legal Service—Yes(614) •••-••••Available
Gryphon Financial PartnersFinancial Service; Legal Service—Yes(614) •••-••••Available
Quintero Tax Multi ServiceFinancial Service; Legal Service—Yes(614) •••-••••Available
Renee Starr - State Farm Insurance AgentFinancial Service; Legal Service—Yes(614) •••-••••Available
Hyers & AssociatesFinancial Service; Legal Service—Yes(888) •••-••••Available
Tek CollectFinancial Service; Legal Service—Yes(614) •••-••••Available
Grubb Wealth ManagementFinancial Service; Legal Service—Yes(614) •••-••••Available

Showing 12 of 727. Data refreshed October 2026.

The market

What Columbus'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; 727 have no rating yet — prime prospects for review and reputation services.
109 (15%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service283
  • Financial Planner136
  • Loans Agency88
  • Financial Service; Legal Service; Business Service54
  • Insurance Agency; Financial Service; Legal Service29
  • Financial Service26

Area codes

  • (614)678
  • (380)9
  • (800)9
  • (888)6
  • (740)5
  • (877)3
Playbook

How to sell to financial advisors in Columbus

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 Columbus financial advisors leads

How many financial advisors and lenders in Columbus, OH are in the database?
727 financial advisors and lenders in Columbus, OH, as of October 2026. 727 of them have a phone number and 234 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 Columbus list of 727 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

Cincinnati, OHCleveland, OHDayton, OHToledo, OHAkron, OHDublin, OHWesterville, OHCanton, OHAll financial advisors and lenders →

Other businesses in Columbus

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Start calling Columbus financial advisors today

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