Financial advisors and lenders · Ohio

Financial advisors and lenders in Dayton, OH

261 financial advisors in Dayton with phone numbers, 86 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Dayton list freeSee a sample
261
businesses
100%
have a phone number
33%
have an email address (86)
—
average Google rating
Sample

A sample of financial advisors and lenders in Dayton

Twelve of the 261 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Hartley Law Office, LLCLaw Office; Miscellaneous Store; Financial Service—Yes(937) •••-••••Available
Mortgage TodayLoans Agency—Yes(937) •••-••••Available
Beausay Financial GroupFinancial Planner—Yes(937) •••-••••Available
Davison Tax ServicesFinancial Service; Legal Service—Yes(937) •••-••••Available
Pathways Financial Credit UnionCredit Union; Bank; Financial Service—Yes(937) •••-••••Available
Edward Jones - Financial Advisor: Kimberly A TuckerFinancial Service; Legal Service—Yes(937) •••-••••Available
Kyle SeagravesFinancial Service; Legal Service—Yes(937) •••-••••Available
Adams Wealth Management GroupFinancial Planner—Yes(937) •••-••••Available
McFall & Back Insurance AgencyFinancial Service; Legal Service—Yes(937) •••-••••Available
Edward Jones - Financial Advisor: Scott L YoungFinancial Service; Legal Service—Yes(937) •••-••••Available
Landmark Title Agency SouthFinancial Service; Legal Service—Yes(937) •••-••••Available
Dayton FoundationFinancial Service; Legal Service; Non-Profit Organization—Yes(937) •••-••••Available

Showing 12 of 261. Data refreshed October 2026.

The market

What Dayton'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; 261 have no rating yet — prime prospects for review and reputation services.
48 (18%) have no website listed — a ready-made list for web design and SEO offers.
44% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service98
  • Financial Planner57
  • Loans Agency30
  • Insurance Agency; Financial Service; Legal Service17
  • Financial Service; Legal Service; Business Service17
  • Financial Service14

Area codes

  • (937)252
  • (513)3
  • (888)2
  • (866)1
  • (800)1
  • (740)1
Playbook

How to sell to financial advisors in Dayton

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 Dayton financial advisors leads

How many financial advisors and lenders in Dayton, OH are in the database?
261 financial advisors and lenders in Dayton, OH, as of October 2026. 261 of them have a phone number and 86 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 Dayton list of 261 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

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Other businesses in Dayton

HVAC companiesPlumbing companiesRoofing companiesConstruction companiesLandscaping companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesDaycares, tutors and schoolsSenior care providersIT service companiesMarketing agenciesConsultantsEverything in Dayton →

Start calling Dayton financial advisors today

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

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