Financial advisors and lenders · Oklahoma

Financial advisors and lenders in Edmond, OK

202 financial advisors in Edmond with phone numbers, 70 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Edmond list freeSee a sample
202
businesses
100%
have a phone number
35%
have an email address (70)
—
average Google rating
Sample

A sample of financial advisors and lenders in Edmond

Twelve of the 202 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Jay D. Parks & Assoc., CPA PCFinancial Service; Legal Service—Yes(405) •••-••••Available
Edward Jones - Financial Advisor: Hunter M Cottle, AAMS®Financial Service; Legal Service—Yes(405) •••-••••Available
Communication Federal Credit UnionCredit Union; ATM; Financial Service—Yes(405) •••-••••Available
Communication Federal Credit UnionCredit Union; ATM; Financial Service—Yes(405) •••-••••Available
Movement Mortgage-David Dustmann,1470605Loans Agency—Yes(405) •••-••••Available
Cimarron Consulting & Benefit Design, LLCFinancial Service; Legal Service—Yes(405) •••-••••Available
HealthMarkets Insurance - Craig Derek RuizInsurance Agency; Financial Service; Legal Service—Yes(405) •••-••••Available
Christopher Paul HarrisLoans Agency—Yes(405) •••-••••Available
Horizon Financial ServicesFinancial Planner—Yes(405) •••-••••Available
Candice Combs | Metro Brokers of OklahomaReal Estate Agency; Financial Service; Legal Service—Yes(405) •••-••••Available
Gary Baccus - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(405) •••-••••Available
All Specialties Medical Billing Services, Inc.Financial Service; Legal Service—Yes(405) •••-••••Available

Showing 12 of 202. Data refreshed October 2026.

The market

What Edmond'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; 202 have no rating yet — prime prospects for review and reputation services.
32 (16%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service80
  • Financial Planner36
  • Loans Agency27
  • Insurance Agency; Financial Service; Legal Service19
  • Financial Service7
  • Real Estate Agency; Financial Service; Legal Service7

Area codes

  • (405)196
  • (918)2
  • (318)1
  • (580)1
  • (800)1
  • (210)1
Playbook

How to sell to financial advisors in Edmond

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 Edmond financial advisors leads

How many financial advisors and lenders in Edmond, OK are in the database?
202 financial advisors and lenders in Edmond, OK, as of October 2026. 202 of them have a phone number and 70 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 Edmond list of 202 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 Edmond

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesEverything in Edmond →

Start calling Edmond financial advisors today

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