Financial advisors and lenders · Texas

Financial advisors and lenders in Dallas, TX

2,000+ financial advisors in Dallas with phone numbers, 575 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Dallas list freeSee a sample
2,000+
businesses
100%
have a phone number
28%
have an email address (575)
—
average Google rating
Sample

A sample of financial advisors and lenders in Dallas

Twelve of the 2,000+ financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
A Affordable InsuranceInsurance Agency; Financial Service; Legal Service—Yes(214) •••-••••Available
Cohesion Wealth AdvisoryFinancial Planner—Yes(214) •••-••••Available
Brandon Walter's Allstate insuranceInsurance Agency; Financial Service; Legal Service—Yes(214) •••-••••Available
Vehicle Acceptance CorporationLoans Agency—Yes(214) •••-••••Available
LEH Insurance Group, LLCInsurance Agency; Financial Service; Legal Service—Yes(214) •••-••••Available
Vogel Financial AdvisorsFinancial Planner—Yes(214) •••-••••Available
Hd MediatorFinancial Service; Legal Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Dionne DaileyFinancial Service; Legal Service—Yes(972) •••-••••Available
W. M. Martin AdvertisingStructure; Financial Service; Legal Service—Yes(800) •••-••••Available
Maxima FinancialLoans Agency—Yes(972) •••-••••Available
AmeritaxFinancial Service; Legal Service—Yes(800) •••-••••Available
American Business LendingLoans Agency—Yes(214) •••-••••Available

Showing 12 of 2,000+. Data refreshed October 2026.

The market

What Dallas'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; 2,000+ have no rating yet — prime prospects for review and reputation services.
361 (18%) have no website listed — a ready-made list for web design and SEO offers.
24% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service747
  • Financial Planner494
  • Loans Agency209
  • Insurance Agency; Financial Service; Legal Service113
  • Financial Service107
  • Financial Service; Legal Service; Business Service101

Area codes

  • (214)1,100+
  • (972)546
  • (469)171
  • (800)37
  • (888)22
  • (877)16
Playbook

How to sell to financial advisors in Dallas

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 Dallas financial advisors leads

How many financial advisors and lenders in Dallas, TX are in the database?
2,000+ financial advisors and lenders in Dallas, TX, as of October 2026. 2,000+ of them have a phone number and 575 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 Dallas list of 2,000+ 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

Houston, TXSan Antonio, TXAustin, TXFort Worth, TXEl Paso, TXPlano, TXArlington, TXCorpus Christi, TXAll financial advisors and lenders →

Other businesses in Dallas

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Start calling Dallas financial advisors today

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

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