Financial advisors and lenders · Texas

Financial advisors and lenders in Fort Worth, TX

701 financial advisors in Fort Worth with phone numbers, 252 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Fort Worth list freeSee a sample
701
businesses
100%
have a phone number
36%
have an email address (252)
—
average Google rating
Sample

A sample of financial advisors and lenders in Fort Worth

Twelve of the 701 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Bley Investment GroupFinancial Planner—Yes(817) •••-••••Available
Indaba InvestmentsFinancial Planner—Yes(817) •••-••••Available
CapRock Wealth AdvisorsFinancial Service; Legal Service—Yes(817) •••-••••Available
Cumbie Advisory ServicesFinancial Planner—Yes(817) •••-••••Available
Michael Dallas Retirement SolutionsFinancial Planner—Yes(817) •••-••••Available
Freedom Finance ServiceLoans Agency—Yes(817) •••-••••Available
Tilden CapitalFinancial Service; Legal Service—Yes(682) •••-••••Available
Hurr Law Office P.C.Financial Service; Legal Service—Yes(817) •••-••••Available
Edward Jones - Financial Advisor: Ezra O CaballeroFinancial Service; Legal Service—Yes(817) •••-••••Available
Edward Jones - Financial Advisor: Don Marable, CFP |CEPA |AAMSFinancial Service; Legal Service—Yes(817) •••-••••Available
DirectCash BankBank; Financial Service; Legal Service—Yes(817) •••-••••Available
Al Pugh & CoFinancial Service; Legal Service—Yes(817) •••-••••Available

Showing 12 of 701. Data refreshed October 2026.

The market

What Fort Worth'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; 701 have no rating yet — prime prospects for review and reputation services.
117 (17%) have no website listed — a ready-made list for web design and SEO offers.
34% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service339
  • Financial Planner119
  • Loans Agency62
  • Financial Service; Legal Service; Business Service34
  • Financial Service24
  • Insurance Agency; Financial Service; Legal Service22

Area codes

  • (817)563
  • (682)51
  • (469)10
  • (800)9
  • (972)9
  • (888)8
Playbook

How to sell to financial advisors in Fort Worth

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 Fort Worth financial advisors leads

How many financial advisors and lenders in Fort Worth, TX are in the database?
701 financial advisors and lenders in Fort Worth, TX, as of October 2026. 701 of them have a phone number and 252 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 Fort Worth list of 701 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 Fort Worth

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Start calling Fort Worth financial advisors today

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